Perfect for businesses wanting to move from another accounting
system to the Xero platform.
We will setup a brand new Xero & ReceiptBank accounting
system. In this setup service:
- We will create and configure your chart of accounts
- We will convert your data from your existing accounting system
to bring in your historical balances, contacts, payroll, sales and
- We will setup (up to 3) data feeds for your entities’ bank and
credit accounts and create automated bank rules for easy
reconciliation of your transactions.
- We will customize up to 5 reporting templates for your
business. Configuration of additional reports can be
- We will Review and suggest appropriate additional software to
increase efficiency in your accounting and bookkeeping.
- We will provide 2 × 2 hour online training sessions (up to 5
team members per session).
- We will record and deliver your training sessions via our
hosted Vimeo channel (password protected).
Please note Your subscription to Xero or
ReceiptBank is not included in the scope of this service.