Migrating from Reckon to Xero? We’ve got you covered. At Switch My Books, we make moving to Xero simple, accurate, and stress-free. Our expert team takes care of the entire migration process for you, so you can focus on running your business instead of worrying about the numbers.
Steps
Our Migration Process
Our smart, modern approach ensures your move from Reckon to Xero is quick and accurate, with minimal disruption.
01
Planning
We review your Reckon setup and business needs to create a custom migration plan.
02
Data Extraction
We securely pull your data, including accounts, transactions, and contacts, from Reckon.
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 Reckon to Xero
Streamlined Accounting
Xero’s modern, user-friendly interface makes everyday accounting tasks faster and easier compared to Reckon’s dated and complex workflows.
Cost Efficiency
With flexible and affordable pricing, Xero helps reduce ongoing software and support costs for small to medium-sized businesses.
Real-Time Financial Visibility
Access up-to-date reports and dashboards anytime, giving you a clearer picture of your business finances compared to Reckon’s limited reporting tools.
Scalable for Growth
Xero supports multi-currency, third-party integrations, and automation features that help your business scale with confidence.
Why More Businesses Are Switching from Reckon to Xero??
Xero provides a modern, cloud-based solution that’s easier to use and more flexible than Reckon’s traditional desktop and hosted systems. Here’s how they compare:
|
Feature
|
Xero
|
Reckon
|
|---|---|---|
|
Ease of Use
|
Clean, intuitive interface for daily tasks
|
Outdated UI with a steeper learning curve
|
|
Pricing
|
Transparent, affordable monthly plans
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Variable pricing with added costs for add-ons
|
|
Multicurrency Support
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Built-in and easy to use
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Available but requires more setup
|
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Integrations
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800+ third-party apps (e.g., Shopify, PayPal)
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Fewer integrations, mostly basic add-ons
|
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Reporting
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Real-time, customizable financial reports
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Standard reports, less flexibility
|
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Scalability
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Built to support growing and global businesses
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Better suited for smaller, local operations
|
What's Included in Our Reckon to Xero Migration Services
We ensure a comprehensive and accurate transfer of your financial data, covering every critical component of your accounting system. Here’s what you can expect to be included in your migration:
Chart of Accounts
We migrate your complete account structure, including account codes, names, types, and hierarchies—ensuring your financial framework remains consistent in the new system.
Customers & Suppliers
All contact details, billing and shipping addresses, tax settings, and payment terms for your customers and vendors are securely transferred to maintain continuity in your business relationships.
Invoices & Bills
Historical and open sales invoices and purchase bills are migrated with full line-item details, dates, references, and tax information to keep your transactional records intact.
Payments & Credits
We carry over your full payment history, including applied and unapplied payments, customer credits, supplier refunds, and any outstanding balances.
Bank Transactions & Reconciliations
All historical bank transactions, including reconciled items and bank statement imports, are migrated to provide a clear and continuous audit trail.
Journals & Adjustments
We migrate your complete account structure, including account codes, names, types, and hierarchies—ensuring your financial framework remains consistent in the new system.
Payroll Data (if applicable)
Employee profiles, salary details, pay history, deductions, tax filings, and year-to-date payroll information are all securely imported to meet compliance and reporting needs.
Attachments & Notes (if supported)
Supporting documents such as receipts, contracts, and internal notes attached to transactions or contacts are carried over to retain valuable context and history.
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
Accurate conversions for global transactions, supporting currencies like USD, EUR, GBP, and AUD.
Regional Compliance
Configuring tax settings (e.g., VAT, GST) to meet local regulations in the UK, Australia, and beyond.
Complex Setups
Handling multi-entity businesses, group structures, and custom workflows from Reckon.
With clients in the US, UK, Australia, and more, we’re your trusted partner for global Xero migrations.
Types of Businesses We Convert to Xero from Reckon
Xero offers a modern, cloud-based solution that’s easier to use and better suited for today’s growing businesses. Here’s who benefits most from switching:
Small Businesses
Ideal for SMBs looking to simplify accounting and reduce software costs.
E-commerce
Perfect for online sellers needing real-time inventory, payment integrations, and multicurrency support.
Professional Services
Great for consultants, agencies, and service firms that rely on efficient invoicing and time tracking.
Manufacturing
If Reckon’s limitations are holding back your manufacturing business, it’s time to switch to Xero. Designed for growing light manufacturers, Xero offers intuitive cloud accounting with powerful inventory and workflow management
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
Our certified specialists ensure smooth, expert-led migrations with maximum efficiency.
100% Data Accuracy Guarantee
We ensure every figure is transferred correctly, or we make it right.
Secure & Compliant Transfer
Our processes comply with GDPR and SOC 2 standards, protecting your sensitive data.
Fast Turnaround Time
Most migrations are completed within 1-3 business days to minimize operational disruption.
Custom Mapping
We tailor migrations to fit your unique data structures and custom fields
Dedicated Support
Our experts guide you every step of the way, from assessment to post-migration verification.
Ready to Switch to Xero from Reckon?
Don’t Let Outdated Systems Hold You Back Move from Reckon to Xero Today. Upgrade your accounting experience by switching from Reckon to Xero with our expert migration services. Xero offers a modern, intuitive platform that saves you time, reduces manual work, and gives you real-time visibility into your finances.
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!