Xero Accountant | Xero Migration | Xero Support | Xero Training | Crypto Accounting
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Most requested migration
Structured process
Group migrations supported
Reconciliation included
Deciding to move from Sage to Xero is not simply about transferring files. Your Sage system may contain years of financial information, customer balances, supplier transactions, bank activity, VAT records and reporting structures.
Our Sage accounting data migration process starts with a review of your existing Sage setup. We then agree what should move, how much history you need and how your new Xero organisation should be structured. The goal is to give your business a reliable starting point in Xero.
Transfer agreed accounting records from Sage 50 into Xero, including customers, suppliers, transactions, balances and historical accounting data.
A Sage 200 migration may require additional planning around departments, cost centres, currencies and reporting structures. We review these areas before deciding how they should be represented in Xero.
We can help businesses move relevant accounting information from Sage Business Cloud into a new or existing Xero organisation.
Can involve entities, dimensions, reporting structures and higher transaction volumes. These projects are reviewed carefully before migration begins.
We can also assess Sage 100, Sage 300, Sage X3 and other Sage systems where suitable source information is available.
Every Twinfield data migration is different. The exact records that can be transferred depend on your Twinfield setup, available source data and the agreed migration scope.
Map relevant Sage nominal accounts into a suitable Xero chart of accounts.
Transfer customer details required for future accounting and reporting.
Move relevant supplier records into your Xero organisation.
Migrate agreed sales invoices, credit notes, customer payments and historical sales activity.
Transfer supplier bills, supplier credits and agreed purchase history.
Move agreed historical bank activity and prepare the relevant bank balances in Xero.
Prepare opening balances based on the agreed Sage closing position.
Transfer the agreed number of historical accounting periods where suitable Sage data is available.
Map relevant VAT and tax information based on the migration requirements.
Review Sage fixed asset information and determine the suitable approach for Xero.
Sage departments or cost centres can be reviewed and mapped into a suitable Xero tracking structure.
We establish the required balances at the agreed migration or conversion date.
We review your Sage product, business structure, accounting history and future Xero requirements. This allows us to define the correct Sage to Xero migration service for your business.
We review the Sage reports, exports or backup information required for the project. Potential data issues can be identified before the main migration begins.
We map your Sage chart of accounts, contacts, tax information and relevant reporting structures into Xero. This stage is particularly important for Sage 200 and Sage Intacct projects.
The agreed accounting data is prepared and transferred into Xero. The migration method depends on your Sage platform, transaction volume and agreed history.
After the Sage to Xero conversion, key balances are reviewed — trial balance, customer/supplier/bank/VAT balances and historical transaction totals.
We agree a suitable cutover point so your team knows when to stop entering new activity in Sage and begin using Xero.
FreshBooks works well for solo freelancers and small service teams focused on invoicing and time tracking. Businesses typically decide to move from FreshBooks to Xero once they need more from their books than FreshBooks was built to give.
We work with Sage 50, Sage 200 and more complex accounting environments.
We can assess migrations involving several years of Sage accounting history.
Our team can support businesses moving several Sage companies into Xero.
We can review foreign currency requirements as part of your migration.
Important balances are reviewed as part of the agreed migration process.
We can prepare your Xero organisation around the agreed future accounting requirements.
Xero training and ongoing support can also be provided after your migration.
We migrate businesses to Xero from a wide range of accounting platforms, with careful data mapping, reconciliation and support throughout the move.
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