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Moving to the new system

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You can approach pulling the plug in a couple of ways:

 Set up Xero and switch over instantly: This means you’re no longer actively using the old accounting system, and you’ve focused all your energies on learning and using Xero.

 Set up Xero but run the accounting systems in parallel: This means energies are divided between working on the old and new system and on learning Xero — and you’re probably going to spend extra time out of your day running two systems. However, it means you can compare reports produced. Once you’re confident Xero is capturing all data, you can turn off the old system.

You need to decide what suits your style and method of operation. Make sure Xero meets your business requirements, and review what you expect from your accounting software. Then focus on getting your Xero file set up, activating bank feeds, defining a clear switchover date, and working towards the goal of moving completely to Xero as swiftly as possible — like ripping a plaster off!

Xero For Dummies

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