Xero migration
QuickBooks, Wave or spreadsheets to Xero, for $750
We rebuild your accounts, bring your history across and set up the feeds. Usually 2 to 4 weeks.
Book a 30 minute callMoving from
Whatever you use now, it ends up in Xero
Xero is what we keep books in every month. So the setup is built the way we would run it ourselves.
QuickBooks
Online or Desktop. We map your accounts, customers and open items across.
Wave
Free works until the business outgrows it. We bring your accounts, customers and open invoices across.
Spreadsheets
Excel or Google Sheets. We turn the tabs into proper books.
What comes with you
What moves over, and what stays behind
No migration copies everything. This is the usual split, and we go through your own list on the call.
Moves to Xero
- ✓Your chart of accounts, rebuilt so the categories make sense for your business and your return
- ✓Customers and suppliers
- ✓Opening balances, so Xero starts from the right numbers
- ✓Invoices and bills that are still open, so you can keep chasing and paying them
- ✓Past transactions, as far back as we agree when we scope it
Stays in the old system
- ×The old software's own reports and settings. We rebuild the reports you use in Xero instead.
- ×Your bank feed connections. They get connected again in Xero, in your name.
- ×Payroll history and attachments such as receipt images. We'll tell you what moves across when we scope it.
Keep a login or an export of the old system after the switch. You will want it if anyone asks about an old year.
How it runs
Four steps, 2 to 4 weeks
01
Call and scope
We look at what you use now, how far back you want history, and what is messy. You get the fee and the dates in writing.
02
New chart of accounts
We design the accounts before anything moves, so the data lands in the right place the first time.
03
Move and check
We bring the data across, then check the balances in Xero against the old system.
04
Set up the workflow
Bank feeds, invoicing, bills and the reports you will look at each month. We show you how it runs.
Price
One flat fee for the move
Scope, timing and the fee are confirmed in writing before any work starts.
Xero migration
$750
flat, for the new chart of accounts, your history and the bank feeds
Turnaround
2 to 4 weeks
depending on how much history comes across
Books behind as well?
$300
per month of books cleaned up, done before the move
Every fee on one page: pricing.
Limits
What the $750 doesn't cover
- Buy or manage your Xero subscription. The Xero account is in your name and you pay Xero directly.
- Fix years of bad books inside the $750. If the old books are wrong, that is catch-up work, priced on its own and done first.
- Promise the switch changes anything on a return you already filed. We move the books, we don't redo past years.
FAQs
What owners ask us
Move to Xero for $750
30 minutes with Qeihan. You leave with the fee and the dates in writing.
Book a call