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Xero Migration Service for Charities: Streamline Your Finances Today

Move to Xero easily, ensuring accurate financial tracking and reporting for your charity’s smooth operations.

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Our Approach

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Book a discovery call

Begin your Xero journey by scheduling a 30-minute consultation with our certified migration specialists. We’ll ensure your transition starts smoothly and efficiently with expert guidance throughout.

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Discovery Session

During our focused consultation, we’ll evaluate your business requirements, current accounting system, and future goals. Our experts will craft a customized migration strategy with detailed pricing.

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Xero Setup

After accepting the proposal and providing required information, our team begins the migration. Implementation ranges from 3-5 hours to 3-5 business days, based on complexity.

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Xero Training

Receive comprehensive training in a dedicated 4-hour session with our Certified Xero Advisor. Master the platform’s features and tools designed specifically for your business operations. 

The Ultimate Solution to Simplify Your Charity’s Finances

Are you struggling to manage your charity’s finances effectively? Do you need a better way to track donations, expenses, and cash flow? Xero non-profit accounting can help!

Not-for-profit businesses have specialised accounting and budgeting needs, which is why Xero has created an exclusive solution for those requirements. Xero non-profit is perfect for organisations that need to manage donations, track expenditures, and report on their finances.

We understand the unique challenges that charities face, and we’ve created a service tailored to your needs. Our dedicated team of Xero-migration specialists will help you seamlessly migrate to the world’s leading online accounting software.

Furthermore, eCloud Experts can help you integrate third-party add-ons that are customised to meet the specific requirements of your charity. Our bespoke Xero charity training ensures that you and your staff are proficient with the software, making it easy to utilise its features efficiently and effectively.

Sage to Xero Migration.

QuickBooks to Xero Migration.

KashFlow to Xero Migration.

Freeagent to Xero Migration.

Zoho Books to Xero Migration.

MYOB to Xero Migration.

NetSuite to Xero Migration.

Pegasus Opera 3 to Xero Migration.

ClearBooks to Xero Migration.

FreshBooks to Xero Migration.

Sage 200 to Xero Migration.

Sage 100 to Xero Migration.

Sage 50 to Xero Migration.

Twinfield to Xero Migration.

Key Benefits of Xero for Charities

Real time information

Real time information

Real time information for clear overview of current financial position

Automated Bank Feed

Automated Bank Feed

Automated Bank Feed for importing transactions and saving time

Charity Add-ons

Charity Add-ons

Third-party add-ons designed for charities to automate financial processes

Donor Tracking

Donor Tracking

Clear record of all donation or donors in Xero account

Customising Reports

Customising Reports

Create and customise financial reports in Xero to match your needs

Access from Anywhere

Access from Anywhere

Access to Xero Accounting App for staying connected on the go

Expert Xero Migration Service for a Smooth Transition

At eCloud Experts, we provide Xero Charity Migration service to help non-profits and charities transition effortlessly from their current accounting platforms to Xero. Our experts are equipped to handle the entire migration process, ensuring accurate transfer of all your financial data to Xero.

Our Xero Migration Service for Charities ensures a seamless, stress-free move to the world’s most user-friendly accounting software. With the expertise of our team at eCloud Experts, transitioning to Xero has never been easier. We understand that the process can seem daunting, but with our expert guidance, you can enjoy all the benefits Xero has to offer without any hassle.

Don’t let the complexity of accounting distract you from your efforts to bring about positive change. Let us handle your migration to Xero and invest your resources in driving your mission forward.

What is included in the Xero migration Service?

  • Full Xero organization setup with comprehensive historical transaction import from your existing accounting software

  • Import and configuration of chart of accounts, customers, suppliers, and employee data from source systems

  • Bank account setup with automated feeds, including multicurrency options and credit card accounts

  • Implementation of tax settings, GST/VAT rates, and financial configurations tailored to your business

  • Customization of Xero dashboard and professional invoice templates to match your brand

  • Integration of payment gateways (PayPal, Stripe, WorldPay) for streamlined payment collection

  • Hubdoc setup and integration for efficient document management and processing

  • User access management for team members and accountants with appropriate permission levels

  • Development of customized reporting templates to track key business metrics

  • Payroll system configuration with employee details, opening balances, and benefits management

  • Setup of tracking categories for departments/cost centers to monitor business segments

  • Fixed asset register implementation with configured depreciation rules

  • Group VAT MTD return configuration for UK organizations

  • Comprehensive support package including 6 hours of live training and 30 days of email and Zoom assistance

Why eCloud Experts for Xero Migration?

