Xero Set up and Migration

We offer comprehensive set-up and migration services for Xero Accounting Software tailored to meet your specific needs.

Our Xero set-up services may include:
  • Organizational Setup: Establishing your business profile in Xero.
  • Chart of Accounts: Uploading standard or customized Chart of Accounts to align with your financial structure.
  • Bank Integration: Adding bank accounts, PayPal, Stripe, or Wise, along with setting up daily automatic bank feeds for seamless transactions.
  • Invoice Customization: Tailoring invoice and purchase order formats using .docx for a professional appearance.
  • Contact Import: Importing customer and supplier contacts to streamline your operations.

Let us help you transition smoothly to Xero, ensuring your accounting processes are efficient and effective from the start.