We use QuickBooks for invoicing and matching payments to invoices. Things have grown a bit and got out of control. We have never used the complete functionality nor understood it properly to be honest. Anyway - we are now sitting with a lot of unassigned transactions - the whole thing is a bit messy. I was hoping maybe you could help to tidy things up for us.
However, it has become apparent that Xero would probably be a better solution for us so that we can raise Purchase Orders and manage projects all in the one place. Is setting up new Xero accounts for us something you can help with?
Maybe you can advise if we need to wait until the end of our financial year to do something like this? At present our accountant does not use our quickbooks - they still take everything in on paper so it does not affect them and the accounts being submitted. Is the changeover something we should do incrementally? Or all in one go?
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