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Accounting Software Setup and Data Migration
Xero, QuickBooks, FreeAgent or Sage installed, your data moved across and your team trained, for a fixed fee
We set up your accounting software properly from day one, move your data from old software or spreadsheets, enter any missing transactions and show you how to use it, so your records are accurate and Making Tax Digital ready.
- Set up and configured for you
- Data moved across safely
- Bank feeds and rules connected
- Fixed fee, agreed first
Get your software set-up fixed fee
Free, no obligation. We usually reply the same working day.
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How much does accounting software setup cost?
Choose what you need help with. Your fixed one-off price updates instantly.
Do you have a monthly package with us?
What do you need?
One-off fee. Software subscriptions are paid to the provider or through us.
In short
What is accounting software setup?
Accounting software setup means configuring cloud software such as Xero, QuickBooks, FreeAgent or Sage for your business: your chart of accounts, VAT settings, bank feeds, invoice templates and bank rules. Done properly, it means transactions are coded correctly from the start, VAT returns are accurate and your records meet Making Tax Digital rules. Setup often includes moving data from old software or spreadsheets.
- SoftwareXero, QuickBooks, FreeAgent, Sage
- Typical timescale1 to 3 weeks
- Making Tax DigitalCompliant from day one
- Our feeFree with any package
Who needs accounting software setup?
Getting the setup right saves hours of corrections later. It's worth doing properly if you're:
- Starting a new business and choosing software for the first time
- Moving from spreadsheets or paper records
- Switching from desktop software, such as Sage 50 or QuickBooks Desktop
- Changing cloud software, for example QuickBooks to Xero
- Joining Making Tax Digital for Income Tax or VAT
- Unhappy with a messy setup that someone else did
What's included in our accounting software setup
Everything configured for how your business actually works.
- Choosing the right software and plan
- Chart of accounts set up for your business
- VAT scheme and rates configured
- Bank feeds connected for every account
- Bank rules to code regular transactions
- Invoice and quote templates with your branding
- Opening balances entered
- Payment apps, such as Stripe or PayPal, connected
- Receipt capture app set up on your phone
- Users and permissions for your team
- Making Tax Digital connection to HMRC
- A handover call to walk you through it
Accounting software data migration
We move your data across so nothing is lost and your figures match.
| What we move | Details |
|---|---|
| Contacts | Customers and suppliers with their details |
| Opening balances | Bank, debtors, creditors, VAT and loans at your switch date |
| Open invoices and bills | Everything still owed to you, and by you |
| Transaction history | Usually the current year, or longer if you need it |
| Fixed assets | Assets and depreciation carried across |
| VAT history | Previous VAT returns, so nothing is double counted |
We check that your trial balance matches before and after the move, so you can switch with confidence.
How a software switch works
Most moves take one to three weeks, depending on how much history you bring across.
- WEEK 1ReviewWe look at your current records and agree a switch date
- WEEK 2Set upWe configure the new software, bank feeds and rules
- WEEK 3MigrateWe move your data and check the balances match
- LIVEGo liveYou start using the new software, with training
Data entry and catch-up
Behind with your records? We enter missing transactions so your software is complete and up to date.
From your bank
- Bank and card statements
- Payment app reports, such as PayPal or Stripe
- Loan and finance statements
From your paperwork
- Sales invoices and receipts
- Supplier bills and expenses
- Cash takings records
Checked and reconciled
- Every account reconciled to the statement
- VAT checked on each transaction
- A list of any missing items
Accounting software training
Short, practical sessions so you and your team feel confident using your accounting software.
Everyday tasks in your accounting software
Raising invoices, recording costs and snapping receipts.
Bank reconciliation
Matching transactions and using bank rules to save time.
Accounting software reports
Reading your profit and loss, balance sheet and aged debts.
VAT and Making Tax Digital
Checking your VAT figures before each return.
Accounting software setup prices
Fixed fees, agreed in writing before we start. Prices exclude VAT.
