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- Xero Gold Champion Partner
Reckon to Xero migration Services
Move your accounting data from Reckon to Xero with a structured and carefully checked migration process. Our Reckon to Xero Migration service helps Australian businesses transfer important accounting records from Reckon into Xero. We support businesses using Reckon Desktop, Reckon Accounts Hosted and other Reckon accounting systems. From data review and mapping to Xero setup and reconciliation, our team manages each stage of the Reckon to Xero Conversion process.
Xero Gold Champion Partner
Xero Migration Specialists
AAT Licensed Accountant
Clients We Migrated into Xero
What our client Says
Move from Reckon to Xero With Confidence
Changing accounting software is more than moving numbers from one system to another.
Your chart of accounts, customers, suppliers, invoices, bills, payments, GST information and historical balances need to be transferred correctly.
When you migrate Reckon to Xero, the structure of the data may also need to change because Reckon and Xero manage accounting information differently.
Our migration team reviews your current Reckon system before any data is transferred. We identify what should move, how records should be mapped and what may need additional work.
The goal is to create a clean and usable Xero organisation that your team can confidently use after the migration.
Reckon Accounts Hosted to Xero Migration
If your business currently uses Reckon Accounts Hosted, we can help you plan and manage the move to Xero.
A Reckon Accounts Hosted to Xero migration may include your chart of accounts, contacts, customer invoices, supplier bills, payments, journals, bank transactions and historical accounting information.
Before starting, we review the source file and confirm the migration period.
This helps us create a clear scope for your Reckon Data Migration and reduces the risk of unexpected problems during the conversion.
Reckon Desktop to Xero Migration
Businesses using Reckon Desktop may also decide to move to a cloud based accounting platform.
Our Reckon Desktop to Xero service begins with a review of your existing company file, accounting history and current workflow.
We then determine which records can be moved and how the data should be represented inside Xero.
Older Reckon files or large accounting databases may require additional preparation before the migration begins.
What Data Can Be Migrated from Reckon to Xero?
The exact information included in a Reckon to Xero Migration depends on your Reckon product, available data and agreed project scope. A typical migration can include the following records.
Chart of Accounts
Your existing accounts can be reviewed and mapped into Xero. Where appropriate, we can also help simplify or reorganise the account structure before moving the data.
Customers and Suppliers
Customer and supplier information can be transferred so your team does not need to rebuild every contact manually.
Sales Invoices
Historical and outstanding customer invoices can form part of the Reckon to Xero Conversion.
Supplier Bills
Supplier bills and outstanding balances can also be included within the agreed migration scope.
Payments
Customer payments and supplier payments can be transferred where suitable data is available.
Bank Transactions
Historical bank transactions can be reviewed and included depending on the scope of your Reckon Data Migration.
Manual Journals
Manual journals can be migrated where they form part of the required accounting history.
GST Information
GST related information needs careful review during a Reckon to Xero Australia project.
How Much Reckon History Should You Move?
Not every business needs to move its entire accounting history. The right migration period depends on your reporting requirements, accounting needs, transaction volume and budget.
Opening Balances Only
For some businesses, moving opening balances and outstanding customer and supplier balances is enough.
Recent Financial Years
Many businesses choose to migrate recent years of accounting history.
Multiple Years of Full History
Businesses that need detailed historical reporting can request a larger Reckon to Xero Migration.
- Our Process
A clear route from your old organisation to the new one
Discovery and Migration Scope
We start by reviewing your current Reckon setup.
We consider your Reckon product, number of companies, accounting history, bank accounts, currencies, payroll and any other important requirements.
This allows us to define what will be included in the migration.
01
Reckon Data Review
We review your existing accounting information before transferring it.
This can help identify duplicate accounts, unusual balances, old transactions or inconsistent records.
Where problems exist, we discuss how they should be handled before the migration continues.
02
Data Mapping
Reckon and Xero use different structures.
We map the required accounts and accounting records so they are placed appropriately inside Xero.
This is an important part of any professional Reckon to Xero Conversion.
03
Xero Setup
We prepare your Xero organisation based on the agreed requirements.
This can include the chart of accounts, tax settings, financial year details and other required configuration.
