National Cloud Accountant and Bookkeeping Service | 246 Godstone Road, Whyteleafe, Surrey, CR3 0EF | 0845 388 2298 | 01883 819 568 | info@cloudbookkeeper.co.uk

Move My Books

 
 
 

Moving your data over from your previous accounting software to Xero has just become easy.

How the conversion process works

Converting your accounts data is easy. You simply fill in the online order form, choose your conversion option and upload your backup file. We then  convert your data into a new Xero organisation and invite you in to review the results. Once you confirm you are happy with everything we transfer the organisation to you.

We convert all of the core, important accounting data for you. This includes your chart of accounts and all of the balances on those accounts. Customer and supplier contact details together with the balances on all customer and supplier accounts are converted too. We also copy your individual transactions in detail.

Please understand that it is impossible to make an exact copy of your data in a different accounting system. There will be some information that we can’t convert and some information will look different when converted (see below). You can be confident, however, that your financial data will be accurate overall.

Due to the limitations imposed on us by the software you are converting from and to, there will usually be some tidying up work that you’ll want to do once the conversion is complete. We’ve done our best to make sure this is as little as possible and provide you with full guidance on these post-conversion tasks (see below).