Alex Hartley


Sage Client Transfers to Xero Cloud Accounting: A Smooth Transition Guide

JacRox can help you with the transition from Sage to Xero

Introduction: The Need for Modern Accounting Software

Welcome to JacRox, a brand division of Jack Ross Chartered Accountants in Manchester. We are dedicated to offering expert Xero services to a wide variety of clients, from sole traders to large corporations. If you are in need of state-of-the-art cloud accounting software, use the contact form on the right and one of our JacRox team will be in touch to discuss next steps.

In the digital age, accounting software has evolved from mere data entry programs to robust platforms offering real-time insights into your business finances. Consider switching if you are still relying on older systems like Sage Business Cloud Accounting or QuickBooks Desktop. This guide will walk you through moving from Sage to Xero cloud accounting, aided by efficient tools like MoveMyBooks.

Why Switch from Sage to Xero?

Xero is a cloud platform that offers more than just accounting; it provides real-time insights and streamlines various business processes. The UK version of Xero offers a seamless experience tailored for British businesses, making it a fit-for-purpose solution.

Steps Involved in the Conversion Process

Assess Your Current Accounting Data

Before starting the conversion, examine your Sage data, including your chart of accounts, customer and supplier details, and financial data. This will give you a clear picture and help you make informed decisions for your business.

Consult with JacRox Accountants

Contact one of our JacRox Xero specialists using the form below. They can guide you through the conversion process, ensuring your new Xero account is set up correctly.

The Jack Ross Team has been an absolute delight. Professional, nice and fast during the Audit procedure. Thank you Jack Ross Team.

Very good service from the Jack Ross Team. They gave us good advice and completed a very efficient audit. They have a friendly and competent team. I would surely recommend them.

Brilliant service from the Jack Ross team in setting up several companies in very quick time, along with providing associated accountancy advice. Can recommend wholeheartedly as a leading accountancy practice with a can-do attitude.

Dan Gazzard 25/02/2022

First class service for many years from a first class team. Highly recommended. Prompt, commercially aware, personable.

Been using Jack Ross for a number of years. Good clear advice and nice people to do business with.

Jack Ross is based in Manchester and provides tax planning and Xero accounts. They are a long-standing and well-regarded firm with an excellent reputation. They provide their clients with exceptional service and a wealth of advice. I have no hesitation in using their professional services.

aj shelton 22/12/2021

Jack Ross has been my accountants since I set up my business in 2016. From the outset I was helped with advice, support and encouragement. I cannot commend them highly enough. Always on hand to answer any question and responsive to any changes in the economy which might concern their clients. I don’t have to worry about the financial side of my business as all of that is taken care of and dealt with by Umar and the brilliant team. If you are looking for a top class accountancy firm which maintains the personal touch they are for you!

I would recommend this account, knowledgable and helpful

syra bano 16/11/2019

I can confidently recommend Jack Ross Accountants. They are continually improving their service, greatly benefiting our company as well as me personally. The team at Jack Ross have helped suggest and set up innovative accounting software, adding training and support. This alone has been a massive step towards having more control and understanding of our company finances.

J 13/08/2018

We have enjoyed a solid and constructive relationship with JackRoss and Can highly recommend them for accountancy services.

We have been working with Jack Ross for over two years and the service has been fantastic. They have a great and knowledgable team who have taken good care of us and our accounts.

Meeting to review annual accounts and discuss future plans. Very productive as they definitely talk my language - on reflection probably the best such meeting in recent years. Many thanks Umar and Jamie

Jack Ross has serviced my Personal Tax requirements for the last 5 years. During some complicated challenges their advice was excellent and the customer service second to none and left me with no doubt all was in hand.

Following a recommendation, I have used Jack Ross for all my accounting needs (including payroll) since the inception of my business over 12 years ago. The relationship has been completely hassle free and I greatly value their service, which goes well beyond preparation of accounts. Their tax planning advice has been really helpful and I have always felt that they have ‘got my back’. Can’t recommend them enough.

