Get a quote Xero Migration Quote Accounting & Bookkeeping Service Xero Migration Quote Step 1 of 3 33% Name*Business Name*Email* Telephone*Country* Software Migrating From*Software Migrating FromAccess DimensionsAquillaAkauntingBenchClearBooksCrunchExactExchequerFreshBooksFreeagentGodaddyKashooKashflowMicrosoft DynamicsMYOBNetSuitePandlePegasusQuickenQuickfileQuickBooks DesktopQuickBooks OnlineReconRevisoSAPSage 50Sage 200Sage 300Sage Business CloudSage IntacctTwinfieldVT SoftwareWaveXeroXledgerZipBooksZoho BooksOthersSoftware Migrating To*Software Migrating ToClearBooksFreeAgentFreshBooksKashFlowMYOB BusinessNetSuite ERPQuickBooks OnlineReconSage Business CloudXeroZohoBooksOthersName of the software migrating from*Name of the software migrating to*Conversion Date (dd/mm/yyyy)*DayDay12345678910111213141516171819202122232425262728293031MonthMonth123456789101112YearYear20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Financial Year End Month*SelectJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberMigration Period (Historical date from when data needs to be migrated)*Do you need full historical transaction or just financial year end figures?* Full historical transaction – Useful for reporting or referring to past data Financial year end figures- Useful for a fresh start or really messy legacy data Average number of sales invoices per month?*Average number of purchase invoices per month?*Average Number of Bank Transactions per month?*Do you want to use Multicurrency feature?* Yes No Number of foreign currencies Bank account?*Do you want to use Fixed Asset register features?* Yes No Number of Fixed Asset at Conversion date?*Do you want to use tracking/ department/cost centre?* Yes No Number of tracking/department/cost centre* Do you need payroll migration?* Yes No Number of employees?*Do you need Pension setup (UK Only)?* Yes No Number of employees?*Do you want to use Project feature?* Yes No Number of projects you want us to setup including historical project?*Do you want certain files attached to Transaction?* Yes No Number of attachments?*Do you want to use Inventory features?* Yes No How many inventory items do you have?*Do you need third-party app integration?* Yes No Name of connected App*Message*Consent* I consent to my data being stored and used for onboarding purposes*Consent* You agree with our privacy policy*CAPTCHA Accounting & Bookkeeping Service This field is hidden when viewing the formCommon FieldsName*Business Name*Business Email* Telephone*Country*Type of business*Select Business TypeSole TraderLimited CompanyPartnershipSelf EmployedLandlord Tax ReturnEcommerce BusinessCryptocurrency IndividualsCryptocurrency BusinessOtherThis field is hidden when viewing the formSelf EmployedPlease describe what type of work do you do as Self-employed?*This field is hidden when viewing the formLandlord Tax ReturnHow many rental properties do you have?*This field is hidden when viewing the formLimited Company, Partnership, Sole Trader, OtherWhat size is your business annual Turnover?*SelectUnder £100K Annually£100K - £250K Annually£250K- £500K Annually£500K - £750K Annually£750K- £1M Annually£1M - £2M Annually£2M - £4M Annually£4M - £6M Annually£6M - £10M Annually£10M - £15M Annually£15M+ AnnuallyDo you need us to complete VAT Returns?* No Yes Do you want us to manage your Payroll?* No Weekly Fortnightly Monthly Number of Employees*Would you like us to manage your pension scheme?* No Yes How many employees are enrolled or need enrolling?*Do you need Management Accounts Report?* No Monthly Quarterly Do you need Cashflow forecasting Service?* No Yes Do you need Budgeting Service?* No Yes Do you need Virtual Finance Director Service?* No Yes Do you need Supplier Payments Service?* No Weekly Fortnightly Monthly Do you need Credit Control Service?* No Yes Do you need CIS Return?* No Yes Number of subcontractors*This field is hidden when viewing the formCryptocurrency IndividualsDid you make a profit on the sale of cryptoassets exceeding the annual exemption for Capital Gains Tax during any tax year (£12,300 for 2020/21 tax year)?