Xero Conversion & Training

Kinore manages the full Xero migration, conversion and training for Irish businesses, from data extraction and system setup to custom integrations, team training, and post-go-live support. Whether you’re converting from Sage, QuickBooks, BrightBooks, or spreadsheets, our dedicated project team handles every step so your operations keep running.

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Is It Time to Make the Move?

Most businesses don’t change accounting systems on a whim. They change because the workaround that was fine two years ago now eats half a day every month, and because they’ve stopped trusting the numbers in front of them.

What holds people back is the fear of coming out the other side worse off: history missing, VAT rates wrong, nobody sure which system holds the truth any more. That’s the part we take off you. Kinore has moved hundreds of Irish businesses out of Sage, QuickBooks, BrightBooks and spreadsheets into a properly configured Xero environment. We run the project ourselves, and the system is tested and reconciled before anyone in your business logs into it.

What you end up with is a finance function that tells you where you stand today rather than three weeks ago.

Signs You've Outgrown Your Current System

None of these problems get smaller with time. They compound. And the longer a business runs on disconnected, manual systems, the harder (and more expensive) the eventual move becomes.

What Kinore Brings to Your Xero Migration

This is not a side service for us. Xero migration and digital transformation sit at the heart of what Kinore does, and it shows in the team, the track record, and the recognition.

Kinore has been named Xero Ireland Partner of the Year for five consecutive years, from 2021 through to 2025. That kind of consistency doesn’t happen by accident. It reflects hundreds of successful migrations, deep platform expertise, and a structured approach that has been refined over years of doing this work across businesses of every size and sector.

We have a dedicated Head of Digital Transformation and CTO on the team, Richard Williams. Richard isn’t bolted on. He leads the migration methodology, oversees custom integrations, and ensures that every project is delivered to the same standard.

Kinore was also shortlisted in the 2025 Digital Transformation & AI Awards across three categories, including Best Digital Transformation in Financial & Professional Services.

What this means for you is straightforward: you’re not handing your migration to someone who does this occasionally. You’re working with a firm that has built its reputation on it.

Behind every migration is a senior-led project team. A preparer handles the detailed work. A senior reviewer checks every configuration. And a dedicated account manager keeps you informed throughout. That three-person structure, backed by ISO 9001 certification, is the reason problems get caught before they reach your live environment, not after.

Our Project Methodology

  • Phase 1: Discovery and Scoping

    We start by understanding your current setup in detail: which software you’re using, how your chart of accounts is structured, what integrations you rely on, and where the pain points sit. This is also where we agree on the conversion date, the point from which Xero becomes your live accounting record.

  • Phase 2: Data Extraction and Preparation

    We extract your records from the existing system, including balances, invoices, contacts, and transaction history. Crucially, we clean and prepare that data before it goes anywhere near Xero. Problems that exist in your old system don’t need to follow you into the cloud.

  • Phase 3: Custom Configuration

    A generic Xero setup won’t serve you well. We configure your chart of accounts, VAT rates, bank feeds, reporting structure, invoice templates, payment terms, and user permissions so the system reflects the way your business actually operates. Tracking categories and reporting templates are designed so that from day one, Xero delivers the business insights you need, not just a place to store transactions.

  • Phase 4: Integration Setup

    If your business uses platforms like Shopify, WooCommerce, HubSpot, or industry-specific tools, we build and test those integrations before go-live. The aim is a connected ecosystem, not another standalone system.

  • Phase 5: Go-Live and Verification

    We run the final migration, verify that everything reconciles, and confirm the system is working as expected. Your team doesn’t touch the live environment until we’re confident it’s right.

  • Phase 6: Training and Handover

    Once the system is live, we train your team on everything they need to handle day-to-day: bank reconciliation, invoicing, expense tracking, VAT, and reporting. Training is practical and hands-on, not a generic walkthrough of features your team will never use.

98%
of Accounts Filed 2+ Weeks Before Deadline
Early filing means peace of mind and no panic.
87%
Client Satisfaction Score
Our clients tell us we’re doing it right. High satisfaction means you’re getting real value.
24hr
Response Time
When you need an answer, you get it fast. No waiting days for a reply.
Trusted by Businesses Across Ireland and the UK

Hear directly from the businesses we’ve helped grow, adapt, and stay compliant, and see how the right finance partner can give you confidence and time back to focus on what matters most.

System Integrations We Support

One of the biggest advantages of Xero is its ecosystem. With over 1,000 apps in the Xero App Store, the platform connects with tools across ecommerce, CRM, job management, payments, and more.

