Xero set up and conversion.
Achieve more. Switch easily from any platform.
Boost your business with a complete set up and conversion to Xero by the experts, allowing your business to reach new heights.
Work with a team of Xero conversion and set-up experts to migrate your business from any platform.
- MYOB Account Right
- MYOB Account Edge
- MYOB Essentials
- Reckon Hosted
- Reckon Desktop
- Intuit Quickbooks Online
- Quickbooks Desktop
- Sassu
- Sage
- Cashflow Manager
- Freshbooks
- Wave
- And more.
Chris, Simon and the team have been exceptional in managing our transition from MYOB to Xero. Not only was the migration completed with minimal disruption or issues, but Chris has always been there to provide support and answer any queries well after the completion of the projection. In addition, he is always proactively suggesting and recommending further processes and areas of improvement for our business. The team are friendly, each to contact and always available when I need their help. I would have no hesitation in recommending LINK to other people - they have made my job easier and no doubt I will continue to utilise their services into the future.
Rebecca Stratford
Dixie Holdings
Hear from clients who have had a Xero set up.
400+ 5 star Google reviews.
Supporting you through your Xero set up and conversion.
Get a great start
with Xero
Strengthen your business by making your switch to Xero an easy and effective. Having a professional Xero set up and conversion team of experts working with you is vital in ensuring your conversion is as smooth and seamless as possible.
Initial chart of
accounts creation
The first task is extremely important, analysing your chart of accounts. If you do not already have one, Link Advisors will assist you in creating one. Where you do have one set up, it will be assessed to see if this is the best structure for your business.
Payroll balance
and set up
Xero is here to simplify your payroll. A key element of your Xero conversion is ensuring your payroll is set up correctly. The team will bring across all your payroll data, your preferred payment method, and encode the data for maximum security.
Conversion from
other software
Make your switch from QuickBooks, MYOB, Cash Flow Manager, Saasu, Intuit, or Sage, and more, easy. Link Advisors are the Xero set up team who specialise in ensuring your migration to Xero is smooth and seamless from any platform.
Initial training
and support
When Xero has been set up for your business it doesn’t stop there. The team will assist you in learning how to take advantage of Xero for your business. This will be done through a training session for your team.
5 stars rated Xero conversion
Link Advisors are one of Brisbane’s highest rated accountants, providing an epic Xero set up and conversion that will invigorate your business. Work with the winning team to give your business a boost to overcome challenges.
Customised branded templates
Ensure all emails, invoices, and more coming out of Xero follow your brand with branded templates. Each template will be set up by the Xero conversion team to ensure your clients get a consistent experience when interacting with your business.
Import of opening balances
Pick up in Xero after your conversion, right where you left off from your old software. All of your previous opening balances, outstanding items, and necessary history are transferred across as a part of the Xero set up.
Power up your business with Xero Platinum partners.
Link Advisors has been assisting hundreds of businesses across many different industries successfully convert to Xero. Being a Xero platinum partner signifies the work that has been done, and the team’s mastery of Xero. In going above and beyond for all Xero set up and conversion clients, you can be sure that Xero will integrate into your business, enhancing all you do.
Dedicated to making your Xero conversion easy
- The Xero conversion team explore your business, your goals, and review your existing accounting software
- You can clarify how much historical data you want to import into Xero
- Link Advisors will recommend the best way to set up Xero - a fresh Xero setup or conversion to Xero
- The team let you know what information we will need to get started, and set a clear timeframe
- Your Xero conversion team use the information you provide to set up Xero
- Bank feeds are activated, transactions imported, your chart of accounts is customised, and employees’ setup for payroll if needed
- Link Advisors invite you into Xero so you can start using it
- The Xero conversion team run a training session with you, based on what you need to learn to use Xero successfully
- You are provided with a recording of the session, and follow up notes
- The training session can be completed in person, or over Zoom
Frequently asked questions.
To convert your business over to Xero, Link Advisors doe the following:
- Review your existing accounting file
- Collate your business information
- Crosscheck it againts the ABR & ATO
- Set up Xero
- Bring in conversion balances
- Bring in any invoices or expenses
- Set up your bank accounts
- Customise your invoice
- Activate your bank feeds and import missing transactions
- Provide you with training on Xero
- Advice on best practise and improvements
- Work with your accountant
- Set up your employees
- Register you for Xero Auto Super
- Set you up for Single Touch Payroll
In order to complete the Xero conversion the team will require information from you. To ensure the set up goes as smoothly as possible please provide the following:
- Give us access to your existing accounting file
- Provide bank statements for your bank accounts
- Answer any questions we have as they come up
- Provide your logo file
- Provide information on your employees
Xero is the industry leader in cloud-based accounting software. It provides many features that will save your business time and money. It also integrates seamlessly with many different business process applications, expanding its capabilities further. Here are some more reasons why you should choose Xero:
Smart reports
Xero offers flexible, customisable and smart reporting. Reports can be generated whenever and however you want it. This feature allows business owners and managers to view and access their business standing anywhere and anytime.
Bank feeds
You can link Xero with your business bank accounts. This will generate automatic bank reconciliation, payroll, and facilitate other business transactions. Bank feeds are automatically imported and recorded to your Xero account.
Real time collaboration
You can access your account while your Accountant or bookkeeper is working on it. Multiple users can simultaneously access and view the same file. This feature allows offsite work and collaboration, where you can conduct multi-site conferences and still be on the same page.
Inventory control
The inventory tool of Xero allows easy tracking and monitoring of inventory. Sales and purchases are automatically recorded. Significant inventory details like purchase and sale prices, transactions, purchase invoice and order quantities are also included.
Business files and document organisation
File organisation has never been more easy and structured. Xero lets bookkeeper attach files or documents to relevant records. This allows easy referencing allowing different users to easily check on receipts, quotes, or invoices. It also serves as a filing system without the need to setup a separate storage account.
Invoicing
Achieve seamless invoicing with Xero. Create invoices with the professionally formatted invoice templates available. Once it is sent and opened, a confirmation is sent back to you. The system automatically sends reminders to unpaid invoices. You can also create invoices from customer approved quotes.
Payroll
Payroll is a repetitive and laborious business process you can delegate to Xero. The Xero payroll tool simplifies the system. It tracks employee hours, calculate salary and taxes, and automatically records the expense to journals and ledger.
Security and data protection
Xero keeps your data and sensitive business information with multi-layered security protocols. Servers are secured with 24/7 physical security – restricted access and round-the-clock security personnel. Regular security audits are conducted by third-party inspectors. Xero also adopted the two-step authentication process for all accounts. The added measure will secure your accounts and all your data in case of password theft, phishing or malware.
Xero Me app
Xero Me also allows for mobile interactions with your payroll and accounting on the go, whether you be a manager or employee. Managers can action employee leave requests all on the go.
The Xero Me App streamlines employee interactions with your payroll software. It allows employees to send leave requests, view their pay details and payslips right from their phone.
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