Software set-up
Free with any monthly package. Configuration, bank feeds, rules and a handover call.
Check my exact priceData migration
Contacts, balances, open invoices, history and VAT moved across and checked.
Check my exact priceData entry
Missing transactions entered, coded and reconciled. Training is £75 per hour.
Check my exact priceNeed the software itself? See accounting software prices, or keep your own subscription at no charge from us.
Professional accounting software setup vs doing it yourself
A poor setup causes coding errors, wrong VAT returns and hours of corrections at year end.
| Doing it yourself | With Fixed Fee Accountant | |
|---|---|---|
| Chart of accounts | Generic default categories | Set up for your business and your tax |
| VAT | Wrong scheme or rates are easy to choose | Configured and checked |
| Data migration | Balances often don't match | Trial balance checked before and after |
| Bank rules | Every transaction coded by hand | Rules set up to save time |
| Cost | Hours of your time | Free with any monthly package |
Accounting software setup for every type of business
Choose your situation to see how we help.
Start-ups
The right software and setup from your first day of trading.
Accountant for start-ups →Sole traders
Simple setup ready for Making Tax Digital for Income Tax.
Accountant for sole traders →Limited companies
Full setup with VAT, payroll and multiple bank accounts.
Accountant for limited companies →Landlords
Tracking categories for each property.
Accountant for landlords →Online sellers
Marketplace and payment app integrations connected.
Accountant for ecommerce →Construction firms
CIS and the VAT reverse charge configured correctly.
Accountant for construction firms →Joining Making Tax Digital?
Sole traders and landlords with qualifying income over £50,000 must keep digital records. We set up compatible software and connect it to HMRC for you.
Fixed fee accounting software setup
With fixed fee accounting software setup, you know the full cost before we start. Set-up is free with any monthly package, and migration, data entry and training are priced upfront.
- Price agreed in writing first
- No hourly rates
- No charge for questions
Remote accounting software setup
We set up your accounting software remotely, with screen-share training sessions by video, so it works the same wherever you are in the UK.
- Secure online document upload
- Evenings and Saturdays
- Support anywhere in the UK
Accounting software setup FAQs
How much does accounting software setup cost?
Setup is free with any of our monthly packages. On its own, it's £149 plus VAT. Data migration is £249, data entry is £25 per 50 transactions and training is £75 an hour, all plus VAT.
Do you sell accounting software?
Our focus is setting up and maintaining software, not selling it. You can keep your own subscription, or we can supply it at the provider's price plus a small maintenance fee.
Which accounting software is best for my business?
It depends on your business. Xero suits growing and VAT-registered businesses, QuickBooks suits many small businesses, FreeAgent suits sole traders and contractors, and Sage suits businesses wanting payroll in the same software. We recommend the best fit.
Can you move my data from Sage 50 or QuickBooks Desktop?
Yes. We move contacts, opening balances, open invoices, history and VAT data from desktop software into cloud software, and check the balances match.
How long does it take to switch accounting software?
Most switches take one to three weeks. The best time is the start of a VAT quarter or financial year, but we can switch at any point.
Will I lose my old data when I switch?
No. We move what you need into the new software and you keep access to your old records. You must keep business records for at least 5 or 6 years, depending on your business type.
Is my accounting software Making Tax Digital compatible?
Xero, QuickBooks, FreeAgent and Sage are all compatible with Making Tax Digital. We connect your software to HMRC as part of setup.
Can you enter my missing transactions?
Yes. We enter, code and reconcile missing transactions from your bank statements and paperwork, at £25 per 50 transactions plus VAT.
Do you offer training?
Yes. We run one-hour training sessions by video for you or your team, covering invoices, bank reconciliation, reports and VAT.
What if my software was set up badly by someone else?
We review the setup, fix the chart of accounts, VAT settings and bank rules, and correct past coding where needed.
Get your accounting software set up properly
Tell us which software you want and we'll confirm your fixed fee, usually the same working day.