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Xero For Dummies, 2nd Edition
book

Xero For Dummies, 2nd Edition

by Rod Drury, Heather Smith
April 2015
Intermediate to advanced content levelIntermediate to advanced
408 pages
9h 51m
English
For Dummies
Content preview from Xero For Dummies, 2nd Edition

Chapter 3

Converting to Xero from Another System

In This Chapter

arrow Converting data from a paper-based or spreadsheet accounting system

arrow Moving data from a computerised accounting solution

arrow Importing prepared data into Xero

arrow Working through any issues involved with turning off your old system

I f you’ve been maintaining business records in a non-computerised system (okay, I mean a shoebox) or a computerised format, you can move your data across to Xero. Changing accountants or changing accounting systems is a significant business decision — but don’t let this stop you! Empower yourself and take responsibility for the project. This chapter outlines what is involved in converting to Xero from another system. You can simply bring opening balances into Xero or you can go through a more complex and involved conversion process, where you import historical transactions into Xero. Converting to Xero is an opportunity to detox your data — cleaning and streamlining it — and customise your data to generate useful business information. Have a specialist on call and give the conversion a go!

In this ...

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Publisher Resources

ISBN: 9780730319382Purchase book