Xero Conversion & Setup

Convert to Xero quickly and easily from Quickbooks or other accounting software.

Hear how Erica Mohan of Community Education Partnerships, a non-profit organization in the Bay Area, streamlined her accounting processes by moving from QuickBooks to Xero

Basic Setup and Conversion

One-time set-up fee, includes:

  • Set up Xero data file, organization details and business information
  • Chart of accounts
  • Invoice branding
  • Customize check styles and email settings
  • Setting up live feeds from your bank account(s) into Xero
  • Import all contacts (customers, suppliers and employees)
  • Add payment gateway
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Advanced Setup and Conversion

One time setup fee, includes:

  • Includes all Basic Setup above
  • Make sure conversion balances are correct
  • Data import
    • Sales data
    • AR/AP
    • Fixed assets
    • Historical bank statements
  • Includes one hour of training
  • Includes 30 days of chat, email and phone support