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Confirming the switchover date

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Ideally, you want to move to a new system at the start of an accounting period — or, even better, the start of a new financial year. Activating automatic bank feeds may take up to ten business days, so if a suitable cutover date is looming in your calendar, start the process of setting up Xero early, with a focus on activating the bank feeds. Return to Xero as the impending day approaches to complete the set-up process, and switch over on the first day of the next period.

Xero For Dummies

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