But an integration is only as good as the setup behind it. Kinore builds, configures, and tests integrations so that data flows correctly between systems from the day you go live. We’ve delivered custom integrations for businesses using:

If your business relies on software that needs to talk to your accounts, tell us about it during the scoping call. Chances are, we’ve connected it before or we can build what’s needed.

  • Shopify and WooCommerce

    for ecommerce sales, inventory, and payment reconciliation.

  • HubSpot

    or CRM-to-accounting data flow, keeping customer records and invoicing aligned.

  • SimPro and ServiceM8

    for trades and field service businesses that need job costing, quoting, and invoicing linked to their accounts.

  • Medbase

    for healthcare practices managing clinical and financial workflows.

  • Service Master

    and other industry-specific platforms where off-the-shelf connectors don’t quite fit.

Meet Your Xero Conversion Team

Training and Post-Go-Live Support

Here’s where many migration projects fall apart. The software gets set up, the data gets moved, and then the business is left to figure it out alone. That’s not how we work.

Training is built into every Kinore migration, not offered as an optional add-on. We provide one-on-one sessions for finance teams and directors, covering the specific tasks each person needs to handle. Your bookkeeper’s training looks different from your financial controller’s, because their roles in Xero are different.

Sessions are practical. We walk through real scenarios using your data: reconciling your bank account, generating the reports your management team needs, processing supplier invoices, running VAT returns. By the end, your team should feel confident handling their daily tasks without referring back to us for every question.

And when questions do come up (they always do in the first few weeks), our support team is here. Post-go-live support is part of the service, not an afterthought. You won’t be redirected to a generic helpdesk. You’ll speak to the same people who built your system.

Let’s Scope Your Migration

A 30-minute call is all it takes to understand the size of the project and what’s involved. We’ll walk through your current setup, discuss your integration requirements, and give you a clear picture of timelines and next steps.

No pressure. No jargon. Just a practical conversation about how to get your finance function where it needs to be.

Frequently Asked Questions

What happens if something goes wrong during migration, missing history, incorrect balances, or data that doesn't reconcile?

We carry out comprehensive checks throughout the migration process to ensure your data is transferred accurately. If any issues arise, such as missing transactions, incorrect balances, or reconciliation differences, our team will investigate and resolve them promptly. 

We don’t consider a migration complete until key balances have been validated and the data accurately reflects your records, giving you confidence in your new system from day one 

How do you handle custom integrations with tools like Shopify, HubSpot, or industry-specific software during the switch?

We review all of your existing integrations as part of the migration process to ensure they continue working seamlessly in your new system. Whether you use platforms such as Shopify, HubSpot, or industry-specific software, we’ll assess compatibility, recommend the best integration approach, and help configure and test connections before go-live. 

Our aim is to minimise disruption, maintain data flow between systems, and ensure your key business processes continue to run smoothly from day one. 

Who actually leads our migration, and what happens if there's a problem partway through?

A dedicated migration lead will oversee your project from start to finish and act as your main point of contact throughout the process. Prior to migration, a secure backup of your source data is taken and retained. In the unlikely event that issues arise during the migration, work is paused while the issue is investigated and resolved. Data can be verified against the source system and, where necessary, re-imported to ensure completeness and accuracy. Final sign-off is only completed once key balances and reports have been reconciled to the legacy system. 

 

Can you migrate us without disrupting the historical data we need for audits, lending applications, or Revenue queries?

Yes. Preserving historical data is a key part of our migration process. We take a full backup of your source system before migration and ensure the appropriate level of historical data is transferred based on your business needs. Following migration, we reconcile key balances and reports to the original system to verify accuracy. Where required, we can also help maintain access to legacy records, ensuring you have the information needed for audits, lending applications, Revenue queries, and historical reporting. 

How long does it take to migrate from Sage, QuickBooks, or BrightBooks to Xero?

It really depends on the complexity of the migration. A basic Xero migration with training can take up to 4 weeks.  

There are a number of factors that we consider when working out a timeline for a migration project, the volume and quality of data being transferred, the complexity of the existing system, the number of integrations involved, the availability of historical records, and the responsiveness of stakeholders during the review and testing stages. We will agree timelines upfront and keep you informed of progress throughout the project. 

Can we keep using our current system while the Xero migration happens in the background?

Yes. In most cases, you can continue using your existing accounting system while the migration is being prepared. We typically work from a copy or export of your data, allowing day-to-day operations to continue with minimal disruption. As part of the migration plan, we’ll agree a cutover date and clearly communicate any actions required during the final transition to Xero. This approach helps minimise downtime while ensuring all data is accurately transferred and reconciled before go-live. 

Accountancy support solutions, when you need them.
Kiera McFeely, Head of Cloud and Company Secretarial Services at Kinore Accountants.

Head of Payroll, VAT and Bookkeeping