Conversion Package

This conversion package is ideal for established businesses that are looking to make the switch to Xero from existing accounting software. UpKeeping makes this transition an easy experience.

Includes

• Free consultation to discuss your needs
• Set up of organisational and financial data
• Set up of business bank account feeds into Xero
• Invoice branding (design of invoice)
• Import of chart of accounts
• Import of open accounts payable and receivables
• Conversion balances
• Import of contacts (customers/suppliers)
• Payroll and employee portal setup (if required)
• Invitation of users
• 1 hour of training includes an overview of Xero, bank reconciliation, payables and receivables, expense claims and common mistakes. Additional training can be arranged.