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Convert your clients faster using the Xero Conversion Toolbox

Video learning

Free

38 MINUTES

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

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