Xero Set Up

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Xero is the best cloud accounting software on the market and it’s the only cloud accounting package we use and recommend. We highly rate it because it saves time and allows us to do what we love and that’s interact with our clients and add value to their businesses.

We are Xero Certified consultants and experts at set up of Xero files whether it be conversion from other accounting software or from scratch. We can also provide training and ongoing support. Check out our testimonials and let’s chat about a customised set up package to suit your unique business needs.

  • Customised chart of accounts set upCustomised chart of accounts set up
  • Live bank and credit card feeds set upLive bank and credit card feeds set up
  • Dashboard customisedDashboard customised
  • Financial statement layouts customisedFinancial statement layouts customised
  • Branded invoice template set upBranded invoice template set up
  • Logins issued for your teamLogins issued for your team
  • Tracking category set upTracking category set up
  • Company contact information inputedCompany contact information inputed
  • Compliance information inputed i.e. for BAS, FBT. PAYGCompliance information inputed i.e. for BAS, FBT. PAYG
  • Foreign currency set upForeign currency set up
  • Conversion of financial data from your current MYOB or Reckon file (full current & previous financial year)Conversion of financial data from your current MYOB or Reckon file (full current & previous financial year)
  • Import contactsImport contacts
  • New Business Set up

  • Customised chart of accounts set upyes
  • Live bank and credit card feeds set upyes
  • Dashboard customisedyes
  • Financial statement layouts customisedyes
  • Branded invoice template set upyes
  • Logins issued for your teamyes
  • Tracking category set upyes
  • Company contact information inputedyes
  • Compliance information inputed i.e. for BAS, FBT. PAYGyes
  • Foreign currency set upyes
  • Conversion of financial data from your current MYOB or Reckon file (full current & previous financial year)no
  • Import contactsno
  • Conversion MYOB or Reckon to Xero

  • Customised chart of accounts set upyes
  • Live bank and credit card feeds set upyes
  • Dashboard customisedyes
  • Financial statement layouts customisedyes
  • Branded invoice template set upyes
  • Logins issued for your teamyes
  • Tracking category set upyes
  • Company contact information inputedyes
  • Compliance information inputed i.e. for BAS, FBT. PAYGyes
  • Foreign currency set upyes
  • Conversion of financial data from your current MYOB or Reckon file (full current & previous financial year)yes
  • Import contactsyes

ADDITIONAL XERO IMPLEMENTATION ADD ONS

  • Payroll set up
  • Inventory set up
  • Integration with add ons like Receipt Bank, Shopify, OFX, Deputy, Crunchboards etc
  • Xero training