Have a chat with our team to do a deeper dive into your numbers and create a plan.
A Xero conversion is the process of transferring your financial data from your existing accounting system into Xero so you can continue working without disruption.
For MYOB Essentials conversions, this also includes:
The following items are not included:
Note: Any additional work outside the standard conversion can be undertaken if required and will be invoiced directly to the client.
We require the following reports:
Reports should be provided in Excel or CSV format. Other formats can be accommodated, but will require additional processing time.
Yes, we can extract the data for you for an additional cost.
We will need:
Don’t worry. We have a simple and proven process, and we’ll guide you through it.
The Pilot is the first phase of your Xero conversion. It ensures accuracy, tests processes, and confirms the final format before the full conversion begins.
Pilot Process:
Once your review is complete, we refine the process and proceed with the remainder of the conversion.
Client responsibilities during the Pilot:
Workflow sheet requirement:
Yes. All balances are reviewed and mapped according to TIPU conventions to ensure accuracy and consistency before being finalised in Xero.
Risk acceptance criteria define the standards data must meet to be considered accurate, complete, and reliable.
For Xero conversions, this includes:
Yes. Once the conversion is complete, your Xero ledger is ready for immediate use.
Yes. Historical data, transaction-level conversion, or mirroring your previous system is treated as a complex conversion and priced separately.
Yes. We can handle multi-currency ledgers, ensuring all foreign currency balances, transactions, and exchange rates are accurately migrated.
Note: Complex multi-currency requirements may require additional time and could be treated as a complex conversion.
Yes, although best practice is to wait until bank feeds are active. Additional reconciliation or adjustment work is not included in the standard conversion scope.
Timeframes depend on the complexity of the conversion and the quality of the information provided.
As a guide:
Each job will typically take up to six working days to complete. For larger batches or more complex conversions, timelines may vary depending on the volume of data and specific requirements.
The client is responsible for supplying complete and accurate source data.
During the Pilot, TIPU will flag any issues or gaps and recommend that they are resolved before proceeding with the remainder of the conversion.
Additional Services
Any work outside of the agreed scope may not be funded by Xero, and pricing is as follows:
☐ Standard conversion with Alignment Journal add $25
☐ Financial Statement Setup
☐ Additional Comparatives – $25
☐ Change to Chart of Accounts – $50
☐ Add additional years of transactional data – $50 per year
Payroll, Payables, Receivables, and Contact data
☐ Import of Employee and Payroll – $20 per employee
☐ Import of bills and invoices, per block of 100 -$25
☐ Import of Contacts – $30
*We can extract the data from your existing software for an additional fee. This would require the necessary access to your current system
We will:
Any post-conversion work outside the agreed scope may incur additional fees. These will be discussed and approved before work begins.
TIPU has been performing Xero conversions since 2015, giving us over 11 years of experience.
Ed and Megan have delivered this service to accounting firms across New Zealand and Australia since that time.
Many thousands, across multiple industries, including the Agri sector.
New Zealand team:
TIPU India team:
You will be dealing with real people who manage your conversion from start to finish.
We use a shared workflow sheet to track progress and ensure transparency.
We also communicate via:
Clients receive fortnightly status updates throughout the conversion.
Because of the time difference, conversion work is often completed overnight, with updates ready the next morning.
The Terms of Engagement outline:
Billing notes:
A copy of the Terms of Engagement is available on our website.
TIPU can work with any ledger software and has extensive experience converting data into Xero, including:
MYOB products:
Other Systems:
If your system is not listed, we can extract the required reports or access the software directly and provide a tailored conversion solution.
We can begin as soon as we have:
We’ll guide you through the process step by step.
Simply click the Getting Started button, complete a few details about your firm, and Megan will be in touch to arrange a chat. She’ll walk you through the next steps and keep everything straightforward.
Yes, we can help with one-off client conversions.
If you are an accounting practice enquiring on behalf of a client:
If you are a business owner contacting us directly:
The $250 fee covers:
If the client decides to proceed and the total cost of the conversion exceeds $500, the $250 fee is deducted from the final invoice.
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