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Client Portals
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Xero Conversions
Basic Setup and Check-up
Set up Xero data file, organization details and business information
Chart of accounts
Invoice branding
Setting up live feeds from your bank account(s) into Xero
Import all contacts (customers, suppliers and employees)
Advanced Setup and Conversion
Includes all Basic Setup
Make sure conversion balances are correct
Data import
Sales data
AR/AP
Fixed assets
Historical bank statements
One hour of training included for our monthly subscription clients