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Xero - The worlds easiest online accounting system

Converting to Xero (online)

Discover the easiest way to set up and convert your clients to Xero.

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Description

You’ll get a step-by-step guide to the Xero conversion process, from adding a new client organisation to converting a client from their previous accounting system. We’ll cover specific software, and give you some tips and tricks to get your team processing conversions more efficiently than ever.

 

The main points covered in this course are:

 

  • Using the Xero Setup Wizard
  • Creating a Master Chart of Accounts
  • Importing your Fixed Assets
  • Importing transaction data from Banklink (coded or uncoded)
  • Importing transaction data from other systems (coded or uncoded)
  • Importing invoices & contacts from client systems

 

This course is also available in a workshop in all main centres, click here to see what dates are available.

Prerequisites

While there are no pre-requisits, we recommend you attend ‘Introduction to Xero for Accountants and Bookkeepers’ as well as 'Xero Essentials' first. The ‘Converting to Xero’ workshop can also be completed after certification.