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I will migrate your books between quickbooks online, xero and zoho books
Chartered Accountant UK Xero and Quickbooks Specialist
Hello! I am Mayur, a Chartered Accountant (India) and Certified Xero Professional & QuickBooks Online ProAdvisor. I specialize in helping UK-based SMEs, e-commerce businesses, and accounting firms mai...
About this Gig
Moving from QuickBooks to Xero, Xero to QuickBooks, either one to Zoho Books, or off QuickBooks Desktop, Sage or Tally?
Conversion tools move data. They don't check that the numbers still agree afterwards. I'm a Chartered Accountant (ICAI, India), Xero Certified Advisor and QuickBooks Online ProAdvisor, and I work in Zoho Books too, so I know how each system treats opening balances, tax codes and foreign currency.
WHAT I MIGRATE
- Chart of accounts, mapped to the new system
- Customers, suppliers and items
- Opening balances, open invoices and open bills
- Transaction history (Standard and Premium)
- VAT or sales tax settings and multi-currency
WHAT YOU GET
A trial balance tie-out between the old and new system for every month migrated, plus a short list of anything that needs your decision.
HOW I WORK
Inside your accounts with user access you control, on firm-owned computers with 2-step login. NDA on request.
Message me with your old system, your new system and how much history you want moved, and I'll confirm the right package.
Financial software:
QuickBooks
•
Xero
•
Zoho Books
Industry:
Construction
•
E-Commerce
•
Retail & wholesale
Target country:
New Zealand
•
United Kingdom
•
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
Which migrations do you handle?
QuickBooks Online, Xero and Zoho Books in any direction, plus QuickBooks Desktop, Sage and Tally into any of the three.
Will I lose my history?
Only if you choose to. Starter moves balances; Standard and Premium bring transaction history across and tie it out month by month.
Do you use a conversion tool?
Where a tool is the reliable choice I'll tell you before starting. Any paid tool is billed to you by its provider, and I check its output line by line.
Can you connect my bank feeds?
You connect the feeds with your own bank login; I then set up the bank rules and check the first reconciliations.
Can you also train my team on the new software?
Yes. Premium includes a 1-hour handover call, and my Zoho Books training gig covers fuller training.
