Xero setup and conversion
Xero set up properly, whether you are starting or switching
Was your Xero file set up for your business, or for the software's defaults? We set up new businesses in Xero, and convert existing ones from other accounting software, around how the business actually runs. The numbers are right from the start, and you are not paying to fix them later.
Book your setup
Which setup suits where you are?
Find the line that sounds like you. Each one takes you straight to the booking, with what it costs.
I am starting a new business and want my company and GST registered too.
Your Australian company and GST registration lodged for you, and Xero set up around the right structure before the first transaction.
Xero Launch with registration
$2200
I am starting a new business, and my registrations are already done.
Your structure and chart of accounts right before the first transaction.
Xero Launch
$880
I use other accounting software or spreadsheets, and I want to convert to Xero.
Your data brought across clean, with payroll and bank feeds already working.
Xero Grow
$1000
My setup no longer fits the business, and my other software is not connected to Xero.
Custom invoices and reports, and your other tools connected so nothing is entered twice.
Xero Scale & Integrate
$1500
I am moving from MYOB and want to know what a conversion leaves behind.
What the two systems do differently, and what has to be rebuilt after the move.
MYOB to Xero
I am an accountant or bookkeeper, and I set up Xero files for clients.
Advanced training on setup and conversion, built for professionals.
Xero Setup & Conversion course
$750 · 3 hours
Not sure which of these you are? The 30-minute Initial Discovery Session is free, and telling you which setup you need is exactly what it is for.
Book a Call Today
What goes wrong without it
A file can look fine and still be set up wrong
Reports run, invoices go out and the bank feed connects. None of that tells you the structure underneath is right.
The chart of accounts was never decided
The default chart is a starting point, not an answer. If you run more than one location, service line or funding source, the chart and tracking categories decide what your reports can show you later.
Tax codes were accepted, not chosen
Every account carries a default tax code. Codes nobody checked are how an activity statement comes back different from what you expected.
A conversion moved the data, not the setup
Invoice templates, bank rules, repeating transactions and integrations are not migrated, because they are configuration, not data. They have to be rebuilt in the new file.
Bank feeds and payroll were connected, not configured
A bank feed that connects is not the same as bank rules that code correctly. Payroll settings decide what reaches your super and STP reports.
What you get
A file built around how you actually work
For a new business, the right structure advised and set up before the first transaction
A conversion from MYOB, QuickBooks, other accounting software or spreadsheets, with your data brought across clean
A chart of accounts decided rather than defaulted, and tax codes checked
Bank accounts connected directly to Xero, and payroll working
Custom invoice templates and financial reports, and your other software connected, where you need them
A personalised review and training session on your own file, so you can run it with confidence
How it works
Three steps, in this order
1
Look at what you have first
For a new business, that means the structure and registrations. For a conversion, it means your current file, looked at before anything moves, so the approach fits what is really in it.
2
Set up, or convert, the file
Structure, chart of accounts, tax codes, bank feeds and payroll, set up to match how the business reports. In a conversion, whatever the move does not carry is rebuilt.
3
Show you how to run it
A personalised review and training session on your own file. After that, you are not waiting on someone else to tell you how the business is going.
Questions we answer every week
Questions we are asked most
Which Xero Launch do I need?
If your company and GST registration are still to be done, book Xero Launch with registration, and we lodge both for you. If they are already in place, Xero Launch sets up the file around the right structure. Both are for Australian businesses.
Is converting from other software part of setup?
Yes. A business moving from MYOB, QuickBooks or spreadsheets converts with Xero Grow, and the setup is done as part of the move. A conversion carries your data but not your configuration, so templates, bank rules and integrations are rebuilt.
Can I set Xero up myself?
You can, and Xero makes it easy to start. The part that is hard to undo is the structure. The chart of accounts, tax codes and tracking categories you choose on day one decide what your reports can tell you for years.
Do you work outside the Gold Coast?
Yes. We are based on the Gold Coast and work with clients across Australia and New Zealand, online. The registration option in Xero Launch covers Australian company and GST registration.
The free checklist
Download Your FREE Xero Health Check
Identify common bookkeeping errors and discover simple fixes for smoother financial management, written in plain English.