Migrating from MYOB to Xero demands expert precision to preserve data integrity and maintain compliance. Our Braeside-based team follows a comprehensive process:
Initial Assessment
We evaluate your current MYOB system to determine the data required for migration—covering chart of accounts, customer and supplier records, payroll, invoices, and bank transactions.
Data Preparation
Before migration, we clean up your MYOB data: reconciling accounts, removing duplicates, and ensuring all balances are accurate.
Xero Setup
We configure your new Xero account, including financial settings, chart of accounts, and payroll setup, optimized for your Braeside business.
Data Migration
We migrate key data:
- Opening balances
- Customer and supplier details
- Invoices, bills, and payroll data
- Bank transactions and historical records (up to 2 years of history)
This ensures continuity of your financial records.
Reconciliation & Testing
Post-migration, we rigorously compare MYOB reports with Xero to verify accuracy, covering trial balances, payroll summaries, and bank reconciliations.
Expert Training & Support
We provide hands-on training tailored for your Braeside team, empowering them to navigate Xero with confidence. Plus, ongoing support ensures smooth operation as your business grows.