Xero set up and conversion.
Make Xero migration easy. Get a new Xero file set up and working correctly from the start, or move your historical data across from MYOB and every other major platform - with minimal disruption and a 4.9-star track record.
Rated 4.9 from 126+ Google reviews · Registered BAS Agents · Xero Platinum Partner
Conversions from a wide range of platforms.
Migration for small and medium businesses to Xero, made easy - from:
- MYOB AccountRight
- MYOB AccountEdge
- MYOB Essentials
- Reckon Hosted
- Reckon Desktop
- Intuit QuickBooks Online
- QuickBooks Desktop
- Saasu
- Sage
- Cashflow Manager
- FreshBooks
- Wave
- Spreadsheets & shoeboxes
"The team have been exceptional in managing our transition from MYOB to Xero. The migration was completed with minimal disruption, and they are always proactively suggesting further improvements for our business."
The ultimate set-up and conversion package.
Chart of accounts
Built for your industry from day one - not a default template with codes you'll never use.
Opening balances
Imported and reconciled to the cent, so day one in Xero matches the last day in the old system.
Payroll setup
Employees, entitlements, super and STP configured and balanced - mid-year or new year.
Data conversion
History migrated from any major platform and checked line by line before handover.
Branded templates
Invoices and statements customised to your brand, so the switch looks like an upgrade to customers too.
Bank feeds & rules
Feeds connected and coding rules built, so reconciliation takes minutes.
Training & support
Initial training for you and your team, with your bookkeeper a phone call away after.
4.9-star finish
Brisbane's highest-rated Xero conversion - checked, tested, then celebrated.
Where conversions quietly go wrong.
A conversion that has gone wrong does not look wrong. The file opens, the invoices send, the feed runs. The damage sits in the opening balances and in the first few weeks of history, and it usually surfaces a quarter later when the BAS will not agree to anything.
Assuming all of it comes across
The expectation is a copy of the old file inside Xero. What you actually get is contacts, the chart, open invoices and bills, closing balances at the conversion date, and a defined slice of history. Attachments, custom reports, old bank rules and inventory movement history generally stay behind. None of that is a problem when it is agreed in advance. It is a very unpleasant surprise when it is discovered afterwards.
A conversion date chosen for convenience
Starting on the 14th of a month because that was when everyone was free means one BAS assembled from two systems, one payroll year split across two platforms, and a set of comparatives that nobody can reconcile without an explanation attached. The first day of a quarter is clean. The first day of a financial year is cleaner. The extra fortnight of waiting saves considerably more time than it costs.
The chart copied straight across
Most old files carry two hundred accounts, forty of which get used, several that mean the same thing, and a few named after a staff member who left in 2016. Importing that wholesale is the single biggest missed opportunity in a conversion. This is the one moment where rebuilding the chart costs nothing extra, and it decides whether your profit and loss is readable for the next decade.
Opening balances that nearly agree
This is where conversions actually fail. Every control account has to tie back to the old system on the conversion date: bank and card balances, trade debtors down to the individual invoice, trade creditors the same, GST and PAYG withholding, super payable, loans, and equity. Nearly right is wrong. A small unexplained difference at conversion does not stay small, it just becomes harder to trace as transactions pile on top of it.
A bank feed that overlaps the history
Feeds usually pull a period of prior transactions when they are connected, and those land on top of transactions the conversion already brought in. Every one of them is a duplicate waiting to be reconciled by someone who assumes Xero would not show it twice. The feed start date has to be set deliberately against the conversion date, and the first reconciliation has to be done by a human who knows to expect the overlap.
The old system switched off too early
The licence lapses, the desktop file goes onto someone's old laptop, and two years later the ATO asks a question about a period that only existed in the old software. Records have to stay accessible for years after the switch, and a proprietary file you can no longer open does not count as accessible. Reports out to PDF and a backup into your own storage, before anything is cancelled.
What the switch actually looks like.
Two weeks for most businesses, longer where there is inventory or a big payroll. The sequence matters more than the speed, because every step after the opening balances is built on the assumption that they were right.
