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