Frequently Asked Questions

How do we get started?


1. We connect, discuss your needs and answer any question you may have. 2. You complete the intake information 3a. You upload a backup copy of the file you would like to convert to our secure, Canadian-hosted portal, or 3b. You invite us to your organization if you use an online accounting software 4. We will create a Xero trial subscription and migrate the information to it. Please don't create an organization first. 5. We will report back to you and set you up as a user to the Xero organization. 6. You can then verify the result and, once you confirm you are satisfied and we received the payment, we transfer the subscription to you.




How do I prepare my files for conversion?


The cleaner your file, the more accurate and faster the migration will be. To help us help you, please ensure that: All bank and credit card accounts are reconciled, and the outstanding items are cleaned up to the minimum. (e.g. stale-dated cheques are reversed, etc.) Payments and credit notes to either accounts receivable and to accounts payable are all applied to invoice(s) (for A/R) or bill(s) (for A/P).




What information cannot be migrated from Sage 50 to Xero?


Our team converts only the core accounting data from Sage 50 excluding the following: Budgets Tracked Inventory if using the FIFO method in Sage 50 * Invoice and bill descriptions if not using items or services Sales/Purchase Orders Draft invoices/Bills Payment Terms Invoice and other Templates Transactions posted after Convert date Deleted/Cancelled Transactions Notes mentioned in Contacts * Xero's inventory module has limitations. If you need inventory in Xero, please contact us to discuss the best options.




What is on the roadmap?


We have developed a beta version that can migrate tracked inventory. Note that Xero only has a basic tracked inventory module, so there are some inherent limitations. We will soon be able to migrate department/class information for individual transactions in to tracking categories allocation in Xero. We are working on multi-currency transactions conversions.




Does my data remain confidential after the conversion?


Yes, your data remains confidential, all our data is hosted on Canadian servers and encrypted at rest and in transit with both password and multi-factor authentication. Once the conversion has been completed and you have reviewed the Xero data, you can remove our users from the Xero account. On our side, we delete any remaining files. The only remaining data after conversion is a log file with the date of conversion, an exception report that includes no identifiers, example: "900 bills uploaded to Xero at 3:45".




What information cannot be migrated from Quickbook Desktop to Xero?


Our team converts only the core accounting data from Quickbook Desktop excluding the following: Budgets Tracked Inventory * Sales/Purchase Orders Draft invoices/Bills Payment Terms Invoice and other Templates Transactions posted after Convert date Deleted/Cancelled Transactions Notes mentioned in Contacts * Xero's inventory module has limitations. If you need inventory in Xero, please contact us to discuss the best options.




What information cannot be migrated from Quickbook Online to Xero?


Our team converts only the core accounting data from Quickbook Online excluding the following: Budgets Tracked Inventory * Sales/Purchase Orders Draft invoices/Bills Payment Terms Invoice and other Templates Transactions posted after Convert date Deleted/Cancelled Transactions Notes mentioned in Contacts * Xero's inventory module has limitations. If you need inventory in Xero, please contact us to discuss the best options.




I need to convert more than one company. Do you offer volume discount?


Yes. If you are looking at converting more than four companies to Xero, we offer volume discount.

This is great for bookkeeping firm and accounting firm that are looking a converting multiple clients, and for larger business group with multiple entities.
And you don't need to convert all the companies at once: the discount is applicable for those who commit the minimum volume of conversion upfront.

Please contact us for more information.