Xero & QuickBooks Training, Setup & Migration
The right software, set up properly.
Moving to Xero or QuickBooks should make life easier, not harder. We choose the right package with you, move your data across, connect your bank and apps, and train you and your team to use it with confidence.
Is this the right support?
- Businesses moving from spreadsheets or paper records to cloud accounting
- Companies switching from Sage, QuickBooks Desktop or another package to Xero or QuickBooks Online
- Owners whose existing Xero or QuickBooks has become untidy and needs a reset
- Teams who use the software every day and want to use it properly
- Businesses getting ready for Making Tax Digital
The work itself.
- Helping you choose between Xero and QuickBooks, and the right plan
- Setting up your chart of accounts, VAT settings, tracking and invoice templates
- Moving across your customers, suppliers, opening balances and history
- Connecting bank feeds, card accounts and payment providers such as Stripe or GoCardless
- Adding receipt capture with Dext or Hubdoc, and other apps you rely on
- Setting up bank rules so routine transactions code themselves
- Training sessions for owners, bookkeepers and staff, in person or by video
- A health check on an existing Xero or QuickBooks file, with a list of fixes
What our Xero and QuickBooks training covers
Sessions are built around what each person actually does in the software, in person at our office or by video:
- 01The essentialsFinding your way around, reading the dashboard, and the settings that matter for a UK business.
- 02Sales and getting paidQuotes, invoices, repeating invoices, reminders and online payments.
- 03Bills, receipts and expensesCapturing receipts with Dext or Hubdoc, paying bills, and staff expense claims.
- 04Bank reconciliation and bank rulesMatching transactions quickly and setting up rules so routine items code themselves.
- 05VAT and Making Tax DigitalHow VAT is recorded, checking a return before it is filed, and quarterly updates for Income Tax.
- 06ReportsProfit and loss, balance sheet, aged debtors and cash flow, and what to look for in each.
How information reaches us.
Before we start
We look at how you work today, what you need from the software and which apps you already use.
The switchover
We agree a cut-off date, move your data, and check that balances match your old system before you rely on the new one.
After go-live
Short follow-up sessions in the first months, so questions get answered while habits are forming.
The role of QuickBooks and Xero.
We work in Xero and QuickBooks Online every day, alongside apps such as Dext, Hubdoc, Stripe, GoCardless and A2X. Software subscriptions are paid directly to the provider unless your proposal says otherwise.
Agreed before we begin.
Setup and migration are quoted as a fixed one-off fee, depending on how much history needs moving and how many accounts and apps are involved. Training can be a single session or a short course, depending on what your team needs.
What we'll need from you.
- Access to your current records or software, and an export of your data
- Bank and card statements for the switchover period
- A list of the apps and payment providers you use
- Time from the people who will use the software for training
Four quiet steps.
- 01
Discovery call
We learn how your business runs and recommend the right software and plan.
- 02
Proposal
A fixed quote for setup, migration and training, with a target go-live date.
- 03
Setup and migration
We build your file, move your data, connect banks and apps, and reconcile balances.
- 04
Training and support
Hands-on sessions for you and your team, then follow-up while you settle in.
Worth asking.
Yes. Most of our Xero and QuickBooks training is for owners and staff who are new to the software. We start with the basics and build up to the tasks each person needs, using your own company file where possible.
Both are excellent for UK small businesses and both work with Making Tax Digital. Xero suits businesses that want lots of connected apps and multiple users; QuickBooks has a strong mobile app and suits owners who run things from their phone. We recommend one after seeing how you work.
Yes. We move customers, suppliers, opening balances and, where it is useful, transaction history. We check the balances match your old system before you switch it off.
A straightforward move from spreadsheets can be live within a week or two. Moving several years of history from another package takes longer. We agree a go-live date in your proposal.
Yes. We run sessions for owners, bookkeepers and team members, tailored to what each person does in the software, from raising invoices to reconciling the bank.
Yes. We start with a health check, list what needs fixing, and then tidy up bank rules, coding, VAT settings and old unreconciled items so the figures can be trusted again.