* No Yes Have you previously declared all of your capital gains or profits to HMRC?* No Yes Not Sure How many exchanges have you traded on in the last financial year?*Approximately how many trades did you make in the last tax year?*What was your estimated gain/profit last tax year?Did you receive any Crypto from Airdrops, Staking, Mining, Chain splits, referral or Forks?** No Yes Please provide a brief description of the relevant crypto assets involved and the value received from these activities*Did you buy, sell, swap or create any NFTs ( Non-fungible tokens)in the last tax year?* No Yes Please provide a brief description of the relevant crypto assets involved and the value received from these activities*This field is hidden when viewing the formEcommerce BusinessBusiness Type*SelectSole TraderLimited CompanyPartnershipOtherPrimary Business Model*SelectPrivate LabelDropshippingRetailResellerWholesalePrint on demandOtherWhat size is your business annual Turnover?*SelectUnder £100K Annually£100K - £250K Annually£250K- £500K Annually£500K - £750K Annually£750K- £1M Annually£1M - £2M Annually£2M - £4M Annually£4M - £6M Annually£6M - £10M Annually£10M - £15M Annually£15M+ AnnuallyWhich platforms are relevant to your business?*SelectAmazonShopifyEtsyEbayWoocommerceMagentoOtherHow many orders does your business receive per month?**Do you need us to complete VAT Returns?* No Yes Do you want us to manage your Payroll?* No Weekly Fortnightly Monthly Number of Employees*Would you like us to manage your pension scheme?* No Yes How many employees are enrolled or need enrolling?*Do you need Management Accounts Report?* No Monthly Quarterly Do you need Cashflow forecasting Service?* No Yes Do you need Budgeting Service?* No Yes Do you need Virtual Finance Director Service?* No Yes Do you need Supplier Payments Service?* No Weekly Fortnightly Monthly Do you need Credit Control Service?* No Yes Do you need CIS Return?* No Yes Number of subcontractors*This field is hidden when viewing the formCryptocurrency BusinessHow many exchanges does your business use?*Approximately how many trades does your Business do each month?*Does your Business use any Custody Solutions?* No Yes Please provide the name of the platforms*Does your Business use any Lending or Defi platforms?* No Yes Please provide the name of the platforms*Do you need us to complete VAT Returns?* No Yes Do you want us to manage your Payroll?* No Weekly Fortnightly Monthly Number of Employees*Would you like us to manage your pension scheme?* No Yes How many employees are enrolled or need enrolling?*Do you need Management Accounts Report?* No Monthly Quarterly Do you need Cashflow forecasting Service?* No Yes Do you need Budgeting Service?* No Yes Do you need Virtual Finance Director Service?* No Yes Do you need Supplier Payments Service?* No Weekly Fortnightly Monthly Do you need Credit Control Service?* No Yes Number of subcontractors*This field is hidden when viewing the formSEMI COMMON FIELDSThis field is hidden when viewing the formWhat size is your business annual Turnover?*SelectUnder £25K Annually£25K - £50K Annually£50K- £75K Annually£75K - £100K Annually£100k+ AnnuallyDo you want us to complete your Bookkeeping?* No Yes Number of transactions we will enter per month*What is a transaction? A transaction is one bookkeeping entry i.e. a sale, purchase, payment, or receipt. Do you have any other income ? (i.e Employment, Capital Gain, Rental, Pensions etc)* No Yes Please provide details of your other income.*This field is hidden when viewing the formCommon FieldsHow Did you hear about Cloud Accounting?*SelectGoogle SearchLinkedInInstagramFacebookReferralOtherPlease let us know who referred you*Please specify in the next field*MessageConsent* I consent to my data being stored and used for onboarding purposes*Consent* You agree with our privacy policy*CAPTCHA
