Software migration

Manual accounting to Xero or QuickBooks

Move from spreadsheets or paper records onto Xero or QuickBooks with your figures organised and reconciled.

What is included

• Review of your spreadsheets or paper records
• Choice of software to suit how you work
• Chart of accounts and contacts set up
• Opening balances entered and reconciled
• Bank feeds and Making Tax Digital configured
• Short training so you can keep records going

How it works

1. 01

   Review your records

   We look at how you keep your books now and agree the best software for you.

2. 02

   We set you up

   We build your accounts, enter opening balances and connect your bank feeds.

3. 03

   You get going

   We show you the basics so you can record transactions with confidence.