04
Reckon Data Migration
We then transfer the agreed accounting information into Xero.
The exact method depends on the Reckon system, file type, historical period and complexity of the migration.
05
Reconciliation
After the data has been moved, we compare important figures between Reckon and Xero.
This may include the trial balance, customer balances, supplier balances and bank related figures.
The migration is not considered complete simply because the data has been imported.
The figures also need to make sense.
06
Go Live and Support
Once the migration has been reviewed, your business can begin working in Xero.
We can also provide Xero training and post migration support if your team needs additional help.
07
Reckon to Xero Migration for Complex Businesses
Some businesses have more complicated accounting requirements. Our Reckon to Xero Migration Services can also be scoped for businesses with larger or more complex data.
Multicurrency Accounting
If your Reckon file includes foreign currency transactions, additional mapping and reconciliation may be required. Currency balances and exchange related transactions should be reviewed before migration.
Multiple Companies
Businesses operating several entities may need more than one Xero organisation. We can review each company and create a separate migration scope where required.
Large Transaction Volumes
A large Reckon file may contain many years of transactions. We review the volume before confirming the approach for the Reckon Data Migration.
Complex Chart of Accounts
Older accounting systems often contain accounts that are no longer used. A move to Xero can be an opportunity to review the structure before migration.
Ecommerce and Connected Apps
If your Reckon system connects with ecommerce platforms, payment systems, CRM software or other business tools, these workflows should also be reviewed.
Why Switch from Reckon to Xero?
Businesses decide to switch from Reckon to Xero for different reasons.
One common reason is cloud access.
Xero allows authorised users to access the accounting system online from supported devices.
This can make collaboration between business owners, finance teams, bookkeepers and accountants easier.
Xero also provides bank feeds, online invoicing, financial reports and access to a wide range of connected business applications.
For businesses that want a more cloud focused accounting environment, a Reckon to Xero Migration can be an important step.
Why Choose eCloud Experts for Reckon to Xero Migration?
Specialist Migration Experience
Our team works with accounting system migration and Xero implementation projects. We understand both the accounting and data side of the conversion.
Clear Migration Scope
We define what will be transferred before the project starts. This helps reduce confusion later.
Historical Data Migration
We can assess migrations involving recent financial years or longer accounting histories.
Reconciliation Focus
A successful Reckon to Xero Migration is not only about importing transactions. Important balances also need to be checked against the source system.
Complex Migration Support
We can work with multiple entities, multicurrency accounting and larger transaction volumes.
Xero Setup and Training
Our service can also include Xero configuration, training and support after the migration.
EXPLORE MORE XERO MIGRATIONS
More Platforms We Migrate to Xero
We migrate businesses to Xero from a wide range of accounting platforms, with careful data mapping, reconciliation and support throughout the move.
- FAQ
Reckon to Xero migration FAQs
Yes. Several Reckon accounting systems can be assessed for migration into Xero. The exact process depends on the Reckon product, available source data and required historical period.
Yes. Reckon Accounts Hosted to Xero migration can include agreed accounting data such as accounts, contacts, invoices, bills, payments and historical transactions.
Yes. A Reckon Desktop to Xero migration can be completed after reviewing the file version, data quality and migration requirements.
Yes. A Reckon to Xero Migration can include multiple years of historical transactions where suitable source data is available.
Multicurrency records can be reviewed as part of the migration. Additional mapping and reconciliation may be required.
Your chart of accounts can be reviewed and mapped into Xero as part of the agreed Reckon Data Migration.
Invoices and supplier bills can form part of the migration depending on the available data and selected scope.
Yes. Xero setup can be included within our Xero Migration Services Australia package.
Yes. Training can be provided after the migration to help your team understand the new Xero workflow.
The timeframe depends on the amount of data, number of years, number of entities and overall complexity. We review these requirements before confirming the migration plan.
Ready to Migrate Reckon to Xero?
If your business is planning to switch from Reckon to Xero, start with a clear migration assessment.Tell us which Reckon product you use, how many years of accounting history you need and whether your business uses payroll, multicurrency or multiple entities. Our migration specialists can review your requirements and recommend the right Reckon to Xero Migration approach.