Accountants and bookkeepers Moving a client across
For accountants and bookkeepers
Moving a client across, without starting from scratch.
Bring the history over from Xero, QuickBooks or a spreadsheet, connect the bank, and have the client working in VexLedger the same week.
ConnectionsExample data
- StripeConnected
- GoCardlessConnected
- Business bank feedRenew consent
- HMRC (VAT)Connected
- Webhook: billing systemDelivering
What makes switching simple.
- Import your records
- Bring across from Xero, QuickBooks or a spreadsheet.
- Connect the bank
- Live bank feeds, or upload statements.
- Connect payments
- Stripe and Direct Debit payments arrive without re-keying.
- Invite the team
- Give each person their role from day one.
- Saved customers and products
- Set up once and reused on every invoice.
- A guided setup
- A checklist for opening the books correctly.
Where to start
More for accountants and bookkeepers
- Accountants and bookkeepersPrepare, review and approve, with a record of who did what.
- Review and approvalThe bookkeeper prepares, the accountant approves.
- Audit trail and period closeA record of every change, and periods that stay closed.
- Year end and taxVAT, corporation tax and statutory accounts from the same books.
- Many businesses, one loginSeparate books for every company, switched in a click.
Ready to see your books clearly?
Talk to us about getting set up, or sign in if you already have an account.