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Xero Migration + Training

Switching to Xero is effortless with our Xero migration services. We specialise in seamless data transfer from MYOB, QuickBooks, and Reckon, ensuring minimal disruption. Our expert team handles everything, allowing you to quickly benefit from Xero’s powerful features and focus on growing your business. If you’re looking for a smooth and stress-free migration, book your free discovery call today.

Migrating to Xero from another software

If you’re looking for a better way to manage your business finances it’s time to switch to Xero! Beautiful accounting software, born in the cloud, and connectable with over 1,000 apps to help you drive your business forward.

Transitioning from another accounting system can be daunting. Heart Bookkeeping will ensure a smooth transition, migrating your historical data accurately so that you’re up and running as quickly as possible on Xero with minimal disruption to your business.

We have helped hundreds of businesses migrate to Xero from MYOB, Quickbooks and Reckon.

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Why Choose Xero?

Xero is a cloud-based accounting solution, which means you can access your financial data from anywhere, at any time. Unlike other software like Reckon and MYOB, Xero was built in the cloud. Xero runs through any web browser therefore you can access it from any device, wherever you are and you never need to do updates to ensure you’re running on the latest version – Xero handles all this in the background without any hassle or frustration to the user.

This differs from MYOB and Reckon which requires you to have the application installed on your device to be able to access it. It also means that as updates are made by the software company you need to update your version to be able to continue to use your file. No thank you!

Xero seamlessly integrates with over 1,000 apps, enabling you to customise and streamline your accounting processes. Whether you need help with invoicing, payroll, inventory management, or any other aspect of your business, there’s an app for that in Xero’s App Marketplace.

Xero’s user-friendly interface makes it easy for business owners and their teams to navigate the software. You don’t need to be a finance expert to make the most of Xero’s features. Our clients that have migrated to Xero from other accounting software tell us they find it so much easier to move around Xero.

With Xero, you’ll always have access to real-time financial insights. Monitor your cash flow, track expenses, and stay on top of your financial health with ease. And Xero’s single ledger approach means you can invite your accountant, bookkeeper and business coach into your Xero file and they are all looking at the same information. This makes it super easy to collaborate with your team of financial experts to drive your business forward.

Make the move to Xero today with Heart Bookkeeping’s team of Xero Certified Experts.

Xero Training + Support

You’ve moved to Xero, so now what? If you’re going to be handling some or all of your own bookkeeping then you’ll need to know how to navigate Xero and manage your Xero data.

That’s why as part of our Xero Migration package we provide you with both one on one training and access to our Xero Online Training + Xero Support platform, ensuring that you can make the most out of your move to Xero.

Our Xero Online Training + Support platform is your key to success. This dynamic, on-demand resource provides you with access to a library of comprehensive training videos. These videos are thoughtfully designed to improve your understanding of Xero’s key features, guiding you through a logical sequence of lessons to build your expertise step by step.

PLUS: You can access support from our team of Xero Certified Experts via the platform.

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Empower Yourself with Knowledge

We understand that small business owners managing their own finances can be doing their bookwork at all hours of the day and any time in the week. That’s why we’ve created an on-demand resource so you can jump on when it suits you.

We believe in the power of learning by doing. That’s why we encourage you to engage with the Xero Online Training modules while you’re actively managing your own bookkeeping. This hands-on approach ensures that you not only grasp the theoretical aspects but also gain practical experience that is directly applicable to your business needs.

At Heart Bookkeeping, we take pride in our team of Xero Certified gurus. Our trainers possess a deep understanding of Xero’s intricacies, and their expertise can be tapped into during our live weekly Xero Support webinars. Just submit your question and those with the highest demand will be featured in the session.

We believe that learning is an ongoing journey. With our Xero Online Training platform, you can revisit lessons and stay up-to-date with Xero’s ever-evolving features, ensuring that you remain at the forefront of financial management in your business.

Don’t forget – when you book a Xero Migration + Training package with us you also get up to 2 hours or one on one training with a Xero Certified Guru!

Our Pricing

Training

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Xero Migration + Training

Move from your existing accounting software to Xero with minimal disruption to your business and while maintaining your key customer, supplier, payroll and other financial data.

From
$990
  • Advise you on the best migration path and timing
  • Cleanse data from your previous system
  • Migrate your historical data/enter conversion balances
  • Set up Xero including chart of account, financial settings and invoice templates
  • Connect unlimited bank accounts
  • Import pre-Xero transactions where required
  • Import client and supplier lists and inventory/service items
  • Payroll and auto super set-up (Add $150 + GST)
  • 2 hours of one on one training with a Xero Expert
  • 2 months access to our Xero Online Training + Support platform

Bookkeeping

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Xero Migration + Bookkeeping

Can’t stand the thought of doing your own bookkeeping? Let Heart Bookkeeping take away your bookkeeping pain by adding bookkeeping to your Xero migration package.

From
$500 GST
  • Advise you on the best migration path and timing
  • Cleanse data from your previous system
  • Migrate your historical data/enter conversion balances
  • Set up Xero including chart of account, financial settings and invoice templates
  • Connect unlimited bank accounts
  • Import pre-Xero transactions where required
  • Import client and supplier lists and inventory/service items
  • Payroll and auto super set-up (Add $150 + GST)
  • Xero bookkeeping
  • Payroll and superannuation
  • Activity Statements and other business compliance

Xero Migration FAQS

The Xero migration process varies depending on the complexity of your financial data and the size of your business. Typically, it can take anywhere from a few days to a couple of weeks. Our team will work closely with you to ensure a smooth and efficient transition, minimising any disruption to your business operations.

After the migration, our team will verify the accuracy of the transferred data and provide you with a detailed report. We will review the migrated information to ensure all financial data is correctly set up in Xero. You can be confident that your data has been accurately migrated and that your Xero setup is functioning optimally, allowing you to focus on running your business efficiently.

After the migration, our team will verify the accuracy of the transferred data and provide you with a detailed report. We will review the migrated information to ensure all financial data is correctly set up in Xero. You can be confident that your data has been accurately migrated and that your Xero setup is functioning optimally, allowing you to focus on running your business efficiently.

Yes, our Xero Online Training package comes with UNLIMITED Xero Support for 2 months post migration, ensuring you have continuous assistance whenever you need it. Whether you encounter technical issues or need help optimising your setup, our team is always ready to assist.

We also offer bookkeeping packages are completely customised to your business needs and based on fixed fee pricing, so there are no surprises.

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