Migrate to Xero or MYOB Without Losing 5 Years of Data
If your books are stuck on a desktop or scattered across spreadsheets, we move you onto Xero, MYOB or QuickBooks without losing a thing. We migrate your history, reconcile your opening balances to the cent and train your team, so you can finally see your numbers in real time. Xero Platinum partners, certified on MYOB and QuickBooks.
You Know the Numbers Are in There. You Just Cannot See Them in Time
Most owners we meet are not behind because they do not care. The books sit on a desktop machine or across a few spreadsheets, the figures are weeks old by the time you look, and nobody wants to touch the file in case it breaks. Here is the same business once it is on Xero, set up properly.
The file lives on one desktop MYOB or a folder of spreadsheets, so only one person can open it and only at that desk.
You ask how the business is doing and the honest answer is a number from last quarter.
Bank transactions are keyed in by hand, receipts pile up, and reconciling means a long night before BAS is due.
Shopify, Stripe and payroll all live in different places, and tying them back together is a manual job every month.
Your books live in Xero, MYOB or QuickBooks online, so you, your manager and we can open the same live file from anywhere.
You can pull a current profit and loss and your real cash position on the day you need it, not weeks later.
Bank feeds and receipt capture do the data entry, so reconciliation is a short routine and BAS is no longer a scramble.
Sales channels, payments and payroll connect into one file with the fees mapped, so the month reconciles itself. See eCommerce Accountants.
Set-Up Done Once, Done Right
No half-migrated chart of accounts, no orphaned invoices, no opening balance variance. We migrate, reconcile, train, hand over.
- Software selection: Xero vs MYOB vs QuickBooks for your business
- Chart of accounts design tailored to your industry
- Up to 5 years of historical data migrated and reconciled
- Bank feeds, credit card feeds, PayPal/Stripe connectors
- Receipt capture: Hubdoc or Dext setup and rules
- Inventory, job tracking or project codes (if applicable)
- Payroll module configured to your award and pay cycle
- 2-hour staff training session and a quick-reference cheat sheet
Your History Stays Intact and Someone Stays in Your Corner After Go-Live
Your Numbers Carry Over, to the Cent
The fear we hear most is losing years of records in the move. Your opening cash, debtors, creditors and GST are reconciled to match your old software exactly, so prior years stay queryable and you can trust day one.
We Choose What Fits You, Not Our Commission
We are Xero Platinum partners and certified on MYOB and QuickBooks, so we are not selling one box. We recommend the file that suits how you actually work, pass on the partner pricing, and keep an eye on it with regular health checks.
You Are Not Left Staring at a New Screen
A new system only pays off if your team uses it well. You get live training for the people who run the file day to day, a recording and a quick-reference sheet to keep, and a direct line to us for the first 30 days while it beds in.
Old Software off, New Software on, in 14 Days
Scoping Call
60 minutes. Current setup, pain points, headcount, transaction volume. Software recommended.
Fixed-Fee Quote & Build
One price for the whole migration, back within 48 hours. Then we build the chart of accounts, historical data, feeds and payroll in our sandbox, validated against your old file.
Go Live & Train
Bank feeds switched, opening balance signed off, 2-hour team training, 30-day support window.
A One-off Project Fee. No Subscription Markup
- Single entity, single bank account
- Chart of accounts and bank feeds
- 2 years historical data
- 2-hour training
- Multi-entity or multi-account
- 5 years historical data, reconciled
- Payroll setup with award interpretation
- Inventory or job tracking
- 30-day Slack support window
What Perth Business Owners Ask Before a Migration
Xero vs MYOB vs QuickBooks, which one should I use?
Xero wins for most Australian SMEs on usability and the connector ecosystem. MYOB Online is competitive on cost for simple files and stronger on inventory-heavy businesses. QuickBooks is cheapest if you have a very simple sole trader setup. We pick based on your actual workflow, not commission.
Will I lose my historical data?
No. We migrate up to 5 years of transactions, with the opening balance reconciled to the cent against your old file. Prior years live in the new system, queryable.
How long does a migration take?
14 days for a single-entity standard setup. 4-6 weeks for a multi-entity group with 5 years of history and a payroll module. We will give you a firm date in the project quote.
Can you train my office manager?
Yes. A 2-hour live training, recorded for replay, plus a quick-reference cheat sheet. We also run a Slack channel for your first 30 days for "how do I…" questions.
Do you offer ongoing bookkeeping after the setup?
Yes. See Bookkeeping Services Perth. Many clients combine the one-off setup with our monthly bookkeeping retainer for a smooth handover.
What Our Clients Say About Us
Pair Migration with Ongoing Bookkeeping
Get off the Spreadsheet, Live in 14 Days
No obligation, fixed-fee project quote with your opening balance reconciled to the cent. Xero Platinum partners, MYOB and QuickBooks certified.
Free · No lock-in · 2-hour reply guarantee