Conversion services make it easy

One of the most frequently asked questions we hear from customers is how to switch (or convert) from their desktop accounting system to Xero. While we aim to make it as easy as possible, finding a great service provider to assist can make the transition smooth and pain free.

Katrina Aarsman, owner of Essential Office Solutions, wanted to try converting her clients by herself, to understand the process, and found it wasn’t as easy as she had hoped, leading to a search for conversion providers. She found Click2Convert and the rest, as they say, is history.

After completing a short form on their site, Katrina simply uploaded the file and received a confirmation email notifying her that the file was received. Within a couple days turnaround, Katrina received another email saying her file was now ready and the conversion complete.

Watch this video for Katrina’s experiences with conversions.

“I definitely recommend using a conversion provider for the simplicity. They really have it so streamlined whereas it took me days and weeks just to figure out which system to use. There’s no need to reinvent the wheel,” Katrina says.

There’s a growing number of add-on providers specialising in conversion, such as Jet Convert, Convertworx  and Movemybooks. To find other existing conversion providers, check out our Add-on directory.


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