- 01
Agree the date, then the scope
We pick the conversion date around your BAS cycle and payroll year, and we write down exactly what is coming across and what is not, before anything is touched. You know at that point how much history you are getting and what stays in the old system.
- 02
Rebuild the chart, do not copy it
An hour with you on how you want the business to read: which accounts you need, what gets grouped, where the real cost drivers should sit and which two tracking categories are worth having. This is the part that makes reporting useful later, and it never gets done again once trading starts.
- 03
Balance it before anyone uses it
Opening balances loaded and then agreed line by line back to the old system: debtors invoice by invoice, creditors bill by bill, bank to statement, GST and payroll liabilities to the last lodged BAS and pay run. Nothing goes live until every control account ties. This is the step that decides whether the conversion was any good.
- 04
Run a full cycle side by side
Feeds connected with the start date set to avoid overlap, then the first month reconciled with us watching. Where it earns it, we run the old system in parallel for one cycle and compare the two, so the first BAS out of Xero is checked rather than hoped for. Training for your team lands in the same week.
Frequently asked questions.
How long does a MYOB to Xero conversion take?
Most conversions complete within one to two weeks, timed around your BAS cycle so nothing falls between systems. Bigger files with inventory or large payrolls take a little longer - we tell you up front.
Do I lose my history?
No. Opening balances and appropriate comparative history come across, and your old records stay accessible. Nothing is lost in the move.
Can payroll convert mid-year?
Yes - payroll balances, entitlements and STP carry across so year-to-date figures stay correct. Your employees notice nothing except nicer payslips.
What does a conversion cost?
A fixed quote based on your current platform, file size and payroll - agreed before we start, honoured when we finish.
Will you train us afterwards?
Yes, initial training and support are part of every setup and conversion - and full Xero training sessions are there if your team wants deeper skills.
What actually comes across from MYOB or QuickBooks, and what does not?
Contacts, the chart of accounts, open sales invoices and open supplier bills, and your closing balances as at the conversion date all come across, along with as much transaction history as the file and the method allow. What generally does not: attachments and scanned source documents, custom report layouts, old bank rules, saved recurring templates, inventory movement history, and any field the old system had that Xero has no equivalent for. That is not a loss so much as a decision - the old file stays readable, and you rebuild the handful of things you genuinely use rather than importing years of clutter.
Is there a bad time of year to switch?
Mid-quarter is the awkward one, because a single BAS then has to be assembled from two systems. The cleanest conversion dates are the first day of a quarter or the first day of a financial year, and 1 July is easiest of all because payroll starts from zero and nothing has to be balanced mid-year. Mid-year is still very doable, it just adds a step: payroll year-to-date figures have to be brought across and agreed employee by employee before the first pay run in Xero. We time the whole thing around your lodgement cycle rather than our calendar.
Can we cancel the old MYOB or QuickBooks subscription straight away?
Not straight away, no. The ATO's general rule is that business records are kept for five years, and Fair Work requires employee records for seven, so the underlying data has to remain available whether or not you are still paying for the software. Before anything is cancelled we export the reports that matter to PDF and file them: profit and loss and balance sheet for each year, trial balances, general ledger detail, payroll summaries and payment summary or STP records. Then a data file backup goes into your own storage. After that, the subscription can go.
How much of our time does it take, and what do we have to supply?
Roughly a few hours of yours, spread over a fortnight. We need access to the current file or a backup, the last lodged BAS and the reports that agree to it, bank and credit card statements covering the conversion date, loan and finance statements, employee details with leave balances and year-to-date figures, and a list of the reports you actually look at. Then about an hour of your time on the chart of accounts, which is the one part nobody else can decide for you, and a shorter session to sign off on the opening balances. Everything else is ours.
No cost, no obligation
Transfer MYOB to Xero today.
Fixed-quote conversions by the team Xero named Partner of the Year. Call 07 3899 8311 or book a free chat to map your switch.