PS Cash Book Plus to Xero Conversion Services
Numerawise Solutions migrates your accounts, balances, and complete transaction history from PS Cash Book Plus into Xero through our PS Cash Book Plus to Xero conversion service. Every figure is reconciled against the original file and verified before go-live, and the work is performed by qualified accountants.
Complimentary file review · Fixed-price quote within 24 hours · Atlanta-based ProAdvisors
PS Cash Book Plus → Xero
A managed conversion from PS Cash Book Plus to Xero
PS Cash Book Plus is a simple desktop cash-book program. In practice, migrating those records to Xero is a complete rebuild of the accounting file rather than a simple export. Low-cost import utilities frequently consolidate historical transactions into summary totals, lose the reconciliation status of bank accounts, and post entries to the wrong ledgers, and these issues commonly remain hidden until a month-end close or an audit. Numerawise Solutions manages the entire PS Cash Book Plus to Xero conversion and reconciles every balance against your original PS Cash Book Plus file before you begin operating in the new system.
Numerawise Solutions is an Atlanta-based practice of Intuit ProAdvisors and experienced bookkeepers who work across both Xero and QuickBooks, with more than 200 completed conversions. The fee is fixed and agreed before the engagement begins, and your information remains confidential throughout.
Reasons to switch
Why move from PS Cash Book Plus to Xero
Most businesses move away from desktop accounting software such as PS Cash Book Plus because your bookkeeping has outgrown a cash book and you need full double-entry accounting. A migration to Xero provides the following advantages:
- Access to the accounts from any location, rather than a file confined to a single computer
- Automatic backups, removing the need for manual file copies
- Live bank and credit-card feeds that reduce manual data entry
- Real-time collaboration with your bookkeeper and accountant
- No annual version upgrades to install
Scope of the migration
What we migrate from PS Cash Book Plus
A conversion is complete only when the entire file has transferred accurately. Our PS Cash Book Plus to Xero migration therefore covers the following:
- The chart of accounts, mapped to Xero
- Historical transactions, including invoices, bills, payments, and journals
- Opening balances and the trial balance
- Bank and credit-card accounts, with reconciliation status preserved
- Customer and supplier records
- Inventory and service items
- Sales tax codes and rates
- Open receivables and payables, with aged balances retained
- Supporting attachments, where both systems permit
- Payroll history, with the appropriate treatment agreed during scoping
Our process
How we convert PS Cash Book Plus to Xero
Assessment
We review the existing PS Cash Book Plus file, evaluate the condition of the data, and establish your requirements and timeline.
Mapping
The chart of accounts, tax codes, and master records are aligned with the structure of Xero.
Migration
The data is transferred through a controlled process and verified at each stage.
Reconciliation
We reconcile the trial balance, receivables, payables, and bank balances against the original PS Cash Book Plus file.
Review
You review the converted Xero file and confirm its accuracy, and any discrepancies are corrected.
Completion & support
We support your team through the transition to Xero and remain available for questions afterward.
Why Numerawise
Why organizations choose us for their PS Cash Book Plus migration
Qualified accountants
Your records are handled by Intuit ProAdvisors (Gold tier) and experienced bookkeepers who understand the accounting behind the migration, not only the software.
Verified against your PS Cash Book Plus file
A conversion is not considered complete until the trial balance and the primary reports agree with your original records.
Fixed, agreed pricing
The fee is confirmed before the engagement begins. There is no hourly billing.
Confidential throughout
Your information is handled securely and accessed only by the personnel assigned to your conversion. Ongoing bookkeeping is also available.
Who performs the work
Led by an Intuit ProAdvisor
Ram — Founder & Principal
Ram is the founder of Numerawise Solutions in Atlanta. An Intuit ProAdvisor (Gold tier) and a former Intuit Technical Support engineer, he has personally led more than 200 accounting-software conversions, including PS Cash Book Plus, Xero, and QuickBooks engagements, for small and mid-market firms across the United States.
More about Ram Verified on UpworkCommon questions
PS Cash Book Plus to Xero conversion FAQs
How long does a PS Cash Book Plus to Xero conversion take?
Most PS Cash Book Plus to Xero conversions are completed within a few business days to two weeks, depending on the size of the file, the volume of historical data, and the condition of the records. A timeline is provided once we have reviewed your PS Cash Book Plus file.
Will any history be lost when moving from PS Cash Book Plus to Xero?
No. Preserving the complete transaction history is the central purpose of a managed conversion. Where an item must be brought across as a balance rather than in full detail, we identify and explain it in advance.
Is there an automated tool to move PS Cash Book Plus into Xero?
Automated tools can transfer raw data, but they cannot confirm whether the result is correct. We use professional migration tools where they are appropriate and then reconcile the Xero file against your PS Cash Book Plus reports manually.
Can the switch from PS Cash Book Plus be made partway through a tax year?
Yes. A mid-year transition is straightforward, provided the balances are reconciled and the cut-over date is selected carefully, so that the figures before and after the change reconcile and the year-end remains intact.
Is my data secure during the migration?
Yes. Files are handled under strict confidentiality and appropriate data-handling practices from transfer through to completion, and access is limited to the personnel assigned to your conversion.
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Ready to move from PS Cash Book Plus to Xero?
Provide a few details and we will email a fixed-price quote within one business day, with your PS Cash Book Plus history reconciled into a clean Xero file.