Setup, Conversion & Training

No matter what size your business, start-up or established, we’ll set you up or convert you to Xero quickly and seamlessly so you’re working with the best software, processes and systems.

We’ll start by looking at your needs and expectations so we can advise you on the best solution that includes helping you select the best Add-ons for your business. Then we’ll set up and migrate all your data to Xero, customise your invoices and set up payroll details, live bank feeds, GST codes and payment gateways. We also include a half-hour online training session to get you up to speed on Xero.

Give us a call to see if you qualify for our free Xero Set Up and Conversion Service.

Further Training

If you would like additional training once you are set up at whatever level of experience you have as a Xero user, we will tailor our training to your needs and take you a step closer to running your business better.

Our training sessions are held online for your convenience.

Xero Setup & Conversion

$500 $+GST

Our implementation process includes…

  • Set up of your company’s Xero data file
  • Set up of your company’s branded invoice template
  • Set up of payroll details
  • Set up of live bank feeds
  • Import contacts
  • Set up GST codes
  • Set up payment gateways
  • ½ hr training session (our office or online)
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Xero Training Beginners

$150 $per hr +GST

Online sessions

  • Using the Xero Dashboard
  • Bank Accounts, bank feeds/importing transactions
  • Bank Reconciliations
  • Debtors
  • Creditors
  • Contacts – setting up and importing
  • Standard reports including GST
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Xero Training Advanced

$150 $per hr +GST

Online session

  • Expense claims
  • Report customisation
  • Contacts – merging, grouping importing correcting
  • Price list
  • Chart of accounts adding/changing information
  • Organisation information/financial/Invoice setting options
  • Tracking – setup and reporting
  • Fixed Assets
  • Foreign currency
  • Budgets
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