Phoenix - Your AI AssistantMigrate Excel data to QuickBooks Online or Xero for 5h
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2 days
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What you get with this Offer
Switching from Excel to accounting software like QuickBooks Online or Xero is a critical step for scaling your business—but incorrect migration can lead to data loss, errors, and reporting issues.
I provide a complete, accurate, and structured migration service that transforms your messy or manual Excel records into a fully functional accounting system.
Whether you are a startup, small business, or growing company, I ensure your financial data is properly organised, categorised, and ready for real-time bookkeeping and reporting.
What I Do for You:
I take your Excel files and convert them into a clean accounting system in QuickBooks or Xero, ensuring:
Correct setup of the chart of accounts
Accurate migration of transactions
Proper categorisation of income and expenses
Clean customer and supplier records
Opening balances setup
Bank data structuring (if provided)
Error checking and reconciliation support
Your accounting system will be fully ready for daily bookkeeping, reporting, and tax preparation.
Pricing Packages
Basic – £65
Small Excel Migration (3–5 Hours Work)
Up to 50–100 transactions
Delivery: 2–3 Days
Standard – £120
Medium Business Migration (6–10 Hours Work)
Full Excel migration
Up to 250 transactions
Delivery: 3–5 Days
Premium – £220
Full Business Migration & Setup (10–20 Hours Work)
Excel to QuickBooks/Xero migration
High-volume transactions
Full accounting structure setup
Advanced categorisation
Bank & reconciliation setup
Data validation & cleanup
Priority support
Delivery: 5–7 Days
I provide a complete, accurate, and structured migration service that transforms your messy or manual Excel records into a fully functional accounting system.
Whether you are a startup, small business, or growing company, I ensure your financial data is properly organised, categorised, and ready for real-time bookkeeping and reporting.
What I Do for You:
I take your Excel files and convert them into a clean accounting system in QuickBooks or Xero, ensuring:
Correct setup of the chart of accounts
Accurate migration of transactions
Proper categorisation of income and expenses
Clean customer and supplier records
Opening balances setup
Bank data structuring (if provided)
Error checking and reconciliation support
Your accounting system will be fully ready for daily bookkeeping, reporting, and tax preparation.
Pricing Packages
Basic – £65
Small Excel Migration (3–5 Hours Work)
Up to 50–100 transactions
Delivery: 2–3 Days
Standard – £120
Medium Business Migration (6–10 Hours Work)
Full Excel migration
Up to 250 transactions
Delivery: 3–5 Days
Premium – £220
Full Business Migration & Setup (10–20 Hours Work)
Excel to QuickBooks/Xero migration
High-volume transactions
Full accounting structure setup
Advanced categorisation
Bank & reconciliation setup
Data validation & cleanup
Priority support
Delivery: 5–7 Days
What the Freelancer needs to start the work
Please provide:
Excel bookkeeping files
Bank statements (if available)
List of customers & suppliers
Any existing accounting structure (if applicable)
Preferred software (QuickBooks or Xero)
Access to a QuickBooks/Xero account
Special instructions or reporting requirements