Book the Xero Setup & Conversion for Professionals
This advanced course is designed for financial professionals, accountants and bookkeepers, who want to perform an initial setup of Xero for a new business, or convert clients into Xero from other accounting software. It is worked through real setups and conversions rather than a demo company.
Moving your own business to Xero? Our Xero Grow migration service does it for you, and trains you on the finished file. See Xero Grow The advanced course below teaches accountants and bookkeepers to do it for a client.
What the course covers
- Setting up Xero for a new client from scratch, including the chart of accounts and GST settings
- Converting a client from MYOB, QuickBooks or a spreadsheet, and deciding what to bring across
- Opening balances agreed to the last finalised year, and how to prove they agree
- Choosing a conversion date, and what to do when the client is mid-quarter
Bring a setup or conversion you are working on if you can. The course runs against real files rather than a demo company, and it is far more useful when one of them is yours.
Pick a time that suits you
The calendar is run by Calendly, which receives the details you enter. Our privacy policy explains how we handle them.
Not sure this is the right session?
If your bank reconciliation is out, everything is out. Book a free 30-minute Initial Discovery Session and we will tell you which session you actually need.
Download Your FREE Xero Health Check
Identify common bookkeeping errors and discover simple fixes for smoother financial management, written in plain English.