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I’m ready to leave Xero behind and run my accounting inside spreadsheets instead. My existing business has several years of history in Xero—every invoice, payment, bill, expense claim, and journal entry—so I need a thorough export and a clean import into a well-structured spreadsheet system. You may use either Excel or Google Sheets; I’m comfortable with both. What matters is that the end result includes: • Fully populated Chart of Accounts, matching my current structure • Automated Profit & Loss and Balance Sheet that pull from those accounts • Tabs for invoices, bills, expenses, bank transactions and manual bank-statement import (CSV) • Built-in formulas or pivot tables that let me filter by date, customer, supplier or account • Opening balances and comparative figures so reports tie back to Xero perfectly Please handle the data extraction, mapping and integrity checks, then deliver the finished template(s) together with a short hand-over guide so I can keep everything up to date on my own. If you already have proven spreadsheet templates, that’s a bonus; otherwise, develop custom sheets that achieve the same outcome. Accuracy and clear reconciliation against my final Xero figures will be the key acceptance criteria. The project deadline must be completed by 20th. The payment will be max $30 We ask that you provide us templates for Google Sheets or excel or even provide us a free alternative book keeping software that we can use on our pc. The excel or google templates must cover importing manual transactions from bank via pdf or csv and p&l and balance sheet and charter of accounts and expenses and categories and more.
Project ID: 40720037
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Active 6 days ago
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30 freelancers are bidding on average $26 USD for this job

Having extensive experience in both accounting and IT, my firm is the perfect choice for your project. We've worked with a wide range of accounting software including Xero, QuickBooks, Oracle ERP, MS Dynamics Business Central, and more. With our expert knowledge of these systems, we will ensure a smooth transition from Xero to either Excel or Google Sheets. Our comprehensive understanding of bookkeeping makes us the ideal candidate to handle the complex task of extracting and mapping your data accurately. We pride ourselves on maintaining data integrity throughout the entire process ensuring every account from your current structure is fully populated in the new system. This includes automated Profit & Loss and Balance Sheet reports that pull directly from your accounts, enabling easy filtering options according to date, customer, supplier or account. I believe in empowering my clients by delivering their projects with comprehensive hand-over guides so they can take full ownership of their work. Even though our team have thorough templates for various purposes like cash flow analysis, bank reconciliations and many more, I assure you that I'll develop a custom sheet that perfectly reflects the outcome you're seeking. Furthermore I want to emphasize that despite my standard rate being higher than your budgeted amount, I am willing to complete the project within at max of $30. So what are you waiting for? Let's make this transition seamless!
$30 USD in 7 days
9.1
9.1

Hi, with 15 years of experience in accounting and finance, I will ensure a meticulous export from Xero, maintaining data integrity while structuring spreadsheets for optimal functionality. I promise clear communication, adherence to processes, and timely project delivery by the 20th. Your satisfaction with accuracy will be my priority.
$20 USD in 1 day
8.2
8.2

AVAILABLE TO START IMMEDIATELY..,,, I will deliver custom Excel templates for your Xero data migration, featuring automated P&L and Balance Sheet, structured transaction tabs, and comprehensive filtering with full reconciliation. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
$19 USD in 1 day
6.6
6.6

As an experienced and meticulous accountant, I understand the importance of a smooth migration and the need for accurate data integrity. Being skilled in both Excel and Xero, I am uniquely capable of delivering the top-tier solution you're looking for. My six years of experience have equipped me with a wealth of knowledge not only in bookkeeping but also in data extraction and analysis, making me proficient to handle intricate projects such as this with precision. My previous assignments align with this project; I have assisted multiple businesses in translating complex financial details into comprehensible forms. I assure you that the finished template will be thorough, structured, and include essential features like built-in formulas to facilitate hassle-free sorting by date, customer, supplier or account. Additionally, my pricing strategy is flexible; I'm willing to work within your budget while still ensuring the highest quality output. Given my broad capabilities in accounting, bookkeeping, data extraction, Excel and proficiency in Xero; partnering with me guarantees accurate migration without compromising any existing information. Let's transform your books into a system that effortlessly generates insights and grows your business. Thanks for considering my proposal. Let's get started working cohesively towards achieving your desired financial transformation.
$30 USD in 7 days
6.1
6.1

Hello I can create a clean Excel/Google Sheets bookkeeping system with Chart of Accounts, P&L, Balance Sheet, invoices, bills, expenses, bank transactions, CSV/PDF import, categories, filters, opening balances, and reconciliation against Xero. I can also provide a short handover guide and ensure the system is easy to maintain. Regards Muhammad
$30 USD in 1 day
5.6
5.6