We have finally found the Accountancy firm that we have been looking for! We switched over to Jack Ross towards the end of last year and from the very first contact to the recent submission of our end of year accounts the service provided has been fantastic and has easily exceeded our expectations. Thank you!

oliver kirk 22/03/2018

Excellent service; very helpful people and work done much quicker than I expected.

Paul Clark 29/09/2017

I have used Jack Ross as my accountants for a number of years. Their service is professional and accurate. They deal with queries promptly and I can always get hold of the person I need to speak to. Their digital product has made a big difference to the efficiency of my business. I would not hesitate to recommend them.

Benjamin 22/02/2017

Jack Ross have been my family and business accountants and financial advisors for over 50 years. The delivery of services is second to none and i would recommend them to anyone. We have also built up great friendships over the years, above and beyond that of a normal business relationship which i value greatly.

Rob Cowan 22/02/2017

We have been looked after by jack Ross for a number of years. They have given us fantastic tax advise and helped our company grow from strength to strength. A & f

Fee Munshi 16/02/2017

Excellent advice and an understandable explanation of a very complex area of tax and corporate law which other (so called) advisors managed to totally confuse me. Thank you.

I have had a relationship with Jack Ross for several years and continue to be impressed by the proactive support and diligent advice received across the breadth of the firm. Excellent at signposting.

Holly Jones 14/02/2017

Jack Ross have acted for our law company for over 5 years and have been professional, prompt, and knowledgable in all aspects of our dealing with them.

Data Transfer: What Gets Moved Across?

Financial Year and Year-End Data

Two years of historical data, including your financial year and year-end date, can be transferred seamlessly to your new Xero account.

VAT and Invoices

Your VAT records and invoices will move smoothly, keeping your accounting data intact. Once the conversion is complete, you can quickly authorise us to access your Xero account for any further assistance.

Benefits of Migrating to Xero

Real-Time Insights

One of the primary benefits of Xero is that it offers real-time insights, making it easier for you to make critical business decisions.

Streamlined Processes

With Xero’s cloud platform, you can streamline your accounting systems, saving time to dedicate to other aspects of your business.

Seamless Integration

Xero also offers seamless integration with other online software, enhancing functionality and making your business processes more efficient.

After the Conversion: What Next?

Verify the Transferred Data

Following the conversion, verifying that all data, including accounts from Sage and customer data, has been accurately transferred is crucial.

Utilise Xero’s Features

Xero offers a range of features, from Xero Payroll to real-time tracking, designed to make accounting and bookkeeping more straightforward.

Summary: Make the Move Today

Migrating from Sage to Xero is not only simple but beneficial. With the support of Xero partner accountants like JacRox, you can make the switch efficiently. Xero cloud accounting software provides a modern, streamlined approach to managing your business finances.

Alex Hartley
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Speak to a Xero Expert Today!

Take advantage of harnessing the full potential of Xero for your business. Whether you're a start-up, a thriving SME, or a larger enterprise, our Xero-certified accountants are ready to guide you through every step. Please fill out the form below, and let's begin your financial transformation.

Request a Call Back Now to get access to Xero experts 

This depends on your specific needs and preferences. Quickbooks Online and Sage are well-known accountancy solutions that offer helpful, user-friendly features such as invoicing tools, expense tracking systems and much more. However, if you’re looking for a modernised cloud-based solution, Xero could be your business’s better choice.

No special hardware is needed for conversion; you only need an internet connection. The only thing that might be required is ensuring that the latest versions of either Quickbooks Online, KashFlow or another supported accounting package are installed to enable seamless transfers.

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JacRox is transformational, saving us hours a week in mundane tasks, making life easier.

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On every occasion we’ve sent an enquiry they’ve been straight back to us with an answer

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Xero businesses we’ve helped achieve great things

Call back form

Speak to a Xero Expert Today!

Take advantage of harnessing the full potential of Xero for your business. Whether you're a start-up, a thriving SME, or a larger enterprise, our Xero-certified accountants are ready to guide you through every step. Please fill out the form below, and let's begin your financial transformation.

Request a Call Back Now to get access to Xero experts 

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