Hi all, looking to pick the brains of someone who has used movemybooks
Basically I am helping out a charity, they have used Sage 50 and Sage payroll for years
It's a real shit show to be honest, the accountant is basically a data entry clerk.
No management accounts, no month end, no year end, no accruals, no prepayments, it boggles the mind how they have managed to survive so long.
Only if an invoice is exceeds the year end does amount or invoice gets allocated to prepayments.
They have asked me to help them move to Xero as they really do not need to be paying thousands a year on Sage for what they use it for.
Their year end is 31st August and want to move them asap, to help also show a comparison with their Sage set up.
The end of year balances do not even match the filed accounts as I have been provided the mapping file which the auditors apparently did, the changes that they did to get to the filed accounts has not even been done and this was for year ended 31st August 2018!!
Movemybooks offer two years of full transactional data moved for free.
Would like them to move two years to 31st Aug 2018 to match filed accounts, then happy to get the data in manually to get the accounts to date, I am very capable and know my way around Sage, Xero and Excel.
Plan is to then get all the journals, branding and reports set up and ready for the new accounts person to take over and help with the seamless transfer.
Would this be possible? (moving the accounts to a date 11 months ago)