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Migrate records from Express Invoice (NCH Software) to Xero

The work entails importing 52 clients and setting up about 75 repeating invoices into an existing company profile in Xero. The new repeating invoices would use a separate invoice template (existing). Some of the client address details need completing.

The source data would be an Excel spreadsheet. Your output would be to set up repeat invoices, each with 2-3 lines on them. There is a minimum of 150 lines items to recreate in Xero. Or looking at it another way, 75 invoices each with 2-3 line items.

Each repeat invoice would be saved in "repeat invoices" (set to draft for the following year).

If you do not understand Xero's repeating invoices system then please stay away from this job. Accredited Xero practitioners are preferred for this work.

The client group is in New Zealand. The employer for this project is in NZ. You would liaise directly with the business owner who has experience in this area. You can connect with me on skype to get a review of the task.

Skills: Accounting, Bookkeeping, Excel, Intuit QuickBooks, Xero

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About the Employer:
( 1 review ) Auckland, New Zealand

Project ID: #19251598

19 freelancers are bidding on average $499 for this job

schoudhary1553

Hello, I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. More

$750 NZD in 10 days
(293 Reviews)
7.8
polarjin2017

This is Excel /VBA result which I 've done [login to view URL] This is what i have done in Excel/VBA/MACRO. Just Crreating forms, query, Macro, custom formula, etc... I;ve done so many jobs in excel like l More

$555 NZD in 3 days
(72 Reviews)
6.5
RRconsultant

Greetings I am a Chartered accountant with Bronze level partner certification from Xero. I am keen to help you with repeat invoice functionality in Xero. I am keen to help you with the requirements. Look for More

$500 NZD in 10 days
(86 Reviews)
6.7
rebeccasardoma

Hi,  Further to your recent job post "Migrate records from Express Invoice (NCH Software) to Xero", I would like to be considered for this vacancy I have started using Xero September 2013. I was able to expa More

$500 NZD in 10 days
(10 Reviews)
3.4
Msdy2015

Greetings! I am interested and willing to do the job you advertised. I am Ma. Lourdes S. Dy, CPA, XERO Advisor and Migration Certified from Philippines. I had experience in myob conversion to xero which includes More

$555 NZD in 5 days
(4 Reviews)
3.1
$333 NZD in 10 days
(0 Reviews)
0.0
Nick295

we just need data of u work then work is over within 10 days. currently our team is working with more than 150 clients

$1111 NZD in 10 days
(0 Reviews)
0.0
ereseamy

Hi, I'm knowledgeable with Xero as well as repeating invoices. I am detail oriented and goal driven. I can work well under pressure with utmost integrity. Let's give it a try doing the task for 5 days. https://profiles More

$416 NZD in 5 days
(0 Reviews)
0.0
$555 NZD in 10 days
(0 Reviews)
0.0
ronalynx

I am already a Certified Xero Adviser. I achieved Bachelor of Science in Accountancy from University of Southern Philippines Foundation in 2015. I have worked as a Accounts Receivable Officer/ Payroll Officer in Gan Go More

$277 NZD in 10 days
(0 Reviews)
0.0
venkitas

I am a qualified Cost accountant and MBA in Finance having around 25 years of industrial experience in reputed companies like MRF Ltd, Ceat Ltd, J&J and Cadbury in the field of Costing, Budgets, Accounting, MIS reports More

$555 NZD in 10 days
(0 Reviews)
0.0
quickbook

Hi, I am a professional accountant, and working from last 10 years with a UK based chartered accountancy firm Elan & co LLP. Our head office is at London Bridge. I have extensive experience of Xero (Certified Xero Adv More

$443 NZD in 5 days
(0 Reviews)
0.0
ankitaparmar4

Competant and efficient accountant

$316 NZD in 10 days
(0 Reviews)
0.0
pjlnel

Dear Sir / Madam, I am a South African based professional qualified management accountant that has a proven track record. I am hardworking individual that is driven by the success of my clients and their deadlines. More

$555 NZD in 10 days
(0 Reviews)
0.0
krishnakali1510

The excel sheet (the source data) will be downloaded and then invoice to be generated in the following sequence in XERO software: 1.0Go to the login XERO software 2 in dashboard 3 click to Invoices owed to you 4 More

$250 NZD in 10 days
(0 Reviews)
0.0
$555 NZD in 5 days
(0 Reviews)
0.0
namitme2016

I can do dis project 4 u within ur given tym. I hv a excellent experience in this field. I assured u the work will be completed with 100% accuracy from my side. Give me chance to do dis. Regards Neeraj Singh

$250 NZD in 10 days
(0 Reviews)
0.0
Hazelmedina27

Hi, Hope you are enjoying your day. I'm an experienced Accountant/Bookkeeper worked for an Accounting/Bookkeeping firm based in Australia, New Zealand and UK. I've been working for 4+ years already in bookkeep More

$444 NZD in 7 days
(0 Reviews)
0.0
faazi128

As this is my first project in the Freelancer, I will deliver the project perfectly accurately and on time meeting the key deliverables as promised. I believe I can do this project as I am a Chartered Accountant (passe More

$555 NZD in 4 days
(0 Reviews)
0.0