Switch My Books

Move from Kashoo to Xero with Confidence

Upgrade to Xero’s powerful, cloud-based accounting solution with Switch My Books’s trusted migration services. Fast, accurate, and tailored for businesses worldwide. Request your free quote today!

Steps

Our Migration Process

Our smart, modern approach ensures your move from Kashoo to Xero is quick and accurate, with minimal disruption.

01

Planning

We review your Kashflow setup and business needs to create a custom migration plan.

02
Data Extraction

We securely pull your data, including accounts, transactions, and contacts, from Kashoo.

03

Mapping & Conversion

Your data is carefully mapped to Xero, preserving multicurrency and tax settings.

04

Import & Testing

We import your data to Xero, run thorough checks, and provide support to ensure everything works.

Benefits of Migrating from Kashoo to Xero

Simpler Accounting

Simpler Accounting

Xero’s modern, user-friendly design streamlines financial tasks, offering a smoother experience compared to Kashoo’s basic setup.

Cost Savings

Cost Savings

Xero’s flexible and affordable plans help businesses reduce overall software costs while maximizing value and functionality.

Real-Time Insights

Real-Time Insights

Gain instant access to detailed financial reports and dashboards, offering faster and more comprehensive insights than Kashoo.

Global Scalability

Global Scalability

Xero enables easy international expansion with multicurrency capabilities and integrations, perfect for growing global businesses.

Why More Businesses Are Choosing Xero over Kashoo

Xero delivers a more advanced, flexible, and scalable accounting experience compared to Kashoo’s more basic platform. Here’s how they compare:

Feature
Xero
Kashoo
Ease of Use
Clean, intuitive interface designed for businesses of all sizes
Simple interface, primarily suited for sole proprietors and small businesses
Accounting Features
Full double-entry accounting, invoicing, bills, payroll, and more
Basic accounting tools with limited features
Cloud Access
Fully cloud-based with real-time multi-user collaboration
Cloud-based, but with limited collaboration features
Integrations
1,000+ app integrations (e.g., Stripe, Shopify, Square)
Limited integrations with fewer third-party apps
Reporting
In-depth, customizable financial reports updated in real time
Basic reporting with minimal customization options
Scalability
Ideal for growing businesses, multi-entity management, and larger teams
Designed for freelancers, consultants, and very small businesses

What’s Included in Our Kashoo to Xero Migration Services

We provide a thorough and accurate transfer of your financial data, ensuring every key aspect of your accounting is seamlessly migrated to Xero. Here’s what’s included in your migration:

 

Chart of Accounts

Chart of Accounts

We migrate your complete account structure, including account names, codes, types, and hierarchy, ensuring your financial reports remain consistent and clear in Xero.

Customers & Suppliers

Customers & Suppliers

All customer and supplier records are transferred, including contact information, addresses, tax settings, and payment terms to maintain smooth business operations.

Invoices & Bills

Invoices & Bills

Sales invoices and purchase bills, both outstanding and historical, are migrated with full line-item details, references, issue dates, and tax information accurately preserved.

Payments & Credits

Payments & Credits

We move your complete payment history, including applied and unapplied payments, customer credits, supplier refunds, and any outstanding balances.

Bank Transactions & Reconciliations

Bank Transactions & Reconciliations

All historical bank transactions, reconciliations, and imported bank statement records are migrated to maintain a full and verifiable financial audit trail.

Journals & Adjustments

Journals & Adjustments

General ledger journals, manual adjustments, and recurring entries are transferred carefully to ensure the financial integrity of your migrated data.

Payroll Data (if applicable)

Payroll Data (if applicable)

Employee profiles, pay details, pay runs, deductions, and year-to-date figures are securely migrated to meet your payroll compliance and reporting requirements.

Attachments & Notes (if supported)

Attachments & Notes (if supported)

Supporting documents such as receipts, invoices, contracts, and internal notes linked to transactions or contacts are transferred to preserve business records.

Free Checklist Download:

“How to Prepare for Your Software Migration”

Global Xero Migration Experts

At Switch My Books, we specialize in helping businesses worldwide switch to Xero. Our team excels in:

Multicurrency Migrations

Multicurrency Migrations

Accurate conversions for global transactions, supporting currencies like USD, EUR, GBP, and AUD.

Regional Compliance

Regional Compliance

Configuring tax settings (e.g., VAT, GST) to meet local regulations in the UK, Australia, and beyond.

Complex Setups

Complex Setups

Handling multi-entity businesses, group structures, and custom workflows from Kashoo.

With clients in the US, UK, Australia, and more, we’re your trusted partner for global Xero migrations.

Global Xero Migration Service by Move my Data

Types of Businesses We Convert to Xero from Kashoo

Xero offers a more powerful, flexible solution compared to Kashoo’s basic accounting tools. Here’s how they compare:

Small Businesses

Small Businesses

Businesses seeking a modern, scalable, and cloud-based accounting platform.

E-commerce

E-commerce

Online retailers needing stronger inventory, payment, and tax management.

Professional Services

Professional Services

Consultants and agencies looking for smarter billing and detailed reporting.

Manufacturing

Manufacturing

Product-based businesses requiring centralised, real-time financial visibility.

Why Businesses Trust Switch My Books

When it comes to migrating your accounting software, you need a trusted partner who guarantees accuracy, security, and efficiency. Switch My Books offers expert migration services tailored to your business’s needs, ensuring a seamless transition with minimal disruption. Here’s why businesses rely on us for their software migration:

Certified Advisors

Certified Advisors

Our certified specialists ensure smooth, expert-led migrations with maximum efficiency.

100% Data Accuracy Guarantee

100% Data Accuracy Guarantee

We ensure every figure is transferred correctly, or we make it right.

Secure & Compliant Transfer

Secure & Compliant Transfer

Our processes comply with GDPR and SOC 2 standards, protecting your sensitive data.

Fast Turnaround Time

Fast Turnaround Time

Most migrations are completed within 1-3 business days to minimize operational disruption.

Custom Mapping

Custom Mapping

We tailor migrations to fit your unique data structures and custom fields

Dedicated Support

Dedicated Support

Our experts guide you every step of the way, from assessment to post-migration verification.

Ready to Switch to Xero?

Don’t let complex accounting slow you down. Move from Kashoo to Xero with our expert migration services. Get a free consultation and start saving time and money today!
Request Your Free Quote

Frequently Asked Questions

Most migrations take 1-4 weeks, depending on data volume and complexity. We work quickly to minimize downtime and get you up and running.

Yes, we use secure, encrypted processes and comply with GDPR and SOC 2 standards to protect your data.

Absolutely. We specialize in multicurrency migrations, ensuring accurate currency conversions and compliance with global regulations.

We provide tailored Xero training and ongoing support to help your team master the platform and integrate add-ons.

Yes, we transfer historical transactions, financial records, and other data, ensuring a complete and accurate migration.

Seamlessly Transition to Xero with Expert Assistance

Our Xero Migration Services are designed to simplify the process of switching to Xero, ensuring that your financial data is accurately transferred, securely managed, and fully operational. Whether you are migrating from legacy software, cloud-based platforms, or custom accounting solutions, our team of experts ensures a smooth transition tailored to your unique business needs. Below is a list of migration services we offer:

Let us handle your Xero migration and take the stress out of switching platforms. Reach out today to get started!

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