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QuickBooks & Xero Setup,
Cleanup & Migration

Your accounting software should do the heavy lifting. As a QuickBooks Certified ProAdvisor and Xero Partner, ATS sets up your books properly, cleans up messy files, migrates you between platforms, and connects the apps that automate your bookkeeping — so your numbers are accurate and up to date without the manual grind.

Quick Answer

Should I use QuickBooks or Xero, and who sets it up? Both QuickBooks Online and Xero are excellent cloud accounting platforms; the right one depends on your business, your apps, and how you like to work. ATS is a QuickBooks Certified ProAdvisor and a Xero Partner, so we can set up either one correctly — chart of accounts, sales tax, bank feeds, and integrations — clean up an existing file, or migrate you from one platform (or from spreadsheets) to the other without losing your history.

Set Up Right, or Cleaned Up Properly

A badly set-up accounting file quietly costs you: wrong sales-tax codes, duplicated transactions, a chart of accounts nobody understands, reports you can’t trust. We fix that. Whether you’re starting fresh, inherited a tangled QuickBooks or Xero file, or you’re outgrowing spreadsheets, ATS builds a clean foundation and layers automation on top — bank feeds, receipt capture, and app integrations — so your bookkeeping mostly runs itself and the reports actually mean something.

Who This Is For

New files, broken files, and businesses ready to automate.

New businesses setting up QuickBooks or Xero
Owners with a messy or unreliable file
Businesses migrating QuickBooks ↔ Xero
Companies moving off spreadsheets or desktop software
Teams that want receipt capture & automation
Anyone whose reports don’t match reality

What We Set Up & Fix

A clean, automated accounting system — done by certified experts.

QuickBooks Online & Xero Setup A proper chart of accounts, sales-tax (GST/QST/HST) configuration, opening balances, and bank feeds — built for your business, not a generic default.
File Cleanup & Diagnostic We review an existing file, fix miscoded and duplicated transactions, correct reconciliations, and get your balances trustworthy again.
Platform Migration Moving from QuickBooks to Xero, Xero to QuickBooks, desktop to cloud, or spreadsheets to either — with your history preserved.
Bank & Credit Card Feeds Automated, reconciled bank and card feeds so transactions flow in and match without manual entry.
App-Stack Integration Connecting the tools you already use — payments, POS, e-commerce, receipt capture, payroll, expense apps — into one automated workflow.
AI-Automated Bookkeeping We layer automation and AI-assisted categorization on top so routine bookkeeping is faster, cleaner, and needs less manual touch.
Training & Handover If you want to run day-to-day yourself, we train you on your file; if not, we run it for you as your bookkeeper.
Ongoing Optimization As you grow, we refine the setup, add integrations, and keep the system efficient.

How Setup & Cleanup Works

From current state to a system you can trust.

Step 01

Free Consultation & Review

We look at your current setup (or lack of one) and your apps, and recommend QuickBooks or Xero and the right structure.

Step 02

Build or Clean Up

We set up the new file or clean and correct the existing one — chart of accounts, sales tax, opening balances, reconciliations.

Step 03

Connect & Automate

We wire in bank feeds, receipt capture, and your app stack, and turn on automation so data flows in cleanly.

Step 04

Train or Take Over

We hand over with training, or keep running your bookkeeping for you — your call.

Why a ProAdvisor & Xero Partner Matters

Software is only as good as its setup. A QuickBooks Certified ProAdvisor and Xero Partner knows the traps — the sales-tax settings that break your returns, the integrations that double-count revenue, the migration steps that lose history — and configures around them. ATS is also a licensed CPA firm, a member of the Ordre des CPA du Québec, so we set your software up the way an accountant needs it at year-end, not just the way that looks fine today.

A clean file is the foundation for everything else: monthly bookkeeping, catch-up bookkeeping, and full accounting services. Préférez le français ? Voir la configuration QuickBooks et Xero.

Setup & Cleanup Quotes

Setup and migration are quoted as a flat project fee; cleanup is scoped after a quick file review. You’ll know the cost before we begin.

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Software FAQs

Common Questions About QuickBooks & Xero

Which is better, QuickBooks or Xero?
Both are excellent — the right fit depends on your industry, the apps you use, your team, and your reporting needs. As both a QuickBooks Certified ProAdvisor and a Xero Partner, ATS has no bias; we’ll recommend the platform that actually suits your business and set it up properly either way.
Can you clean up a messy QuickBooks or Xero file?
Yes. Cleanup is one of our most common projects — fixing miscoded transactions, duplicate entries, broken reconciliations, and a chart of accounts that’s grown out of control, so your reports and year-end are reliable again.
Can you migrate me from QuickBooks to Xero (or the reverse)?
Yes. We handle migrations in both directions, as well as moving from desktop software or spreadsheets to the cloud, and we preserve your historical data so nothing is lost.
What do you mean by AI-automated bookkeeping?
We layer automation — bank feeds, rules, receipt capture, and AI-assisted transaction categorization — on top of a clean QuickBooks or Xero setup, so routine bookkeeping needs far less manual entry and your books stay current with less effort. A CPA still reviews the output.
Do I have to switch bookkeepers to get setup help?
No. We can set up or clean up your file and train you or your team to run it, or we can take over the bookkeeping entirely — whatever you prefer.

Make your accounting software work for you.

Book a free consultation and we’ll review your setup, recommend QuickBooks or Xero, and build you a clean, automated system.