Outstanding Service - Highly Recommend!
Migrate My Accounts made our transition from Access Financials to Xero seamless. The process involved configuring a significant amount of departmental data and overcoming numerous challenges in extracting information from Access Financials. Thanks to Florentina’s expertise and dedication, every detail was meticulously handled.
Florentina goes above and beyond - she is always available to discuss ideas, troubleshoot issues, and ensure everything is set up perfectly. Her attention to detail is second to none, and she truly makes you feel supported throughout the entire process.
Not only did Migrate My Accounts make the switch to Xero possible, but they also provided exceptional value for money compared to other quotes we received. They tailor everything to your specific needs, making them the perfect choice for any business looking to migrate their accounts. Highly recommended!
Access Financials to Xero Migration Specialists
Detailed historical Access Financials migration into Xero with allocations, VAT detail, foreign currency, departments, attachments and source-to-Xero reconciliation.
Keep the accounting history your finance team still needs.
The exact scope is agreed from the source data, transaction volume and future Xero structure. These are the areas we commonly preserve.
Attachments
Included when present in the agreed source data.
Supplier and customer allocations
Included according to the agreed migration scope.
Sales invoice line descriptions
Included according to the agreed migration scope.
Line VAT rates and VAT amounts
Included according to the agreed migration scope.
Foreign transactions
Included according to the agreed migration scope.
Cost centres and departments
Included according to the agreed migration scope.
Preserve the detail that makes Access Financials history useful.
We retain the accounting detail that matters in day-to-day finance work, including allocations, invoice descriptions, VAT and analysis structures where available.
Foreign currency transactions can be migrated using the source transaction context and exchange rates within the agreed scope.
The migration is validated against source reports rather than judged only by whether data has successfully imported.
What we deliberately check
- Trial Balance and control accounts
- Aged Receivables and Payables
- VAT / tax position and mapping
- Foreign currency where applicable
- Analysis / tracking structure
- Material source-data exceptions
From source system to reconciled Xero organisation.
The mechanics vary by source system, but the control points stay consistent.
Scope
History, entities, volumes, FX, tracking, attachments and timing.
Extract
Collect the source data using the appropriate reports or access route.
Map
Agree Chart of Accounts, contacts, tracking and restructuring.
Migrate
Load the agreed historical data into a controlled Xero organisation.
Reconcile
Compare the result to the source and document exceptions before handover.
Not everything should be copied one-for-one.
- Detailed stock and inventory levels normally need a separate approach.
- Audit trail notes and system-specific comments may remain outside Xero.
- Some legacy analysis structures require consolidation or redesign because Xero has a simpler reporting model.
Migration evidence, not just an import.
Depending on scope, the handover can include source-to-Xero Trial Balance comparison, aged-ledger checks, VAT review, migration workings, mapping schedules and documented exceptions.
Many projects also include training, first VAT return assistance and a period of post-go-live email support.
What we need from you to extract the data.
We use a preferred extraction route for each source system because it gives us the detail needed to rebuild and reconcile the history properly.
We handle the technical extraction work wherever possible, so your finance team is not left building migration templates.
How it works
Our preferred Access Financials extraction method uses AOI. We use it to obtain the detailed financial information required for the historical migration and to support reliable source-to-Xero reconciliation.
What clients say about their Access Financials to Xero migration.
JTP engaged with Migrate My Accounts (MMA) to manage the migration from Access to Xero for 3 full years of data.
Florentina was exceptionally diligent, communicative and supporting to the team throughout the 10 day process.
Florentina went above and beyond to understand some system issues in Access and provided a clear audit trail of all the reconciliations. We now have a very clean TB in Xero and Florentina has been on hand to answer queries quicky since the migration.
Would recommend MMA to any business that is migrating to Xero.
I honestly can’t recommend Mirgarte My Accounts highly enough.
Florentina really took the time to understand what we needed and made the whole process feel easy and completely stress-free. She was incredibly efficient—handling a full migration from Access Financials to Xero at very short notice—and everything just worked without a single issue.
As a charity, keeping costs down and improving how we work is so important, and she’s helped us achieve both. The new system is much more streamlined and has made a real difference to our day-to-day processes. I’m so glad I found her!
Useful reading for this migration route.
Access Financials to Xero questions.
Project-specific scope is confirmed after we review your source system and data requirements.
Can you migrate Access Financials attachments?
Yes, where the files can be extracted and matched reliably to the underlying transactions.
Do allocations come across?
Yes. Customer and supplier allocations can be replicated where supported by the source data.
Can you retain VAT rates and amounts?
Yes, where the export contains the required tax detail.
Can departments and cost centres be retained?
They can be reviewed and mapped into Xero Tracking where appropriate.
Can you migrate foreign currency?
Yes, subject to the agreed scope and the source currency information available.
What happens to stock?
Detailed stock history is not automatically recreated as part of the accounting migration and may require a separate app or migration plan.
Tell us what needs to come with you.
We’ll confirm the data we need to scope the migration properly.