xero setup

Xero or Quickbooks Setup

I can setup these professional accounting softwares, providing valuable insight into how to use them efficiently and productively. Besides training you in the ways of Xero or Quickbooks, I will help you with either implementation or conversion to these softwares, depending on whether you’ve used something like this before or not.

Xero implementation

Xero & Quickbooks Implementation

If you’ve never used these accounting softwares before, then what we need to do first is set up your books. That includes setting up bank accounts, credit cards, choosing a currency, posting information about the company and its owner among other things.

 

We will then upload all financial figures from your previous reports or statements into your Xero or Quickbooks account and you’ll be good to go. I’m a certified Xero partner and have a good knowledge of Quickbooks so you can place your trust in my experience and expertise. I’ll help you navigate the software and make its use as hassle-free as it can possibly be.

100% Automatization

Bank Account Connection

Credit Card Connection

CONVERSION BALANCE

On the other hand, clients who’ve used some other accounting software can now convert to Xero or Quickbooks. Conversion can be tricky and you need to know exactly what you’re doing, but it is also more common than you might think. People often change the accounting software they use when they come across one better suited to their needs.

 

As someone who’s had years of experience with both Xero and Quickbooks implementation and the conversion processes, I can help you switch to one of these two softwares in no time. I will guide you as you transfer all the data to your new account and perform the conversion balance. In other words, I’ll make sure that all the relevant data has been successfully and completely moved to your brand new Xero or Quickbooks account, ready to be used again almost immediately. That way, you will have access to all your previous records while already creating new ones.

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