Business Insight

Top tips for Switching to Xero Accounting Software

April marks the start of a new financial year for many UK businesses, making it an ideal time to consider switching your accounting software. If you’re considering Xero, here’s what you need to know:

  1. Evaluate Your Reasons: Assess why you want to switch and how Xero aligns with your business needs in terms of features, scalability, user-friendliness, integrations, and cost.
  2. Choose the Right Plan: Select the Xero plan that suits your business size and requirements from starter, standard, premium, or ultimate packages.
  3. Data Migration: Move your data from your current software to Xero. While tools like Movemybooks can assist, starting fresh on Xero and transferring only necessary data can help streamline the process. Here’s a short video we’ve done on the Xero conversion process :
  4. Training and Integration: Invest in training with a certified Xero advisor to tailor the software to your needs. Consider integrating add-on software like Dext for enhanced functionality.
  5. Transition Assistance: Consider working with a Xero partner for assistance in the transition process.
  6. Keep Old Software Running: Maintain your old software temporarily to ease the transition. Ensure you’ve downloaded all accounting data before closing the license.
  7. Bank Reconciliation and Updates: Regularly reconcile bank accounts and stay informed about Xero updates and features.
  8. Smooth Transition: Take your time setting up Xero correctly to ensure a smooth transition. Xero currently offers discounts for new users.

By following these steps, you can seamlessly switch to Xero and enjoy its benefits as quality accounting software. Xero has some good discounts too at the moment for anyone moving across see on their website –

If you need help with this or have any questions please get in touch with us.