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
Hi Tim - do you need Xero maintained ongoing in the future or is this job solely for the initial setup and transfer?
Would this all be best performed onsite Tim? If so where are you based?
Hi, why do you want to change software systems?