At Better Bookkeeping for Business, we provide comprehensive legacy accounting software upgrade services tailored to your business requirements. Our services include:
1. Initial Assessment & Consultation
We begin by assessing your current accounting system, business needs, and future goals. Our team identifies areas of inefficiency and recommends the best modern accounting software to meet your requirements, whether it’s Xero, QuickBooks, MYOB, or another solution.
2. Data Migration & Integrity
Migrating from legacy systems can be challenging, but our experts ensure all your financial data is securely transferred with accuracy. This includes:
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Chart of accounts
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Customer and supplier information
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Invoices, bills, and payments
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Bank transactions and reconciliations
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Payroll and employee records
We preserve historical data, reconcile accounts, and ensure everything is ready for immediate use in your new system.
3. Software Setup & Configuration
Once your data is migrated, we configure your new accounting software to suit your business structure:
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Customizing charts of accounts
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Setting up tax codes, GST, and BAS compliance
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Integrating bank feeds for real-time updates
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Configuring user roles and permissions for secure access
4. Workflow Optimization & Automation
Modern accounting software offers powerful automation features. We help you set up automated invoices, recurring payments, expense tracking, and bank feed rules. This reduces manual effort, eliminates errors, and improves overall efficiency in your bookkeeping processes.
5. Training & Ongoing Support
We provide comprehensive training for you and your staff, ensuring everyone can use the upgraded system effectively. Additionally, our team offers ongoing support, troubleshooting, and workflow optimization whenever needed.