Conversion & Setups


Whatever your knowledge is of cloud based solution Xero, we can do your conversion or set you up. Once you are ready to go with Xero, we can provide the training.

Our most popular conversion is MYOB to Xero but we can also convert other accounting packages whether it be inn Melbourne or anywhere in Australia.

KKC- MYOB-to-Xero-conversion

Conversions from MYOB to Xero (most popular) or Start Up Set Up

The main tasks involved include -:

  • Setting up your business as an organization
  • Staff Access,
  • Financial Settings
  • Creating Templates for Sales Invoices & Statements, Quotes and Purchase Orders
  • Setting up Bank and Credit Card Feeds
  • Customising your Dashboard, Profit & Loss & Balance Sheet Reports using the Tracking module
  • Allocating General Ledger Codes to new Chart of Accounts
  • Importing -:
  • Recent bank statements
  • Sales Register
  • Purchases Register
  • New chart of accounts
  • Contacts – Clients & Suppliers
  • Budgets
  • Fixed Assets
  • Keying in Employee details
  • Entering Conversion Balances
KKB- Training

TRAINING

Generally, at least 2 hours training is recommended.

Training Topics can include -:

  • File Set Up/ General
  • Banking
  • Journal Entries
  • Fixed Assets
  • Chart of Accounts/ GL/ Reports
  • GST/ BAS
  • Payroll
  • Contacts
  • Sales
  • Purchases
  • Xero Files (inbox)
  • Reporting

FREE XERO INTRODUCTORY TRAINING

These are all available -:

  • An intro to running your business on Xero (Live Online)
  • An intro to running your business on Xero (Video)
  • Getting your business set up on Xero (Live Online &Video)
  • Xero Business Essentials guide (Video Tutorials)
  • 3 into to Payroll in Xero (Video Tutorials)
  • Guide to using Payroll in Xero (Video Tutorials)
  • Guide to switching to Xero (Video Tutorials)