Xero Accountant | Xero Migration | Xero Support | Xero Training | Crypto Accounting
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We review your Xledger environment, companies, accounting history, currencies and reporting requirements.
Move into a Xero organisation configured around the correct regional and tax requirements.
Bring agreed accounting information from several Xero organisations into a new structure.
Separate business units, divisions or legal entities into their own Xero organisations.
Rebuild the accounting structure following changes in legal entities, ownership or business operations.
Start again where the existing file contains unsuitable accounts, tracking, tax configuration or poor opening positions.
Move agreed opening balances and relevant outstanding customer and supplier transactions.
Businesses that want a clean starting point while retaining the old Xero organisation as historical reference.
Move opening positions together with an agreed period of recent invoices, bills, payments, bank activity and journals.
Businesses that need useful comparative reporting inside their new Xero organisation.
Move a larger agreed period of transaction-level accounting history into the new organisation.
Businesses that need deeper historical reporting and transaction access inside Xero.
Current Xero organisation uses GBP as its base currency.
We identify why a new Xero organisation is required and what accounting information needs to remain available.
Agree whether you need opening balances, comparative history or a more detailed historical migration.
Review accounts, contacts, volumes, bank accounts, tracking, currencies, assets, payroll and integrations.
Prepare the destination organisation around the required currency, country, tax setup and reporting structure.
Export, review and transform relevant source information according to agreed mapping rules.
Transfer agreed records into the destination Xero organisation in the appropriate sequence.
Compare important accounting positions against agreed source information.
Once the agreed checks are complete, your new Xero organisation becomes the working accounting environment.
Relevant balances compared
Work with a team focused on accounting-system migration.
We consider the accounting position behind the data.
Agree history, records and destination structure before migration.
Support for base-currency changes and foreign currency positions.
Support for businesses splitting, combining or restructuring.
Xero training and post-migration support can be added.
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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