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Moving from Clearbooks to Xero

  • Fellow PM.Dip
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  • # 123184

Hello,

My client wants to change their accounting and payroll software from Clearbooks to Xero. My client has quite a complex business using projects (like Xero's tracking categories) and multi-currency. Last year they used 63 different projects. I'm not confident that I have the time or expertise to do this conversion myself - can anybody recommend a company that might do this for us? I've found a couple of possibilities online, including MMC Convert, but they've got quite mixed reviews and I don't want to find myself in an almighty mess!

Thank you for taking the time to read this.

Harriet

  • Member
  • Practice Licence
  • 1 post
  • # 123187

Harriet Bruce said:

Hello,

My client wants to change their accounting and payroll software from Clearbooks to Xero. My client has quite a complex business using projects (like Xero's tracking categories) and multi-currency. Last year they used 63 different projects. I'm not confident that I have the time or expertise to do this conversion myself - can anybody recommend a company that might do this for us? I've found a couple of possibilities online, including MMC Convert, but they've got quite mixed reviews and I don't want to find myself in an almighty mess!

Thank you for taking the time to read this.

Harriet


 Hi Harriet

I am a director of a company, specialising in migration to Xero and set ups, as well as offering bookkeeping services. I have just started my business, moving from a large accounting firm where I migrated clients from other softwares to Xero and provided Xero training and support.

It would be very usefult to have a chat in the first instance to see if I can help. I would need to chat with you and your client to fully scope out the services and ensure that I can help, so happy to have the conversation.

If you'd like to see more about me and what I can do please have a look at digitaladvisorybookkeeping.com or email me at jane@digitaladvisorybookkeeping.com

Many thanks

Jane

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