Full Data Review : Before the migration begins, I carefully review your MYOB file to ensure your balances, accounts, payroll details and historical data are clean and ready to move. This step prevents errors and ensures the best long-term performance in Xero.
Chart of Accounts Setup : I create or refine your chart of accounts so your new Xero file is structured correctly. A well-organised accounts list is essential for accurate reporting and simple day-to-day use.
Payroll Migration : Payroll can be one of the trickiest areas when migrating systems. As part of my Myob To Xero Migration Braeside service, I ensure employee details, entitlements, leave balances and year-to-date figures are transferred accurately.
GST & BAS Setup : Your GST settings and BAS lodgement requirements are configured correctly in Xero so you remain compliant from the very first reporting cycle.
Bank Feeds Setup : I arrange all your bank feeds and ensure your accounts are properly linked so you can enjoy Xero’s powerful automation from the very start.
Historical Data Import : Depending on your needs, I bring across months or years of historical data, making your Xero file complete and ready for deep reporting and analysis.
Custom Training & Support : Once migration is complete, I provide personalised Xero training so you and your team feel confident using your new system. Support is always available whenever you need it.