Moving from MYOB, QuickBooks, spreadsheets or anything else? We convert your business into a brand-new Xero file — opening balances, open bills and invoices, payroll and leave data all brought across properly, with training included.
WHAT'S INCLUDED
A good conversion starts with the right start date. The start of the financial year is ideal, but the start of a quarter works too. From there, we bring across everything you need and set up your new Xero file properly — all as part of one package.
All opening balances brought across as at your chosen start date.
Every unpaid bill and outstanding invoice carried over, so nothing is missed.
Employee payroll data and leave balances transferred into Xero Payroll.
A fresh chart of accounts set up to suit how your business works today.
New bank feeds connected and your third-party software linked to Xero.
Hands-on training so you and your team are confident in Xero from day one.
SMART CHOICES
We have been converting plenty of businesses to Xero lately. Here is why a clean conversion is worth doing properly.
Rather than dragging years of old coding problems across, you start with a fresh, well-structured file from a clear start date.
Opening balances, open bills, open invoices, payroll and leave data all come across, so your new file picks up exactly where the old one left off.
Bank feeds, apps and training are all set up as part of the package, so you can start using Xero straight away.
OUR PROCESS
We agree on a start date — ideally the start of the financial year, or the start of a quarter.
We build your new chart of accounts, connect your bank accounts and link your third-party software.
We transfer opening balances, open bills and invoices, payroll and leave data, and check everything balances.
We train you and your team in Xero and stay on hand while you settle in.
Based on Main Street, Mornington, our team converts businesses across the Mornington Peninsula to Xero. You can sit down with us in person, not just over a screen share.
Once you’re up and running, we can look after your ongoing Xero bookkeeping.
Starting your new Xero file at the beginning of the financial year keeps your reporting clean and makes year-end simple. If that is not practical, the start of a quarter lines up neatly with your BAS reporting.
Payroll is often the trickiest part of any conversion. We bring across your employees’ payroll and leave data so STP reporting and leave balances carry on without a hitch. Learn more about our payroll services.
CONVERSION FAQS
We convert businesses to Xero from MYOB, QuickBooks, spreadsheets and most other accounting systems.
The start of the financial year is best, as it keeps your reporting clean. The start of a quarter also works well, as it lines up with your BAS.
All opening balances, open bills, open invoices, payroll data and leave data as at your start date.
A new chart of accounts, new bank account connections, connections to your third-party software, and Xero training for you and your team.
Yes. Xero training is part of the conversion package.
Conversions are priced as a package based on the size of your business and how much data needs to come across. Get in touch for a quote.
TESTIMONIALS
GET IN TOUCH
Thinking about switching to Xero? Get in touch for a free consultation and we will map out your conversion and start date.
