Simplify and streamline the way you and your clients work
Work more efficiently
Bank transactions flow directly into Xero each business day ready for you or your client to code effortlessly, anytime, anywhere.
Share access to data
Share access to Xero Cashbook with your client so you see the same accurate up-to-date charts, budgets and reports.
All your clients on Xero
Manage all your clients using Xero’s powerful partner tools no matter which plan they’re on, with all their details in the one place.
"Cashbook helps us to get an immediate gauge on where our clients are, and what position they’re in. Then we can add more meaningful value from there.
It’s like the story is now being told backwards, thanks to Cashbook – with the answers there at the start. The data is there, now in one place, and this is the trigger we as accountants can use to explore various scenarios, create something better than just EOY Financials, and ultimately provide our clients with better advice."
Carrick Aland Accountants
"I would say we would save 25 mins per BAS by using Cashbook. In Xero Cashbook, you're not re-entering data. You've eliminated the opportunity for error.
As a standout, it would be the fact that Cashbook integrates into year-end reports and into Xero Tax. By far this is a very compelling reason alone to use Cashbook."
MB+M Business Solutions
Kick off the free conversion process
Converting to Xero Cashbook FAQs
What is Xero Cashbook?
Xero Cashbook is a plan offering a streamlined version of Xero’s online accounting software. It includes bank reconciliation, budgeting and fixed asset management, with GST as an option. Learn more.
How do I make the switch?
Just complete the form above and we’ll be in touch. Choose Automated conversion if you want us to convert your BankLink data for you. Choose Self service if you plan to do the conversion yourself but would like to get some advice first.
What happens after I register for the conversion service?
We’ll respond in 24 to 48 hours – your Xero account manager or a Xero partner consultant will be in contact to talk you through the process.
How long does conversion take?
Generally the process is completed within two weeks of the initial request. We’ll discuss the process and length of time to complete the conversion with you at the outset.
What data comes across from BankLink?
The chart of accounts comes across, and transaction history for up to seven financial years can be brought into Xero. You can choose whether to convert historical data or start from scratch with opening balances.
What will you need from me?
We just need your BankLink backup file (.BK5) and your practice email address to send the file back to.
Do I need set up a Xero subscription before the conversion?
No, we’ll create a Xero organisation and login for you, and help get bank feeds up and running.
What’s the cost per bank feed transaction?
There are no transaction charges. You pay one amount each month for a Xero subscription which includes unlimited bank account transactions.
Will uncoded transactions in the BankLink file convert into Xero?
Yes if they’re in the current financial year. But prior period uncoded transactions won’t convert, so make sure all transactions in previous financial years are coded before conversion.
What Xero plan will I be on?
When we convert your files, you’ll initially be set up on the Xero Starter plan, but you can change to Xero Cashbook or another plan once the conversion is completed.
Will the conversion include report code mapping for Xero report templates?
No, you’ll need to map report codes after the conversion. Please ask the partner consulting team for any advice you need.