Certified Advisor

Certified Advisor

We are Xero certified advisor and Champion partner

Migration Specialist

Migration Specialist

Extensive knowledge of Xero Migration, applications, and system

Bespoke Setup

Bespoke Setup

We provide bespoke Xero Setup service based on your needs

Import 100% of your data

Import 100% of your data

we convert full previous years to date and up to 12 financial years transactions to your new xero account. We make sure you get a complete mirror image of your financial data

Payroll

Payroll

All transactions and payroll are setup so you can pick up where you left off.

Add Ons & Integrations

Add Ons & Integrations

We partner with the best Xero Add-Ons to maximise the performance of your business.

Done for you

Done for you

We take care of everything for you – from start to finish. You will not need to be involved until the point of training.

Quick Turnaround

Quick Turnaround

We can convert all your data to Xero quickly and efficiently in speed ranging from 3-5 hours up to 3-7 working days (depending on nature of your conversion)

Expert Trainers

Expert Trainers

Award winning Xero trainers and consultants

Premium Support

Premium Support

Extensive support before, during and after the conversion.

Frequently Asked Question

Will all my data be moved to Xero?

Certainly! When transitioning to Xero, you can be confident that almost all your data will transition smoothly. However, please note that we do not transfer inventory or stock items, as well as any cancelled or zero-value transactions

Can you migrate multicurrency data?

Absolutely! We have expertise in handling multi-currency transactions during your migration. We’ll ensure accurate conversion and preserve the original foreign currency and exchange rates within your data.

How many years of historical data am I allowed to import into Xero?

You have the flexibility to import as much historical data as you need. However, for meaningful comparisons, we suggest importing at least two years’ worth of data for a comprehensive side-by-side analysis.

After transitioning Xero, would you be able to offer us Xero Online training?

Absolutely! It’s important to mention that all our Xero migration packages include four hours of complimentary Xero online training.

How long does it usually take to transfer my accounts to Xero?

The time required for the transfer can vary based on the complexity of your accounts and the amount of data to be migrated. While some transfers are completed in approximately 2 days, others with more complexity may take up to 10 days.

Can you move my Cost Centre or Department information into Xero?

Absolutely, we can migrate your department data or cost center into xero.

Can you transfer data from any accounting software to Xero?

Yes! We can migrate data from any accounting software, as long as it exports to Excel or CSV. Contact us to learn more

Can you transfer data to and from different regions?

Yes! We have expertise in migrating data from all Xero regions. Whether you’re operating locally or globally, we can help you transition to Xero smoothly.

What happens if there's an error during migration?

We maintain complete backups of your data before starting the migration process. If any issues arise, we can quickly restore your data and resolve the problem without losing any information.

Do you provide post-migration support?

Yes! Beyond the included training hours, we offer 30 days of post-migration support to ensure you’re comfortable with Xero and to address any questions or concerns that arise after the transition.

Looking for a Bespoke Xero Migration Quote? Complete our Xero Migration Questionaries Below!

Ready to move over to Xero? Click below!

Check Our Related Service

Xero Migration Correction

Xero Migration Correction

Our expert team can fix any migration issues and ensure your data transfers correctly to Xero's accounting platform.

Xero Training

Xero Training

Comprehensive training from certified Xero Gold Champion advisors, covering payroll, practical accounting, project management, and WorkflowMax implementation.

Xero Payroll Setup

Xero Payroll Setup

Professional setup of Xero's payroll system at any point in the tax year, ensuring compliance and proper employee management.

Xero Basic Setup

Xero Basic Setup

Complete initial Xero configuration for new businesses transitioning from spreadsheets, including chart of accounts and essential financial features.

Never Do It On Your Own Again

With us as your Xero advisor, you can get a handle on your business’s finances through the power of Xero and the apps which integrate with it. We make sure that every single day is business as usual for you and your team.