Know your options
When migrating a client to Xero you have a choice of different routes to getting in client data.
Once you know when you’re migrating a client to Xero be sure to set up their Xero organisation as completely as possible. Think about their chart of accounts, bank accounts, bank rules and any apps they would need to connect to to make their migration as seamless as possible.
Converting transactions from other software
We have solutions available for a variety of source software:
- Move from Sage or Quickbooks for free with Movemybooks
- If your clients are using FreeAgent/Openbooks, Kashflow, VT+ or TASBooks, use the links below to download the tools you need