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Xero Migration: Rawcliffe’s Steps to Implementation

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The following article outlines the Xero Migration process which means switching a client’s bookkeeping systems over to Xero Cloud Accounting. Once a Client informs us they would like to begin using Xero, we action the following steps…

 

xero step 1

Rawcliffe & Co will allocate a Xero subscription to the client’s business and enter the opening balances. They are then added as a User via their preferred email address.

 

xero step 2

The client will receive an email from Xero inviting them to setup an account and to join their Business’s Xero Account as a User.

 

Xero step3

Clients who do their own bookkeeping are ready to begin using the software. On request we can send support articles and online links to video walk throughs. We also offer in house training with one of our Xero certified team members.

 

xero step 4

Both Bookkeeping and Non-Bookkeeping clients can use their Xero Login to setup bank feeds for bank accounts. [This means they will no longer need to send us bank statements.]

 

FAQ

 

‘Is setting up a bank feed complicated?’

No. On the whole it is a fairly straightforward process if you already have online banking and your bank allows a direct feed with Xero.

Here is how you set up a bank feed once who have a Xero account….

To set up bank feeds login in to your Xero Account…

  • Go to the ‘Dashboard’ page where each of your Business Bank accounts should be shown in its own box.
  • Click the “Get bank feeds” button of the Account you want to set up.
  • You will be asked for your Online Banking Login details.
  • Depending on your bank you may be asked to complete additional security measures.
  • Follow the on-screen instructions to complete the process.

 

Watch the video...

 

xero migration‘Can I still set up a bank feed if I don’t have online banking?’

Yes. If you do not have online banking, you may still be able to set up a direct feed. To do this, you will need to complete an authority to disclose information form which we will send to you.

‘What if my bank does not allow a direct bank feed with Xero?’

Some banks do not allow direct bank feeds with Xero. In such cases it is possible for us to set up a Yodlee feed [a 3rd party bank feed provider] which then automatically imports your transactions into Xero. [Watch the video]

Alternatively, you can continue to forward your bank statements to us which we will convert to a csv. file and upload to Xero.

 

Please do not hesitate to get in touch if you have any further questions. Your Accountant or one of our Xero Migration Specialists are always on hand to answer any queries you may have, or to offer assistance.

 

 

Related Rawcliffe & Co Articles:

 

How to get the most out of Xero right from the start…

XERO: Why Your Business Should Make the Switch

Digital Accounting Services

 

All Xero Articles