Reckon Accounts (Desktop) to Xero Conversion Services
Numerawise Solutions migrates your accounts, balances, and complete transaction history from Reckon Accounts (Desktop) into Xero through our Reckon Accounts (Desktop) 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
Reckon Accounts (Desktop) → Xero
A managed conversion from Reckon Accounts (Desktop) to Xero
Reckon Accounts is a desktop accounting package with a long history in small business. A move to Xero should leave you with a clean, fully reconciled set of books. Automated imports regularly fall short of that standard, summarizing history into totals and discarding the reconciliation status that makes the accounts dependable. Numerawise Solutions performs the complete Reckon Accounts (Desktop) to Xero migration as a managed engagement, verifying every balance against the original file so the accounts are reliable from the first day.
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 Reckon Accounts (Desktop) to Xero
Organizations typically leave desktop accounting software like Reckon Accounts (Desktop) when you want to leave local installs and backups behind for a cloud system you can reach anywhere. Within Xero, you gain:
- 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 Reckon Accounts (Desktop)
A conversion is complete only when the entire file has transferred accurately. Our Reckon Accounts (Desktop) 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 Reckon Accounts (Desktop) to Xero
Assessment
We review the existing Reckon Accounts (Desktop) 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 Reckon Accounts (Desktop) 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 Reckon Accounts (Desktop) 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 Reckon Accounts (Desktop) 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 Reckon Accounts (Desktop), Xero, and QuickBooks engagements, for small and mid-market firms across the United States.
More about Ram Verified on UpworkCommon questions
Reckon Accounts (Desktop) to Xero conversion FAQs
How long does a Reckon Accounts (Desktop) to Xero conversion take?
Most Reckon Accounts (Desktop) 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 Reckon Accounts (Desktop) file.
Will any history be lost when moving from Reckon Accounts (Desktop) 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 Reckon Accounts (Desktop) 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 Reckon Accounts (Desktop) reports manually.
Can the switch from Reckon Accounts (Desktop) 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 Reckon Accounts (Desktop) to Xero?
Provide a few details and we will email a fixed-price quote within one business day, with your Reckon Accounts (Desktop) history reconciled into a clean Xero file.