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Professional Service

QuickBooks & Xero
Setup and Migration

A Clean Start in Your
New Accounting System

Starting a new accounting system or moving from another platform requires more than transferring data. We set up QuickBooks Online or Xero with the right accounting structure, migrate relevant financial data, and verify opening balances and key accounts so your books are ready for accurate ongoing bookkeeping.

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What We Handle

Expert configuration tailored to your business needs.

QuickBooks Online Setup

  • Company and financial settings
  • Chart of Accounts setup and customization
  • Customer, vendor, product/service list setup
  • Bank and credit card account connections
  • Invoice, bill, payment, and reporting settings

Xero Setup

  • Organisation and financial settings
  • Chart of Accounts setup and customization
  • Customer, supplier, and product/service setup
  • Bank account connections & reconciliation setup
  • Invoice, bill, tax, and reporting settings

Setup & Migration Issues We Fix

We identify and resolve the common problems that occur during transitions.

Incomplete or poorly structured Chart of Accounts

Incorrect or missing opening balances

Unreconciled bank balances before migration

Duplicate customers, vendors, or transactions

Unpaid invoices not properly carried forward

Incorrect account mapping during conversion

Missing or inconsistent historical data

Bank feeds not properly configured

Post-migration balance discrepancies

Our Setup & Migration Process

A proven 6-step framework for a seamless transition.

01

Assess

Review the current system, requirements, and migration scope.

02

Prepare

Clean source data, review reconciliations, and prep the new file.

03

Set Up

Configure QBO or Xero settings, Chart of Accounts, and connections.

04

Migrate

Transfer financial data, map lists, and set opening balances.

05

Verify

Compare records, reconcile key accounts, and fix discrepancies.

06

Handover

Provide a structured file ready for ongoing bookkeeping.

Common Challenges We Handle

Complex transitions managed by experts.

  • Moving from QuickBooks Desktop to QuickBooks Online
  • Moving from another accounting software to QBO or Xero
  • Converting from QuickBooks to Xero
  • Starting a new file with existing historical balances
  • Rebuilding a poorly configured accounting structure
  • Migrating businesses with complex customer/vendor lists
  • Carrying forward outstanding A/R and A/P
  • Resolving source record vs. migrated balance differences
"We don't simply transfer data, we review the accounting structure and verify that the new file starts with reliable balances."

Before → After

See the difference a professional setup makes.

Before

  • Accounting file is not properly configured
  • Chart of Accounts is inconsistent
  • Historical data is difficult to transfer
  • Opening balances may not be reliable
  • Bank accounts are not properly connected
  • Unsure if the new file is ready

After

  • Accounting system is properly configured
  • Chart of Accounts is organized
  • Financial data is migrated and mapped
  • Opening balances are reviewed and verified
  • Bank and credit cards are connected
  • Books are ready for ongoing bookkeeping

Migration & Bookkeeping Ready

After our setup and migration service, you'll have a structured accounting system with properly configured accounts, organized data, and verified opening balances—giving you a reliable foundation.

  • Properly configured QBO or Xero file
  • Organized Chart of Accounts
  • Migrated customers and vendors
  • Reviewed opening balances
  • Reconciled key accounts

Start Your New Accounting System With Confidence

Let Accounting Touch set up or migrate your QuickBooks Online or Xero file, so your business can move forward with an organized and reliable accounting system.

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