I’m a Xero and Excel specialist with 6+ years of experience in accounting data migration, reconciliation, spreadsheet automation, and financial reporting. I can migrate your historical Xero data into a clean, structured Excel/Google Sheets system, including: • Complete Chart of Accounts matching Xero • Automated Profit & Loss and Balance Sheet • Invoice, bill, expense and bank transaction tabs • CSV bank-statement import structure • Filters/pivots by date, customer, supplier and account • Opening balances and comparative figures • Data mapping and integrity checks • Reconciliation against your final Xero reports • Short handover guide for maintaining the spreadsheet I understand the deadline is the 20th and your maximum budget is $30. I’m comfortable working within this budget, provided the Xero export data is supplied in a usable format. I can start immediately and focus on accuracy and reconciliation so the spreadsheet reports tie back to Xero correctly.
$30 USD in 1 day
5.2
5.2

With an extensive proficiency in financial software including Xero and Excel, I am highly equipped to successfully tackle your bookkeeping migration project. Over the span of 5+ years, I've assisted numerous businesses like yours in migrating and efficiently organizing their financial data. This direct experience ensures that your transaction history will be extracted, mapped, and reconciled with the utmost precision. In addition to my software expertise, my advanced skills in Excel enable me to develop innovative, customized templates for your specific needs. You can rely on having a fully populated Chart of Accounts reflecting your existing structure, and automating profit & loss and balance sheets that are effortlessly linked to these accounts. I also possess an acute understanding of the importance of security when it comes to sensitive financial information – you can rest easy knowing that privacy is my top priority. Choosing me means hiring a dedicated partner who will not just deliver on required needs but also goes beyond requirements to ensure complete customer satisfaction by the deadline specified. The result: a well-structured spreadsheet system that satisfies your needs perfectly for $30 or even less - offering more bang for your buck absolutely! Let's work together on this exciting transformation!
$30 USD in 7 days
4.7
4.7

Hi, I have carefully read your project. I’m able to migrate your historical Xero accounting data into a clean, structured Excel or Google Sheets system, including the Chart of Accounts, invoices, bills, expenses, bank transactions, journals, opening balances, and comparative figures. The priority will be accurate data mapping, integrity checks, and reconciliation so the spreadsheet reports tie back to your final Xero balances. I’m a CPA, CBA and CA with six years of experience in bookkeeping, financial reporting, Excel/Google Sheets, reconciliations, and accounting systems. I’m a QuickBooks ProAdvisor and certified Xero accountant, with experience working with Xero data and financial records. I can build automated Profit & Loss and Balance Sheet reports using formulas/PivotTables, organize the required transaction tabs, include CSV bank imports, and provide a simple hand-over guide for maintaining the system. I understand the 20th deadline and maximum $30 budget, and I’m ready to work within these requirements. I’m committed to delivering accurate, well-organized spreadsheets with clear reconciliation against the final Xero figures. Please open the chat for further discussion. Thanks & Regards, Humayun Khan
$20 USD in 7 days
4.8
4.8

As an experienced bookkeeper with a specialized knowledge of both Xero and Excel, I'm confident in my ability to migrate your financial data seamlessly. I understand the importance of maintaining an accurate and comprehensive record for your business, especially when transitioning to a new system. My proficiency in using formulas, pivot tables, and data analysis tools in Excel will allow me to recreate your Chart of Accounts, assemble your Profit & Loss, Balance Sheet, invoices, bills, expenses, and bank transactions all in one coherent environment. Additionally, my current bookkeeping experience extends beyond just Xero; I work with QuickBooks Online, NetSuite, Sage Intacct, and MYOB as well. This means that I understand the fundamental needs of a bookkeeping job - clean records with strong reporting capability. And in terms of security and privacy concerns associated with financial information transfer, confidentiality is my foremost priority. In conclusion, for a reasonable price of $30 and given the tight deadline you're working with –20th– I am ready to provide exactly what you need: clean data migration from Xero to Excel or whatever free source you prefer. A well-structured suggested template with clear instructions on updating it will ensure you take advantage of your new system effectively. So let's not compromise your accounts’ accuracy; let's put my diverse experience and comprehensive Excel skills to work on your project.
$30 USD in 7 days
3.7
3.7

