Software

Software setup and migration

Chart of accounts, bank-feed assistance and file setup for Xero, MYOB or QuickBooks Online, plus a quoted migration where a file needs to move.

Who it suits

Businesses starting a file or moving between supported systems, with a backup and a clear destination.

The problem it addresses

A poorly structured file makes later coding and reporting harder. A migration without a backup or an approval is risky.

Included

• Chart-of-accounts configuration for the agreed entities
• Invitation-based user access
• Bank-feed setup assistance using the bank's own process
• A handover session where it is included in the quote
• Migration steps only after written approval

Excluded

• A claim of vendor certification or partnership
• Unsupported desktop products
• Migration of a file that has no backup
• Custom software development

What you need to supply

• Source and destination systems
• Backup confirmation
• Who will approve the opening balances

How it is delivered

Setup is a one-off project with its own checklist. Ongoing bookkeeping is a separate engagement.

Pricing

One-off quote. Not included as an unlimited part of the monthly fee.

One-off, with any training sessions itemised.

Turnaround and dependencies

Stated in the quote after the file size and source system are known.

• Destination subscription in the customer's name
• Backup
• Migration approval

When a person needs to assess the file

Always required for a migration. A simple new-file setup may be quoted from a short checklist.

Professional limits

No software endorsement is claimed. Opening balances are taken from source records and are not treated as audited.

How to purchase

Use the software-setup enquiry. The checklist asks for source, destination, backup and approval before migration work starts.

Questions