Here are the steps to transfer your Xero file to Beany.
- Click on the organisation name, select Subscription and billing, then click Manage Subscription
- Click the menu icon , then select Request transfer
- Enter the name of the new subscriber and their email address, then click Request transfer
- First name - Beany, Last Name - Com and firstname.lastname@example.org
If Beany manages your Xero subscription, Xero's fees are added to our monthly payment plans. This means you only have one bill to pay each month.
For more information on transferring your Xero file, we have the relevant Xero link here.
If you'd like Beany to manage your Xero subscription, please get in touch with our Support team and we'll make it happen.