Xero/Quickbooks Online Set-Up

Starting a new business or thinking of moving your existing accounting platform to either Xero or Quickbooks online, then we have a set-up plan to suit your needs.


Our BASIC file set-up is ideal for new businesses as it includes a full set-up so you are ready to hit the ground running.


Our ADVANCED file set-up is perfect for businesses looking to transition their accounts to either Xero or Quickbooks Online and includes a more detailed set-up such as account opening balances, payroll set-up, tracking categories and importing all of your existing customers and suppliers.


If you need historical data transferred across into your new file, please contact us to discuss as our advanced set-up only includes bringing across opening balance information, the reason being that many businesses want to start fresh.

Basic File Set-Up

$320.00

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Company details
Branding of Invoice & Statement Templates
Standard Chart of Accounts
Set-up Invoice Reminders (Xero)

Set-Up Bank Accounts and Bank Feeds

User access for you and your team

1 hour virtial training via Zoom

Phone and email support for a month after set-up

Advanced File Set-Up

$599.00

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Company details
Branding of Invoice, Statement & Purchase Order Templates
Customised Chart of Accounts
Set-up Invoice Reminders (Xero)
Set-Up Bank Accounts and Bank Feeds
User access for you and your team
Importing Supplier List
Importing Customer List
Entering account opening balances
Set-up Tracking (if applicable)
Dashboard Customisation (Xero only)
Full Payroll Set-Up including entering payroll information for up to 5 employees including opening balances (if applicable)
Adding additional employees into payroll + $20.00 each
1 hour virtual training via Zoom
Phone and Email support for a month after set-up