Transfer accounts and invoices from Kashflow to Xero - careful set up required.

  • Posted:
  • Proposals: 11
  • Remote
  • #1664491
  • Expired
Ola O.Arslan K.Fahad K.Daisy P.Pranjal N. + 6 others have already sent a proposal.
  • 3

Description

Experience Level: Intermediate
We are a small business looking to transfer from Kashflow.com to Xero.com. We have accounts from 2010 to 2016 in Kashflow. Typically we average 10 - 30 bank entries a month. We historically were issuing about 5 to 10 invoices per month.

We have started to set up Xero but it is proving too time-consuming. We need the following

Finalise Xero chart of accounts to match Kashflow (note Xero uses less control accounts than Kashflow, so this will need considering)
Import bank accounts
Import historic invoices and link to paid transactions in bank account

Essentially, make sure everything matches (P&L. balance sheets etc) - mirroring Kashflow but in Xero.

Imports can be done using import tools but there is a need to carefully consider this job. Experience of Xero and import set up is essential please

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Clarification Board Ask a Question

  • Jonathan C.

    Hi Tim - do you need Xero maintained ongoing in the future or is this job solely for the initial setup and transfer?

  • Francis E.

    Would this all be best performed onsite Tim? If so where are you based?

  • Jill A.

    Hi, why do you want to change software systems?