Switch to Xero Without the Headaches
Take the stress out of switching accounting platforms. We handle the setup, data conversion, and training, so you can get back to running your business, not wrestling with spreadsheets.
Is This You?
Common Challenges We See
- Still using Sage 50 or QuickBooks Desktop and feeling stuck
- Data exports and manual entry taking up far too much time
- Unsure how to migrate historic records without losing accuracy
- Need a clean break from outdated systems but can’t afford disruption
- Want better reporting, automation, and cloud access but don’t know where to start
How Our Xero Migration Service Helps
- End-to-end Xero migration, including historic data and balances
- Custom setup tailored to your industry and workflows
- Optional process review to improve how your team works in Xero
- Hands-on training and post-migration support
Xero Migration Designed For...
Business
Owners
If you’re running a growing SME and want to move away from clunky desktop systems or spreadsheets, our Xero Migration service gives you a clean, cloud-based setup that saves time and improves visibility.
Accountants
& Bookkeepers
We partner with accountants who want to move their clients onto Xero without the hassle of managing the migration themselves. You stay focused on advisory work, while we handle the heavy lifting
Multi-Entity Businesses
Managing multiple companies or group structures? We’ll ensure your Xero setup is consistent across entities, with consolidated reporting and streamlined processes to give you a single source of truth.
What’s Included in Hyphen's Xero Migration?
Setup
We’ll configure your Xero account based on your current chart of accounts, adjusting it to fit Xero’s structure without losing the familiarity of your existing setup. We also take the time to tailor your Xero settings to match how your business operates, from financial year start dates to tax settings.
Migration
This includes transferring historical transactions, typically at least two full financial years, as well as balances, open invoices, bills, bank reconciliations, and payroll data if required.
Training & Support
We deliver a tailored Xero training session for your team, walking you through the day-to-day tasks you’ll need . Whether that’s raising invoices, reconciling bank transactions, or running management reports.
Scoping Call
We’ll review your existing setup, confirm what’s needed, and advise on the best approach.
Planning your Xero Migration
You’ll receive a detailed project plan including scope, timeline, and deliverables
Data Migration
We’ll convert and import your data, then configure your Xero account.
Training & Testing
You’ll receive tailored training and support to ensure confidence with Xero.
Go Live
We’ll finalise your setup and support your team post-launch to ensure a smooth transition.
How It Works
What our clients say
Why Choose Us
Xero-Focused, Not Generic
We don’t try to do everything. Hyphen Digital specialises in the Xero ecosystem. Which means your migration is handled by people who understand the platform inside and out, including its quirks, best practices, and connected apps.
More Than Just a Data Dump
We go beyond simply moving your figures from A to B. Every Xero Migration includes a review of your processes, setup recommendations, and optional improvements to how you work. You’re not just migrating, you’re upgrading.
Human Support, Not Just Software
You won’t be left to figure things out with a help article. We provide hands-on support, live training, and real people to speak to. Got a question post-migration? You’ll know exactly who to call.
Built for Growing SMEs
We work exclusively with small to mid-sized businesses who are scaling or modernising. Whether you're switching from Sage, QuickBooks, or spreadsheets, our Xero Migration service is built to get you future-ready fast.
FAQs
Frequently asked questions
How long does a Xero migration take?
Most migrations take between 1 to 3 weeks, depending on the size of your business, how much data we’re transferring, and whether we’re connecting additional apps. We’ll confirm your exact timeline after the initial scoping call.
Can you migrate from Sage or QuickBooks to Xero?
We frequently migrate clients from Sage 50, Sage Business Cloud, QuickBooks Desktop, and QuickBooks Online to Xero.
Will I lose any of my data?
No. We make sure all key financial data is securely transferred, including your chart of accounts, contacts, historical transactions, open invoices, and bank balances. We also reconcile everything post-migration to ensure nothing slips through the cracks.
Do I need to pause my bookkeeping during the migration?
Not necessarily. In most cases, you can continue with business as usual while we handle the migration in the background. We’ll give you clear guidance on any cut-off dates and how to avoid data duplication
Can you provide training for my team?
Absolutely. Every Xero Migration includes a tailored training session, recorded for future use. We’ll walk your team through the day-to-day tasks they need to know, and we include 30 days of post-launch support to help them settle in.
