Migration
Moving to Xero?
You want to be sure of a successful change but may be concerned about the implications and requirements, plus the effect it could have on your business.
Why not take the stress and worry out of the equation and let BookCheck X take responsibility for the whole process. We use Xero in our own business and are fully Certified on the software, including the migration. Xero is our number one recommendation for cloud accounting because of its ease of use and ability to integrate with a huge number and variety of complementary systems, called add-ons.
As Xero certified migration experts we understand how challenging it can be to make the switch if you are not familiar with the process and what is required. There are unknowns and risks. Some migrations are relatively straightforward but many are not. If handled incorrectly you will be starting Xero on the wrong foot, with expensive consequences. Avoid the hassle - use the BookCheck X Migration Service. Based on our fixed price proposal, we will have you up and running in the easiest and quickest possible way.
Migration of Data and Reconciling to Xero
Migrating to Xero requires skill and experience to avoid issues arising. It’s our job to handle the whole task and ensure that the result is 100% successful. The work includes:
Migration Service This includes checking the data in your current system prior to migration for any errors or work that needs to be completed beforehand. We completely reconcile the Xero data to the old system post migration, including the Trial Balance, Aged Debtors and Creditors and all banks (including foreign currency reconciliations) to ensure data in Xero is a mirror of the previous system.
The migration can cause data errors if not handled correctly, therefore we also include housekeeping in our service to ensure the dataset is clean in order to eliminate data corruption.
Pre-Migration allocations This includes completing all allocations on both the Sales and Purchase ledgers to minimise the risk of data corruption during the migration and to ensure the ledgers are in a clean and organised state for first use in Xero.
Pre-Migration work Any errors or warnings in your old system must be resolved prior to migration to minimise the risk of data corruption.
Additional set up This includes ensuring the banks are set up ready to be connected to bank feeds, setting up HubDoc/Dext, inviting users and admin relating to setting up Xero post migration.
What does our migration service include?
Our service really is an all encompassing “end to end” solution that includes:
• Initial planning and project timetable
• Full data conversion, including as much history as required
• Reconciliation of bank accounts
• Matching of credit notes
• Checking of tax rates
• VAT return reconciliation
• Set up of stock items
• Reconcile Xero to the old system
The choice
You could have a go yourselves or you could outsource it to a company that has completed many migrations, all successfully, saving you time and worry.
Which software can be migrated to Xero?
In a word – all. The most common we’ve handled are: Sage Line 50, QuickBooks and Excel. Sage 200 is an example of an unusual conversion, completed successfully. It doesn't matter what software you're using, we can migrate it. BookCheck X - a safe pair of Xero certified hands.
Why choose BookCheck X for your migration?
BookCheck X are Xero Certified Migration specialists which means your migration is in the best hands.
There is nothing more valuable than our huge experience of migrating to and setting up Xero for businesses of all sizes and types. To complement this skill we are expert Xero book-keepers, so we know intimately what is required to control the migration.
Ten reasons to choose Xero
• Handle your accounts wherever you are – a mobile app is included. Working with others on your accounts? No problem, unlimited user access is included so you can all access the same live data, no matter where you are or what time you are looking
• Using multiple currencies is easy. Xero is integrated with XE.com, to provide daily exchange rates and calculate foreign currency gains and losses automatically
• User friendly, designed with both business owners and accountants in mind
• Encrypted data means you're safe and secure
• Streamline accounts payable with an in built integration with Wise to pay purchase invoices using batch payments, with easy reconciliation
• In the cloud software so no files stored on your PC and updates are free
• A huge variety of add-ons to help streamline processes including integrations with common everyday tools such as Gmail and Office 365
• Handle invoices and quotes using customised templates. You can even send out a sales invoice with a payment link attached which will automatically be reconciled when the customer pays! Get paid quicker and ease reconciliation processes!
• Fully customisable reports to give you the data that you need when you need it
• Automatic processes including bank feeds and invoice reminders. Connect up your bank to Xero and save time with bank reconciliations. Set up automated invoice reminders to go out to customers when invoices are overdue to save you the time of chasing