Have you ever transitioned to an accounting system tailored to your specific needs? Migrating your accounting system will result in significant reduction of accounting inefficiencies as well as an ability to sustain exponential growth thanks to a professionally architected system. What took 10 minutes with Xero can now be done in 30 seconds with our custom FreshBooks setup. Save your energy and mental capacity for tasks that you can personally influence within the organization. Standardize processes and support your team as you switch to the new platform seamlessly – shifting all the weight of the work to our Migration Team, while we guide your company through this journey.Migrate Today
How a migration project from Xero to FreshBooks looks like (step by step)
The process can get extremely complicated, especially as we add in the compliance and systematic control aspects of accounting ERPs. Broken down simply, the transfer of data works as follows
- Finalize the pre-requisites for the migration
- Configure settings
- Import the chart of accounts
- Import all other master data such as customers and vendors
- Import items
- Connect the bank accounts
- Enter the opening balances
No system is perfect, the ideal scenario would be to assess the current requirements based on your company's industry and tailor the ERP solution accordingly. All systems have their pros and cons; although the ones our firm currently supports are typically referred to as the flagship brand names. It all comes down to what your business needs in terms of growth, integrations, ease of use, and of course, pricing.
It is a tad vague to simply call one system better. Here are a few alternatives to Quickbooks that we would recommend (depending on industry, size, and growth)
Let’s hop on a call to discuss the scope of your project, what system you’re currently using, and where your business is headed. If you’re ready to move forward, we’ll…
You’ll receive a Statement of Work, and upon your confirmation, we’ll collec 50% of the project fee.
Your assigned SFIR consultant will ask you for the structural details of your business and your master data (e.g., your customer list, item list). Then, we’ll configure your system, customize any areas and modules as agreed, integrate with any other platforms you’re using, and connect your banks.
We’ll meet on Zoom to set up your users and their permissions (so your employees only see what they need to see), and to show you and your team the system. You’re all good to go!
We can conduct in-depth training for your employees and potentially take over your bookkeeping and accounting needs.