Back to your search

Convert your clients faster using the Xero Conversion Toolbox

Video learning



Learning objectives

Converting a client to Xero from spreadsheets or from another system can be time-consuming and painful. Let the Xero team show you how easy it can be when you use the Xero Conversion Toolbox. In this webinar, you’ll discover the benefits of the Xero Conversion Toolbox, see it in action and understand how to streamline the process to convert your clients faster.

Course outline

    In this webinar, we will cover:

    • The different ways of converting a client to Xero
    • When each option is appropriate
    • Using the Xero Conversion Toolbox, we will import
      • Chart of Accounts
      • Historical Balances
      • Invoices/Bills
    • Using the Conversion Toolbox to upgrade a client from ledger to business edition.

Topics covered

  • Conversion

More courses you might be interested in


Managing security in Xero

Protect your business with a strong defence View course

Web Link - 1 HOUR

3 Advisor CREDITS

Monthly Product Updates

Keep up with Xero's latest product updates and feature releases with our monthly product update. View course

Self-paced learning

New - 5 Payroll CREDITS

Quarterly Payroll Product Update - May 2019

Keep up with Xero's latest product updates and feature releases with our quarterly payroll update. We’ll take a deep dive into new payroll releases and show you what’s on the roadmap for the next 90 days. View course

Self-paced learning - 45 MINUTES

Still not what you're looking for?