QuickBooks and Xero setup

Set up right the first time, or move platforms without losing history.

What is included

  • New file setup and chart of accounts design
  • Migration from spreadsheets or other software
  • Bank feeds, rules and reconciliation setup
  • Tax settings, classes and tracking categories
  • Clean-up of duplicates and uncategorised items
  • User roles and a short handover guide

What you receive

  • A working file ready to use
  • Setup document
  • A handover session

Best for

  • Startups setting up their books
  • Businesses switching platforms
  • Firms onboarding new clients

Delivered by a QuickBooks ProAdvisor and Xero certified Chartered Accountant.

How it works

Share access

You give access to your file or a copy of the data.

Confirm scope

We agree what is covered, the deliverables and the timeline.

Complete the work

The work is done and documented systematically.

Review together

You receive the output with clear notes on what was done.

Need this done properly?

Tell us your platform and deadline, and we will confirm scope.

Discuss your needs