Moving to Xero
Ours is a tried and tested process that we've made as simple and efficient as possible. However, we want to help you understand what the steps are and what results you can expect.
Please take a moment to read the important information below. If you have any questions, just ask, otherwise hit the order now button and we'll get going.
Options and prices
We have 2 simple pricing options for you to choose from, depending on whether you want more or less transaction history.
|Data converted||Convert 12||Convert 24|
|Customer information and balances||✓||✓|
|Supplier information and balances||✓||✓|
|Chart of accounts and balances||✓||✓|
|Individual transactions in detail||Up to 12 months||Up to 24 months|
|£120 +VAT||£180 +VAT|
How the conversion process works
Converting your accounts data is easy. You simply fill in the online order form, choose your conversion option and upload your backup file. We then convert your data into a new Xero organisation and invite you in to review the results. Once you confirm you are happy with everything we transfer the organisation to you.
We convert all of the core, important accounting data for you. This includes your chart of accounts and all of the balances on those accounts. Customer and supplier contact details together with the balances on all customer and supplier accounts are converted too. We also copy your individual transactions in detail.
Please understand that it is impossible to make an exact copy of your data in a different accounting system. There will be some information that we can't convert and some information will look different when converted (see below). You can be confident, however, that your financial data will be accurate overall.
Due to the limitations imposed on us by the software you are converting from and to, there will usually be some tidying up work that you'll want to do once the conversion is complete. We've done our best to make sure this is as little as possible and provide you with full guidance on these post-conversion tasks (see below).