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

    - or -

    Post a project like this
    01/09/2017
    $$
    • Posted: 6 years ago
    • Proposals: 9
    • Remote
    • #1664491
    • Expired
    Ola O.
    Ola O.
    Qualified Accountant + business plan writer
    United Kingdom London
    IK Accountants & Tax Consultants
    IK Accountants & Tax Consultants
    Chartered Certified Accountant
    Top Endorsed
    Reunion Trois-Bassins
    Fahad K.
    Fahad K.
    Accountant
    Top Endorsed
    United Kingdom London
    Daisy P.
    Daisy P.
    Accountant
    Philippines Cebu City
    Strufin
    Strufin
    Xero Accounting and Consulting Expert-Specializing in eCommerce
    India Pune
    SwiftBooks Accounting
    SwiftBooks Accounting
    Accountant
    Top Endorsed
    United Kingdom Hatfield
    Eliza J.
    Eliza J.
    Your Business Partner in Finance & ICT admin
    Top Endorsed
    United Kingdom City of London
    JK Bookkeeping Limited
    JK Bookkeeping Limited
    Certified Bookkeepers
    Top Endorsed
    United Kingdom Aylesbury
    Aafke R.
    Aafke R.
    Bookkeeping | Accounting | Editing | Proofreading | Admin Support | Data Entry
    South Africa East London
    4003289305941082215177939966013513586675463612638931664371
    Ola O.IK Accountants & Tax ConsultantsFahad K.Daisy P.Strufin + 4 others have already sent a proposal.
    • 2
    • 2

    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

    Tim M.
    Tim M.
    100% (108)
    Projects Completed
    86
    Freelancers worked with
    76
    Projects awarded
    32%
    Last project
    19 Dec 2022
    United Kingdom

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    Clarification Board Ask a Question

    • 03 Aug 2017Sanay Ltd

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

    • 03 Aug 2017Francis E.

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

    • 02 Aug 2017Jill A.

      Hi, why do you want to change software systems?

    475066474880474466
    01/09/2017
    $$

    - or -

    Post a project like this
    Tim M.
    Tim M.
    100% (108)
    Projects Completed
    86
    Freelancers worked with
    76
    Projects awarded
    32%
    Last project
    19 Dec 2022
    United Kingdom

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