Hit the ground running
When you start doing your accounts in Xero, you'll already have all of your important information in place. Your customers and suppliers will be there, so will your accounts and balances. We can even bring over your transaction history for you too.
We'll copy your:
- Customer contact information
- Supplier contact information
- Chart of accounts
- Account balances
- Customer balances
- Supplier balances
- Transaction history as required
Bring your history with you
Looking for a clean start? No problem, just bring over your opening balances.
But maybe you want last year's transactions in Xero too, for comparison purposes? If so, our Prior Year option is the one for you.
You can convert mid-year
Because we can convert your transaction history, you can convert at any time: no need to wait until your year-end.
Our Year To Date option allows you to move to Xero part-way through your accounting year and bring the transactions for the first part of your year with you.
3 simple steps to your Xero heaven
1. You upload the backup file and choose your conversion option
Simply complete our short online order form and attach the Sage or QuickBooks data backup file. We'll verify the file and then email you to confirm your instructions and take your payment.
2. We convert the data into a new organisation and invite you in
Once we've converted the data we'll invite you into the new Xero organisation as a read-only user. You can then review all of the data and check that all of the numbers are correct.
3. You confirm you are happy and we transfer the organisation to you
When you confirm that everything has converted properly we then ask Xero to transfer the organisation to your own billing account. This is a quick and easy process, done via email.