KickstarterForum.org

Hello! I am thinking about changing my accounting software from FreeAgent to Xero. Has anyone done this before and is it a hassle? Hoping to change over to Xero to get the 6 months free with Monzo and also would like the feature to know when someone has viewed an invoice!

As someone who briefly tried Xero after using FreeAgent for years I wouldn’t recommend it at all.

I found the switch pretty smooth, but I did a bit of housekeeping before moving anything over, which made life easier later. The invoice view tracking has been handy for chasing payments without guessing. If you ever juggle jobs or budgets, I’ve also leaned on project accounting as a nice example of how clear cost tracking can save a few headaches. The main thing is giving yourself a little overlap while you settle in.