Switch My Books

Seamlessly Transition from Sage to Xero

Make the switch to Xero’s intuitive, cloud-based accounting platform with confidence. Switch My Books offers expert migration services that ensure a fast, accurate, and hassle-free transfer of your financial data. Designed to support businesses worldwide, our team handles every detail so you can focus on growing your business. Request your free quote today!

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Steps

Our Migration Process

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

01

Planning

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

02
Data Extraction

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

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 Sage to Xero

Streamlined Accounting

Streamlined Accounting

Xero offers an intuitive and user-friendly interface that simplifies everyday accounting tasks, providing a smoother experience compared to Sage’s often more complex software environment.

Cost Efficiency

Cost Efficiency

With flexible and affordable subscription plans, Xero helps small and medium-sized businesses reduce their overall accounting software expenses without compromising on functionality.

Real-Time Financial Visibility

Real-Time Financial Visibility

Xero delivers instant access to up-to-date financial reports and interactive dashboards, enabling faster decision-making compared to Sage’s traditional batch processing.

Enhanced Global Capabilities

Enhanced Global Capabilities

Designed with growing businesses in mind, Xero supports multicurrency transactions and seamless integrations, making international expansion straightforward and efficient.

Why More Businesses Are Choosing Xero over Sage

Xero provides a streamlined, cost-effective solution tailored for small and mid-sized businesses, while Sage offers a more traditional accounting system with extensive features but added complexity. Here’s a clear comparison to help you understand the differences:

 
Feature
Xero
Sage
Ease of Use
Clean, intuitive interface designed for simplicity
More complex interface, steeper learning curve
Pricing
Transparent, affordable subscription plans
Higher upfront costs, additional fees for modules
Multicurrency Support
Built-in, easy to use with automatic conversions
Available but requires additional setup and licenses
Integrations
Over 800 third-party apps, including popular business tools
Extensive but fewer third-party integrations
Reporting
Real-time, customizable dashboards and reports
Powerful but often less user-friendly and slower to update
Scalability
Best suited for small to medium businesses, flexible as you grow
Designed for mid-sized to larger companies with complex needs

What's Included in Our Sage 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

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

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

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

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

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

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)

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)

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

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 Sage.

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

Global Xero Migration Service by switch my books

Types of Businesses We Convert to Xero from Sage

Xero provides a user-friendly, cost-effective alternative to Sage’s comprehensive but often complex accounting and business management software. Here’s how Xero compares and the types of businesses making the switch:

 

Small Businesses

Small Businesses

SMBs looking for an intuitive, affordable accounting platform without unnecessary complexity.

E-commerce

E-commerce

Online and brick-and-mortar retailers who require seamless inventory tracking and multi-currency capabilities.

Professional Services

Professional Services

Consultants, agencies, and freelancers seeking simplified invoicing and expense management.

Manufacturing

Manufacturing

Manufacturers and distributors moving away from Sage’s heavier ERP features to a more streamlined financial solution.

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?

Streamline your accounting by transitioning from Sage to Xero with our expert migration services. Our team ensures a smooth and accurate transfer, helping you save time and reduce costs. Schedule your free consultation today and take the first step toward more efficient financial management.

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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