Читать книгу Xero For Dummies - Heather Smith - Страница 68

IN THIS CHAPTER

Converting data from a paper-based or spreadsheet accounting system

Moving data from a computerised accounting solution

Importing prepared data into Xero

Working through any issues involved with turning off your old system

If you’ve been maintaining your business records in a non-computerised system (okay, I mean a shoebox) or a computerised format, you can move your data across to Xero. Changing accountants or accounting systems is a significant business decision — but don’t let this stop you! Empower yourself and take responsibility for the project. This chapter outlines what is involved in converting to Xero from another system. You can simply bring opening balances into Xero or you can go through a more complex and involved conversion process, where you import historical transactions into Xero. Converting to Xero is an opportunity to detox your data — cleaning and streamlining it — and customise your data to generate useful business information. Have a specialist on call and give the conversion a go!

In this chapter, I take you through some tips for converting to Xero from a non-computerised system and from a computerised system, including some general guidance on working with CSV files and preparing your data for importing. I then take you through the specific processes for importing data into Xero, and cover some common issues that arise when turning off your old system.

Note: The process for exporting data from your old accounting system is different for each possible system. Fortunately, Xero can connect you with services that can help you convert some accounting files to Xero. A manual conversion is definitely possible; however, these days my preference is to use a conversion service because they are fast and efficient. My time is better spent cleaning up data to be converted, and reviewing the output, rather than manually recreating a Xero file. For more information, check out Xero’s conversion services at www.xero.com/marketplace/app-function/s/conversions. Chatting to your Xero Adviser to find out what the current deals are is also worthwhile.