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.

A standard conversion includes:

• Opening balances for the current financial year
• Transfer of fixed assets
• Set up in Xero ready for immediate use

For MYOB Essentials conversions, this also includes:

• Current financial year transactions
• Up to three bank accounts

The following items are not included:

• Historical transactions
• Invoices and bills
• Contacts
• Prior-year bank transactions

Note: Any additional work outside the standard conversion scope can be undertaken if required and will be invoiced directly to the client.

We require the following reports:

• Trial balance
• Fixed asset report
• Financial statements
• Supporting documents to verify balances

Reports should be provided in Excel or CSV format. Other formats can be accommodated, but will require additional processing time.

We can begin as soon as we have:

• The required data from the software being converted from
• Access to the client’s Xero Subscription

We’ll guide you through the process step by step.