Switch Your Accounting to Xero with Certified Xero Migration Specialist
Switch to Xero effortlessly with Switch My Books, your trusted partner for accurate and efficient financial data migration. Our certified Xero advisors ensure a smooth xero migration, empowering your business with real-time insights to thrive.
Why Businesses Trust Switch My Books
When it comes to migrating your accounting software, you need a trusted partner who guarantees accuracy, security, and efficiency. Switch My Books offers expert Xero migration services tailored to your business’s needs, ensuring a seamless transition with minimal disruption. Here’s why businesses rely on us for their accounting software migration:
Certified Advisors
Our certified specialists ensure smooth, expert-led migrations with maximum efficiency.
100% Data Accuracy Guarantee
We ensure every figure is transferred correctly, or we make it right.
Secure & Compliant Transfer
Our processes comply with GDPR and SOC 2 standards, protecting your sensitive data.
Fast Turnaround Time
Most migrations are completed within 1-3 business days to minimize operational disruption.
Custom Mapping
We tailor migrations to fit your unique data structures and custom fields
Dedicated Support
Our experts guide you every step of the way, from assessment to post-migration verification.
Migrate to Xero with Ease – We’ll Guide Your Team Every Step of the Way to Xero Migration
Would you like to switch from your current accounting system to Xero? Our expert Xero migration support made it simple. We’ve successfully transitioned hundreds of businesses from MYOB, QuickBooks, Reckon, Sage, AccPac, and more, ensuring a smooth conversion to Xero.
Let us handle the work quickly and smoothly, so you can keep focusing on your business.
Who is it best for?
What We Do-
- Review your existing accounts and financial data
- Confirm key business information (name, structure, currency, financial year, etc.)
- Set up your Xero account based on your business needs
- Import opening balances and historical data
- Transfer invoices, bills, and expenses
- Import multi-currency transactions using the original exchange rates
- Import data with tracking categories such as cost centres, classes, departments, or locations
- Connect and configure bank accounts
- Customise your invoice templates with your branding
- Activate bank feeds and import any missing transactions
- Provide hands-on Xero training for your team
- Recommend process improvements and best practices
- Work closely with your accountant or CPA to ensure a seamless setup
We can also assist with:
- Setting up employee profiles
- Registering for Auto Super (if applicable)
- Configuring payroll and compliance settings, including overseas payroll
- Setting up UK pension schemes
- Setting up Making Tax Digital (MTD) for VAT submissions
- Configuring other sales tax accounts (GST, US Sales Tax, etc.)
- Selecting and implementing the right apps for your business (eCommerce, inventory, project management, reporting, etc.)
- Importing purchase orders, sales quotes, and project data
What We Need From You-
To begin your Xero migration, please provide:
- Access to your current system or required reports
- Access to your new Xero account (if already set up)
- Business logo (PNG, JPG, or SVG) for invoice setup
- Employee details (if payroll setup is required)
- Answers to a short onboarding questionnaire
This will help us carry out your migration accurately and efficiently.
Our 4-Step Process
Assessment
We begin by thoroughly reviewing your current accounting system and the target platform to understand your specific needs and challenges
Data Mapping
Our team identifies all data elements to be transferred and creates a detailed mapping plan to ensure they align correctly in the new system.
Migration
Using advanced automation tools and rigorous validation checks, we securely transfer your data to the new platform.
Verification & Support
After migration, we conduct comprehensive checks to confirm data integrity and provide ongoing support to address any questions or concerns.
Switching accounting systems doesn’t have to be stressful—our seamless xero migration process ensures accuracy, security, and peace of mind every step of the way.
Benefits of Migrating to Xero
Switching to Xero with Switch My Books unlocks powerful tools to your well-organized accounting and boosts efficiency. Key benefits include:
Automated Bank Feeds
Save hours with daily transaction imports, eliminating manual data entry.
Faster Payments
Connect to payment platforms like Stripe and GoCardless for invoices paid up to twice as fast.
Real-Time Financial Insights
Access up-to-date reports and dashboards to make informed decisions.
Easy Invoicing
Create professional, recurring invoices with automatic payment reminders.
Cloud Accessibility
Manage finances anytime, anywhere, on any device with internet access.
Scalable Platform
Xero supports sole traders, SMEs, charities, and multicurrency businesses.
Over 800 App Integrations
Connect Xero with tools for CRM, inventory, and more to automate workflows.
Unlimited Users
Collaborate seamlessly with your team and accountants in the cloud.
Payroll Integration
Simplify payroll with automated tax calculations and employee management.
Which Types of Businesses We Support
Switch My Books provides Xero Migration Services for a wide range of businesses, ensuring a tailored approach for every client. We support:
- Sole Traders
- Limited Companies
- Partnerships
- Charities Or Non Profit Organization
- Multicurrency Businesses
- Franchise Businesses
- E-commerce Businesses
- Blockchain & Crypto Businesses
- Small and Medium Enterprises
- Overseas Entities
- Dual VAT Registered Businesses
- Group of Companies
No matter your industry or size, we ensure a smooth transition to Xero
Seamlessly Transition to Xero with Expert Assistance
Our Xero Migration Services are designed to simplify the process of switching to Xero, ensuring that your financial data is accurately transferred, securely managed, and fully operational. Whether you are migrating from legacy software, cloud-based platforms, or custom accounting solutions, our team of experts ensures a smooth transition tailored to your unique business needs. Below is a list of migration services we offer:
Let us handle your Xero migration and take the stress out of switching platforms. Reach out today to get started!
Ready to Move to Xero?
Take the first step toward smarter accounting with Switch My Books. Complete our Get A Quote or Book a Discovery Call to get a tailored quote and start your journey to Xero today.
Frequently Asked Questions
Yes, we migrate 100% of your financial data, including up to 12 years of transactions, ensuring a complete and accurate transfer.
Most migrations are completed within 1-3 business days, depending on the complexity and volume of data.
Absolutely, we configure Xero to seamlessly manage multiple currencies, ideal for global businesses.
Our custom mapping service ensures that all your unique data fields are accurately transferred.
Contact us! We support a wide range of platforms and can often accommodate unlisted software.
We provide hands-on support throughout the migration process, assisting with setup, troubleshooting, and ensuring a smooth transition to your new platform.
We work to minimize downtime during migration, ensuring your business operations are impacted as little as possible while data is being transferred.
Our team conducts rigorous data validation to prevent errors. If issues arise, we resolve them promptly at no additional cost.