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Transferring data that is all over the place

  • 2 posts
  • # 123113

Hi all,

I have gotten my first client and their books are in a bit of a muddle. They started using Xero and expenses are recorded on there but sounds like some data is in spreadsheets. There were problems with their accountant and recently moved to a new one, who suggested Sage as the better software. We currently don't have balanced books, please also consider this will be 3 years worth as they are behind in filing. 

My question: Do I

1. get everything on Xero and get the books balanced (if possible) before moving across 

2. create some some sort of order with maybe a mannual reconciliation and import piecemeal from Excel and Xero 

3. Start from scratch with Sage (currently unsure of the volume of transactions)

 

Any help and advice would be welcomed. 
Stardoe
  • 195 posts
  • # 123139

Tiamaria said:

“

Hi all,

I have gotten my first client and their books are in a bit of a muddle. They started using Xero and expenses are recorded on there but sounds like some data is in spreadsheets. There were problems with their accountant and recently moved to a new one, who suggested Sage as the better software. We currently don't have balanced books, please also consider this will be 3 years worth as they are behind in filing. 

My question: Do I

1. get everything on Xero and get the books balanced (if possible) before moving across 

2. create some some sort of order with maybe a mannual reconciliation and import piecemeal from Excel and Xero 

3. Start from scratch with Sage (currently unsure of the volume of transactions)

 

Any help and advice would be welcomed. 

”

Hi Tiamaria.  Sounds like a bit of a nightmare! (By the way it's "got" not "gotten" which is typically American).  Personally I would like to have everything straight and balanced before moving to a new software so as not to carry forward any errors/muddles onto Sage, but you could also sort it manually before putting it onto Xero.  Good luck!  Personally I love a challenge... :-)

Pauline
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