I can build a practical Excel or Google Sheets bookkeeping system that gives you a structured alternative to Xero, including a Chart of Accounts, transaction imports, automated P&L and Balance Sheet, and clear reconciliation controls—while keeping the solution within your $30 budget and 20th deadline. Thank you for considering my proposal. I have gone through the requirements in detail. I can review your existing Xero structure, create the required accounts and categories, and build linked sheets for invoices, bills, expenses, bank transactions, manual CSV/PDF imports, opening balances, and comparative figures. Formulas and PivotTables can provide filtering by date, customer, supplier, and account, while reconciliation checks will help ensure the reports tie back to your Xero figures. I can also provide a ready-to-use bookkeeping template or suggest a suitable free desktop bookkeeping alternative if that better fits your needs. The workbook will include clear instructions so you can maintain it independently after handover. I have uploaded samples similar to this project completed by me earlier in my profile for your reference. With 10+ years of experience, Chartered Accountant (ICAI) and CPA, I bring strong expertise in Excel financial models, bookkeeping, reconciliations, financial reporting, and accounting systems. Please share your Xero export and any existing template/reference. I can assess the scope and prioritise the core workbook within your budget and deadline.
$20 USD in 1 day
3.7
3.7

With my extensive knowledge in finance and accounting, especially my deep understanding of bookkeeping software like Xero, I am the ideal candidate to help you migrate your financial data to spreadsheets. I have used Excel and Google Sheets proficiently throughout my career and understand their capabilities well. I can recreate your Chart of Accounts precisely, build effective automated systems for Profit & Loss and Balance Sheet using built-in formulas or pivot tables, and make sure every crucial data - invoices, bills, expenses, bank transactions - is neatly organized. My previous experience as a Chartered Accountant has made me well-versed with ensuring data accuracy and maintaining proper financial controls at all times. Hence, undertaking the tasks of extracting, mapping and checking the integrity of the data for an accurate transition aligns perfectly with my expertise. I will not only complete the migration process by the deadline but also deliver detailed templates/documentation and guide to empower you to manage your financials independently going forward. My services are reasonably priced at just $30 for this labor-intensive job while maintaining uncompromising quality. Plus, as a professional accountant, ensuring reconciliation against final figures is second nature to me. Don't make a compromise on quality or accuracy for cost when you can have both. Let's simplify your transition from Xero to spreadsheets seamlessly - let's get started!
$30 USD in 7 days
2.8
2.8

With over five years of experience and 500+ completed projects under my belt, I am confident in taking on your bookkeeping migration task. I have a deep understanding of Xero, Excel and Google Sheets as well as a solid background in accounting and financial analysis which I believe is vital in executing this project successfully. Having acquainted with the complexities that can arise during data extraction, mapping, and integrity checks, I assure you an accurate and thoroughly structured migration process. My familiarity with different chart of accounts structures, balance sheets, profit & loss statements, and automated reporting via formulas or pivot tables gives me a comprehensive edge to deliver precisely what you need. Moreover, proficiency in data entry, cleaning and sorting makes me apt for compiling tabs for invoices, bills, expenses, bank transactions and manual bank-statement import. I am more than comfortable working within your budget and deadline for maximum $30 project payment within 20th. Whether it's utilizing my existing proven spreadsheet templates or developing custom sheets to guarantee a clean separation from Xero while maintaining perfect reconciliation with your final Xero figures, I'm committed to delivering quality results. So why look any further? Let's get started transforming your bookkeeping system efficiently!
$30 USD in 1 day
3.0
3.0

Full Xero to Excel or Google Sheets migration: populated Chart of Accounts, invoice bill expense and bank tabs, CSV import, automated Profit and Loss and Balance Sheet, opening balances, and a handover guide. Delivered within 24 hours and verified against your Xero totals before handover. Ready to start now, delivered within 24 hours.
$20 USD in 1 day
2.6
2.6

As a Certified QuickBooks and Xero ProAdvisor, I have extensive experience handling exactly the kind of project you are looking for. I understand that migrating your business's bookkeeping data is a sensitive process, and that's why I meticulously focus on accuracy, detail, and data integrity. My expertise with Excel and Google Sheets allows me to structure complex financial data in a user-friendly and insightful manner. In addition to providing you with a comprehensive set of templates that will match your existing chart of accounts perfectly, I will also incorporate built-in formulas and pivot tables that will allow for easy data filtering based on date, customer, supplier or account. It doesn't matter whether it's invoices, bills, expenses or bank transactions – I'll ensure all forms of information are well-categorized and easily accessible in your new spreadsheet system. Furthermore, being an adept Financial Analyst with skills in Excel Reports, Dashboards & Financial Modeling – means I can offer the added value of perspective when it comes to financial reporting. This project offers me an excellent opportunity to bring together my diverse abilities in one place. I am confident of delivering everything you desire within your budgetary constraints while maintaining uncompromising quality standards. Let’s embark on this journey together to simplify your accounting landscape!
$30 USD in 7 days
2.2
2.2

