• Level-1, 10 Colbee Court, Phillip, ACT 2606, Canberra
  • Mon-Fri 9:00 AM - 6:00 PM
  • 0412 810 400
  • info@msaccountings.com
  • Registered Tax Agent
XERO SETUP • MIGRATION • 1-ON-1 TRAINING

SEAMLESS XERO SETUP & MIGRATION.
EMPOWER YOUR TEAM WITH 1-ON-1 TRAINING.

Move from MYOB, Reckon, QuickBooks, Excel or manual records into Xero with a structured setup and migration process. We can configure your chart of accounts, bank feeds, GST settings, invoice templates and practical team training around your workflow.

CALCULATE SETUP PACKAGE 0412 810 400
Migration
Balance & Data Checks
Xero
Setup & Workflow
1-on-1
Personalised Team Training

Included in Xero Setup & Training

  • ✓ Complete Organisation Setup: Chart of accounts, GST settings, invoice templates, users and tracking options configured around your business requirements.
  • ✓ Bank Feeds & Rules: Supported bank feeds and reconciliation rules can be configured based on your bank, account type and Xero subscription.
  • ✓ Add-On Integration: Compatible tools such as Dext, Hubdoc, Stripe, Square and other workflow apps can be connected where appropriate.
  • ✓ Practical Screen-Share Training: Tailored workflow coaching for the people who will use Xero day to day, with recordings or notes provided where agreed.
XERO SETUP & TRAINING SERVICES

BUILT FOR CLEARER CLOUD ACCOUNTING WORKFLOWS

We configure Xero and related workflows to reduce avoidable manual administration and make day-to-day accounting tasks easier to manage.

CLOUD MIGRATION

Structured Migration

Move agreed historical balances, contacts and transaction data from MYOB, on the migration scope.

  • Chart of accounts mapping.
  • Customer & supplier contact ledger.
  • Branded invoice & quote templates.
AUTOMATION SUITE

App Automation

Configure supported bank feeds, reconciliation rules and digital receipt or bill-capture tools.

  • Direct bank feed connection setup.
  • Dext / Hubdoc integration.
  • POS merchant gateway links
HANDS-ON COACHING

1-on-1 Staff Training

Empower your administrative and finance staff with practical, step-by-step training.

  • Daily sales invoicing & bills processing
  • Bank reconciliation workflows
  • STP Phase 2 workflow support where included
FIXED-FEE PACKAGES

CALCULATE YOUR XERO IMPLEMENTATION PACKAGE

Select the options below for an indicative Xero setup, migration and training estimate. Final pricing is confirmed after reviewing your source data, migration scope and training requirements.

Setup / Migration Scope
Team Training & Coaching Depth
Receipt & Workflow Add-ons
ONE-OFF FIXED PACKAGE
$650 +GST
COMPLETE XERO MIGRATION & 2HR TRAINING
Includes the agreed migration scope, chart-of-accounts setup, bank rules, Dext or Hubdoc workflow setup and 2 hours of 1-on-1 training.
BOOK XERO ONBOARDING CALL
STRUCTURED IMPLEMENTATION

OUR 4-STEP XERO ROLLOUT BLUEPRINT

From initial system review through setup, migration checks and team training, we follow a structured implementation process tailored to the complexity of your file.

01

System Discovery & Review

We review your existing software, records and workflow requirements before confirming the setup and migration approach.

02

Custom Organisation Build

We configure your Xero organisation with relevant GST settings, bank feeds, tracking categories, users and branded templates.

03

Data Migration & Trial Balance

We prepare and import the agreed historical balances and customer or supplier data, then reconcile key opening figures.

04

Final Review & Handover

We review opening balances, GST settings, bank feeds, user access and key Xero configurations before handing over the completed setup.

COMMON QUESTIONS

FREQUENTLY ASKED QUESTIONS

Everything you need to know about switching to Xero with MS Accounting.

Yes. Depending on the source system and data available, we can assist with migration from MYOB, QuickBooks Online, Reckon and Excel. The agreed migration scope may include the chart of accounts, contacts, open invoices and bills, and historical balances.
Timing depends on the condition of the source data, the amount of history being migrated, integrations and any multi-entity, multi-currency or inventory requirements. We confirm an implementation timeframe after reviewing the file.
Training can include screen-share sessions, workflow notes and recordings where agreed. The exact training material is confirmed as part of the selected package.
Xero supports a broad ecosystem of connected apps. Depending on your workflow, we can help review and configure compatible integrations such as Dext, Hubdoc, Shopify, Stripe, Square, PayPal, ServiceM8, Tradify, Cliniko or Deputy.
Post-migration support can be included based on the agreed service scope. Ongoing bookkeeping, BAS lodgment and payroll support can also be arranged separately if required.

BUILD A CLEARER, MORE EFFICIENT XERO WORKFLOW

Work with Xero Xero Advisors in Canberra. Save hours each week, eliminate paper receipts, and get clearer, up-to-date accounting information.

SPEAK WITH OUR XERO SUPPORT TEAM CALCULATE SETUP PACKAGE