Stuck on Sage and feeling like you’re in the dinosaur age? 🦕
Xero subscribers have grown exponentially since the cloud-based accounting software was founded in 2006.
The platform is aimed at helping small businesses streamline their accounting processes so that they can spend more time doing what they love.
If you’re considering the switch from Sage to Xero we’re here to tell you that not only is this possible, but it’s also swift and straightforward.
We think so, but then, we’re massive Xero fans 😍 Sage is quite a complex accounting software, and while it has been a popular choice for larger corporations, Xero has grown into a fierce competitor in a short timeframe.
Xero is an excellent choice for businesses that don’t necessarily have the time to dedicate to their accounts or the knowledge to get the most out of their business finances.
Xero users get:
And so much more.
Whether you currently use Sage 50, Sage Instant or Sage Business Cloud Accounting, Xero has made it incredibly easy to transport up to two years of historical documents to your new platform.
They do this through a tool called Movemybooks, which will encrypt all of the data from your chosen period and convert it to be compatible with Xero. They will even upload it for you.
The process can take a few hours, depending on the amount of data you are transporting. We will explain how to make the switch a little further on, but videos are available on the website to help too.
There are a few things that you cannot transport from Sage to Xero:
It’s also worth noting that you can only carry over up to two years of records.
There are a few simple steps that you can carry out that will make the transition even smoother. These include:
Once these are completed, you should stop working on your Sage platform and begin working from your Xero account. With this in mind, we recommend scheduling the transition on a Friday or as the last project of the working day to minimise disruption.
After this, you can begin the moving process:
The next thing you need to do is request the upload to your Xero business account. It’s essential that you do not populate the account with anything other than the business name, year-end and VAT scheme for the process to work.
Once the conversion is complete, there are just a few more steps to ensure you’re working from a clean and tidy Xero account, and you’ll be ready to go:
And you’re all done! You’re ready to start reaping the benefits of Xero 🎉
Gravitate Accounting are Xero Gold Partners and can help take the strain away from your accounting so that you can do what you really love. Check out the range of services we offer and book a consultation.
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