Get Help With Migrating To The Xero Accounting Software

Switching to new software doesn’t have to be complicated or overwhelming. Transfer your data, set up your accounts, and configure your Xero organization so everything works seamlessly from day one. Whether you’re integrating existing accounting apps or transitioning from traditional spreadsheets, our expert-led guidance ensures your records are accurate and secure as you migrate your financial information over to Xero. You’ll gain confidence knowing your reports, bank feeds, and tax settings are properly aligned and ready to grow.

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The Benefits of Migrating to the Xero Accounting Software

When your accounting system runs on Xero, you’ll gain accounting efficiency, clarity, and peace of mind. Our migration services and training options help ensure you start strong with the tools and know-how you need to thrive.

  • Send professional invoices
  • Track all spending and cash flow in real time
  • Get automated tax calculations
  • Get automated tax calculations
  • Connect apps that track invoicing, payments, and payroll.
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What to Expect During a Xero Software Migration

Data Migration Made Easy

As your finances reach a new level of success, management can become more complicated, but it doesn’t need to be. With this industry-leading accounting software, you can import your chart of accounts, invoices, bills, and contacts directly into Xero without the hassle, allowing for a smooth data migration and number tracking moving forward. This ensures your historical records are accurate, intact, and ready for reporting without manual re-entry or errors.

Customized Setup for Your Business

For small business owners who are in a growth phase, accounting and bookkeeping can feel like a second job. Managing spreadsheets and using traditional methods consume time that should be spent on running your business. That’s why Xero is an excellent solution. From tax rates and bank feeds to invoice templates and reporting dashboards, we’ll help configure your Xero experience so it’s tailored to your desired workflows and business needs.

Training & Support After Migration

Our Xero services don’t stop at migration. We also provide training for you and your team so you can feel confident knowing your data, numbers, and current financial tracking system are simplified and thorough while saving you time. With ongoing support and expert-led guidance, we can give you the tools you need to ensure a smooth migration so you feel confident managing your business’s finances with Xero.ons.

Connect Your Business Apps to Xero Software for a Seamless Workflow

Xero provides leading-edge features that integrate with countless apps to streamline your financial tracking and operations. From payroll and inventory management to CRM and payment platforms, we’ll help you select and connect the tools that fit your business best. With secure data sharing between apps and Xero, you’ll have one user-friendly source to manage your business’s finances seamlessly. Our team can handle the technical setup for you, or if you want to master the art yourself, we provide expert-led training for confident accounting skills.

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How We Can Help

We understand that bookkeeping and accounting can be a challenge, especially when it’s not your specialty. At Accounting By Sal, we specialize in smooth migrations and tailored training. We’ll manage the technical side, configure your setup, and provide training for you or your staff to fully leverage Xero. Whether you’re managing a small business or scaling an established firm, we’ll guide you through every step with clarity and care so you feel supported 100% of the way.

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Xero Software Apps For Businesses

Enhance your accounting organization process with Xero’s integrated apps option, which simplifies your workflows and tracking. From automating expenses to boosting cash flow, we’ll help you find the right app integrations for your business goals, so you can focus on what matters.

Stripe, Square & PayPal

Accept online payments directly to your business by integrating these third-party apps, which can speed up cash flow and reduce overdue balances with frictionless payment options.

Approval Max, Shiftcare & Quotient

Manage your invoicing process, bills, and expenses through these integrated apps that will streamline your accounting methods and bookkeeping capabilities.

Deputy, Hubdoc & Unleashed

From document management and automated data entry to staff scheduling, time tracking, and even inventory management, Xero integrates with a variety of third-party apps that can help with accounting and documentation.

With Xero, you can finally rest easy knowing that your bookkeeping and accounting processes are simplified and manageable. Whether you choose Accounting By Sal for specialized services or decide to dive into our expert-led training, Xero will help you and your business reach new heights.

Contact us to get started

Migrating to Xero and connecting your third-party apps can transform how you manage your business. From saving time on daily admin to gaining deeper financial insights, we’ll help you set up the systems you need to succeed. With expert guidance and ongoing support, you’ll finally feel financially confident and competent every step of the way.

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Our Client’s Experience with us

Sal is knowledgeable, quick to respond and kind. She did an amazing job of explaining details to me and teaching me the ins and outs of bookkeeping and accounting for my small business. I highly recommend her services.

- Jenny Puttick

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