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Switching from QuickBooks to Xero

Video learning



Learning objectives

Moving your clients from QuickBooks to Xero brings lots of opportunities and a few challenges. We're here to help you with both. In this webinar, ked by the Xero Education Team and Xero Partner, Cristina Garza of Accounting, you will learn how to select best-fit clients for Xero, the basics of the QuickBooks® conversion tool, and strategies for client communications.

Course outline

    • Understanding your client list
    • Prioritizing your client list
    • Preparing your clients for conversion
    • Train your clients and follow up
    • Preparing your client files
    • Converting the organization in Xero
    • Completing the client set up

    Pre-course preparations

    If you have not already, we recommend watching 'Intro to Xero' prior to starting this course.

    Topics covered

    • Settings
    • Conversion

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