A simple, mobile-friendly, and real-time project management tool perfect for small businesses. This Xero feature allows you to track the time and money spent on each job, allowing small business owners to improve efficiency and drive profitability.
If you need to do accounting work, complete it before you move over to Xero. For example, make sure you have fully reconciled all bank accounts and applied open credits to the correct invoices or bills. We can also help you with any past our outstanding bookkeeping.
You’ll want to export year to date Balance Sheet and Profit and Loss Statements. The end date should be through a full calendar month, or up until the last calendar month reconciliations were completed.
Save your file as QBB, QBW, or QBXML format. Now you’ll have your file if you ever want to move back to QuickBooks or save it for reference.
Xero offers a number of import features. Once you have connected a Xero account, download their CSV Import Template for the corresponding area of Xero.
Your bookkeeping team will then connect and set up in Xero. We’ll begin by creating conversion balances based on the reports you have provided. These starting balances will provide the foundation for your fresh set of books.
We support thousands of small businesses with their financial needs to help set them up for success. Want to get in on their secret? Learn more today.
We support thousands of small businesses with their financial needs to help set them up for success. Want to get in on their secret? Learn more today.
