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Quarterly Migration Update - October 2018

Self-paced learning
Launch course

5 Migration credits

Free

45 MINUTES

Learning objectives

Keep your migration knowledge up to date with our quarterly webinar. Join us on the second Wednesday of each quarter for a deep dive into the various topics surrounding migrating clients to Xero.

Course outline

    In this course you’ll learn about:
    • Developing an onboarding plan to successfully onboard your new clients on Xero
    • What is involved in the post conversion process
    • Understand what key areas to check and what reports to run post conversion
    • Understand what Xero features to set up and to discuss with your client post conversion

Topics covered

  • Conversion

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