Xero File Setup Brisbane
Avoid down time and costly mistakes.
Learn how to use Xero from the experts.
Find the right add ons to get the most out of Xero for your business.
Get your payroll set up correctly from the start.
We are professional certified Xero partners with the skills and experience to ensure that you are making the right decision for your business.
We have helped many small + large businesses make the switch with ease.
There are many fatal mistakes which can be made when setting up a new accounting file – let’s ensure you start your Xero journey correctly.
We can assist with the following areas of your Xero set up and conversion:
Decision making process to ensure Xero is right for your business
Purchase of your new Xero subscription
Add on selection
Set up of users
Conversion of your current MYOB or Quickbooks file
Chart of Accounts set up
Conversion balances
GST and financial set up
Bank feed set up
Importation of Xero contacts – debtors/creditors
Set up of fixed assets
Set up any required tracking codes
Invoice, quote + statement templates
Set up your payroll – correctly!
Journal in any year to date balances
Set up your budget
And provide you with training & much much more!
MYOB to Xero
We can assist you with the conversion of your MYOB file to Xero.
There are several actions to be taken with your current MYOB file before conversion including ensuring all clearing accounts are reconciled to nil and that the balances of all reconciled accounts reflect what is actually on your bank statement.
To ensure a seamless transition, we are available to (1) facilitate your conversion, (2) ensure that your converted file is correctly set up for your needs in Xero and finally (3) to provide you with the right training and support for you to run your business using Xero.
Quickbooks or Reckon to Xero
Of course, we can also assist with the conversion of your Quickbooks or Reckon file to Xero.
In the first instance, we need to ensure that Xero is going to be right for your business.
Once we’ve ticked that box, we can facilitate the conversion of your file and back that up with ensuring that your new Xero file is completely set up accurately and suitably for your business’ needs.
Our Xero Setup package includes:
- Set up of Xero subscription (if required)
- Bank feeds and bank accounts
- General and financial settings as well as user access
- Chart of Accounts
- Account names
- Templates – invoice + statement + purchase order + invoice reminders
- Dashboard set up
- Contacts – suppliers + customers
- Access for team members
- Payroll set up (up to 5 staff)
- Upload of budget
As well as two hours one-on-one Xero training.
New Xero File Setup from $550 ex GST.
File Conversions from $660 ex GST.
If this package does not suit your needs, please contact us to discuss our alternative options.
Let's Get Started today
