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Quickbooks to Xero Migration

Convert from QuickBooks to Xero with Confidence

We understand that making the switch from QuickBooks to Xero can feel like a big leap. You might be feeling overwhelmed by the thought of transferring all your data, worried about potential downtime, or unsure about navigating a new system. That’s where we come in – to make this transition smooth and stress-free for you. Our QuickBooks to Xero Migration service is designed to take the hassle out of the equation. We handle everything, from the initial data extraction to the final setup in Xero, ensuring seamless data migration and minimal downtime. Plus, our packages offer either Xero training and support for businesses who are going to be handling their own bookkeeper or a customised bookkeeping service if you are looking to reclaim your time and focus on growing your business. Schedule a today to learn more about how we can help you make a successful transition.

Secure and Stress-Free Migration with Professional Support

Many businesses attempting to migrate from QuickBooks to Xero on their own face common issues like data loss, corruption, and inaccurate setup which can affect the efficiency and accuracy of your bookkeeping.

Additionally, without professional guidance, businesses may miss out on customisation options that can tailor Xero to their specific needs and often lack the ongoing support required to resolve post-migration challenges.

Our professional migration service addresses these issues head-on and ensures your business is set up for success.

Paired with our expert Xero training and support, you and your team will be fully equipped to utilise Xero to its fullest potential, ensuring a smooth and successful transition.

Our Quickbooks to Xero Migration Process

Migrating from QuickBooks to Xero might seem like a daunting task, but with Heart Bookkeeping by your side, it’s a straightforward and seamless experience.

Our step-by-step process ensures that your data is transferred accurately and efficiently, with minimal disruption to your business operations. Here’s how we do it:

Initial Consultation and Assessment

We start with a free consultation to understand your specific needs and current QuickBooks setup. This allows us to tailor our migration plan to suit your business requirements perfectly.

Data Extraction, Import and Clean up

Our team will carefully extract your data from QuickBooks, ensuring that everything is accounted for. We’ll also clean up the data when it arrives in Xero, to remove any inconsistencies or errors, setting a solid foundation for your new system.

Set up, Customisation and Optimisation of Xero Settings

We customise Xero to fit your unique business needs. This includes setting up your chart of accounts, bank feeds, payroll and customising invoices and other documents to match your brand.

Training and Support or Ongoing Bookkeeping Services

We provide comprehensive training for you and your team to help you get the most out of Xero. Not only will you get access to 2 hours of one-on-one training with one of our Xero experts, but you’ll also receive 2 months of access to our Xero Online Training + Support platform. This platform offers training videos and direct support to ensure you and your team are fully equipped to navigate and utilise Xero efficiently.

We also offer ongoing bookkeeping services for those who don’t want to handle this business function themselves, to ensure your financial information remains in top shape. Or for those doing their own bookkeeping but needing a reliable bookkeeper to handle their Activity Statement preparation and lodgement and other compliance matters, we can create a customised ongoing package for you too

We pride ourselves on delivering a migration process that is as stress-free and efficient as possible. Our goal is to help you enjoy the benefits of Xero without the headaches of a complicated transition.

Ready to make the switch? Book a free consultation today and let’s get started on your QuickBooks to Xero migration journey!

Our Pricing

Training

Xero Migration + Training

Move from your existing accounting software to Xero with minimal disruption to your business and while maintaining your key customer, supplier, payroll and other financial data.

From

$990

Advise you on the best migration path and timing
Cleanse data from your previous system
Migrate your historical data/enter conversion balances
Set up Xero including chart of account, financial settings and invoice templates
Connect unlimited bank accounts
Import pre-Xero transactions where required
Import client and supplier lists and inventory/service items
Payroll and auto super set-up (Add $150 + GST)
2 hours of one on one training with a Xero Expert
2 months access to our Xero Online Training + Support platform

Bookkeeping

Xero Migration + Bookkeeping

Can’t stand the thought of doing your own bookkeeping? Let Heart Bookkeeping take away your bookkeeping pain by adding bookkeeping to your Xero migration package.

From

$500 GST

Advise you on the best migration path and timing
Cleanse data from your previous system
Migrate your historical data/enter conversion balances
Set up Xero including chart of account, financial settings and invoice templates
Connect unlimited bank accounts
Import pre-Xero transactions where required
Import client and supplier lists and inventory/service items
Payroll and auto super set-up (Add $150 + GST)
Xero bookkeeping
Payroll and superannuation
Activity Statements and other business compliance

Testimonials

Heart Bookkeeping were extremely helpful with me transitioning into self employment and billing, was a much smoother transition

Positive

Responsiveness, Quality, Professionalism, Value

Monique Harris

I am beyond grateful for Amanda and the team at Heart. They are incredibly helpful and are always able to answer my questions. (there are a lot of them) They are attentive to what my business needs and offer sound advice and guidance. Can't thank them enough !

Clare Mccoll

Jamie, Linda and Elise have been an absolute God send. Thoroughly professional, vital attention to detail, so friendly and easy to talk to. Heart Bookkeeping are providing me with a comprehensive list of services and for a fraction of the price I had been previously charged. It's one stop and I get all these great add on services like updating my data base and PMP maintenance schedule thrown in as good will. I couldn't be happier. An absolutey genuine 5 star review from me and everyone at Northern Rivers Gutter-Vac. Thoroughly recommended.

Rebecca Lulham

Jaime has been brilliant to work with. She's highly efficient and effective at what she does, and she is able to communicate the financial information in a clear and concise manner. Jaime has really helped me understand my financials better - thank you!

Penny Marshall

Having Jaime working with us significantly helps us to ensure we get all book keeping done correctly and on-time, while giving us time to focus on the many other things which comes with a startup 🙂 Would highly recommend.

Nicolai Lindholm

Jaime and the team at Heart Bookkeeping are absolutely amazing! From the moment we engaged their services they were efficient and the whole process transitioning from one system to another was seamless. Highly recommend!

Julie Miller

It's been brilliant working with Jamie and most importantly reassuring as a business owner to have solid advice, support and most importantly trust that is provided by the quality of Heart Bookeeping. My only wish is that I found Jamie and the team earlier!

Simon B.

What an incredible impact Heart Bookkeeping had on our business as we scaled. I did not realise the importance of such strong support outside of accounting. Highly recommend.

Nick I.