I combine my proven skills in accounting, bookkeeping, and excel with years of experience as a Finance Manager to offer you a compelling solution. My extensive understanding of both Excel and Xero positions me well to accomplish this task with precision. Over the course of my career, I’ve migrated numerous complex financial records while ensuring integrity, and seamless transition. With a strong focus on meticulous organization, I am proficient in maintaining accurate chart of accounts, calculating profit & loss, balancesheets and creating custom sheets that meet specific needs. Moreover, I have comprehensive experience in importing data from CSV files seamlessly. Transparency is deeply rooted in my practice; I will provide you with a fully documented migration process and hand-over guide so you can remain confident in your newly managed books going forward. Additionally, my eye for detail and financial acumen will enable me to cross-check and reconcile data against your Xero figures for perfect data transfer. Given my professional ethos of integrity, accuracy, and continuous improvement combined with my comprehensive range of skills around finance management this synergy makes me the ideal candidate. I'm committed to delivering not just the project outcome you're looking for but also insights into how to best manage your finances successfully through this new system.
$30 USD in 7 days
2.4
2.4

As a professional bookkeeper with 5+ years of experience, I have a strong command over both Microsoft Excel and Xero, making me the ideal candidate for your bookkeeping migration project. My proficiency in handling and manipulating data in Excel or Google Sheets coupled with my understanding of the intricacies of financial transactions within Xero equips me with the knowledge upfront to achieve a seamless and accurate migration within your preferred spreadsheet platform. Drawing from my extensive experience with various accounting software including Xero, I have developed sophisticated templates and effective formulas that will ease the transition and ensure that all your needs are met. Your project aligns perfectly with my skills. I have repeatedly crafted useful frameworks - like fully populated Chart of Accounts, Profit & Loss statements, Balance Sheet reports, Opening balances comparisons, to name but a few - that it contains which guarantees proficient recording, regularizing financials and saves time for clients. Looking forward to adding precision and efficiency to your bookkeeping journey by delivering a custom-integrated and professionally structured spreadsheet system. In doing so, I will not only ensure you stay on top of your finances but also empower you to seamlessly handle it yourself in future projects. Let's start this journey together!
$30 USD in 7 days
1.6
1.6

Hi, I’m Nahla! I noticed you need several years of Xero records transferred into a structured Excel or Google Sheets system, with the Chart of Accounts, invoices, bills, expenses, bank transactions, opening balances, and comparative figures properly organized and reconciled back to Xero. I have 2+ years of experience as a Virtual Assistant handling data entry, document management, and structured records, backed by my professional administrative experience. In my previous work, I maintained records with 99% accuracy and handled detailed information independently. For your project, I can organize the exported Xero data into dedicated tabs, map the records to your existing Chart of Accounts, and structure formulas or pivot tables for filtering by date, customer, supplier, and account. I’ll also perform data integrity checks and cross-check the spreadsheet against your final Xero figures. The finished workbook can include the P&L, Balance Sheet, CSV bank-statement structure, and a short hand-over guide for future updates. Since your deadline is the 20th, I’d suggest starting with a small sample of the Xero export first so I can confirm the data volume and required structure before proceeding. I’d also be happy to complete a small paid trial. Could you share the Xero export and current Chart of Accounts? Thanks for your consideration. All the best, Nahla
$10 USD in 7 days
0.0
0.0

I can help migrate your Xero accounting data into a structured Excel/Google Sheets accounting system with accurate mapping, reporting, and reconciliation. My approach: Export and organize Xero data including invoices, payments, bills, expenses, and journal entries Recreate your Chart of Accounts while matching your existing Xero structure Build dedicated sheets for invoices, bills, expenses, bank transactions, and CSV bank statement imports Create automated Profit & Loss and Balance Sheet reports using Excel formulas and pivot tables Add filters and reporting options by date, customer, supplier, and account Map opening balances and comparative figures to ensure reports reconcile with Xero records Perform data checks to identify any inconsistencies before final delivery I will also provide a simple handover guide so you can maintain and update the spreadsheet system independently after completion. I have experience with Excel accounting workflows, financial data organization, formulas, pivot tables, and reconciliation tasks. I understand that accuracy is essential when replacing an accounting platform, and I will focus on delivering a reliable and easy-to-use solution. I can work within your deadline and provide progress updates throughout the project.
$25 USD in 2 days
0.0
0.0

Independence, United States
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