Import Xero files to Hosted

NM2021

We are in the process of taking on the financial management of a company that presently uses Xero for its accounting package. We use Reckon Hosted and do not want to have two different packages. How easy is it to import data from Xero into Reckon? Is this possible at all? The actual accounting is pretty basic, just creditors and debtors and GST, no payroll. Thanks

Rav

Hi @NM2021

I'd highly recommend checking out our Data Migration service which I'll link more info to below. If you send a request through to the team from there they'll be able to work through some options with you in relation to transitioning data over.

https://www.reckon.com/au/support/data-migration/

Zappy

Rav if Im converting from Xero what is DM able to bring across, apart from names, accounts, items?

Rav

Hi @Zappy

I'll tag my mate @ReckonDataRecovery here to see if he can provide some further insight to your question.

Datarec

Hi @Zappy

The Data Migration Team can provide the following for the free migration only.

Lists types (Chart of Accounts, Items, Customers, Suppliers, Employees[Name/Addresses only])

The chargeable custom conversion can also bring across payroll related setup info (pay items, payroll leave setup), individual transactions (bill, cheques, invoices, journals, payments, pay cheques).

A quote is provided based on the clients specific requirements.

This is performed by our 3rd party migration partner Odyssey Resources.

Use the following web form to get in touch with the Data Migration Team.

https://www.reckon.com/au/support/data-migration/

NM2021

Thanks for this info - will be in touch once we have 'ownership' of the xero file. No payroll as mentioned, so maybe a little easier! We will want individual transactions bought across . Regards, Nicky