Xero Conversion

Xero conversion is the process of migrating your business from another accounting platform - typically MYOB, QuickBooks, or Reckon - into Xero. It covers your chart of accounts, opening balances, contacts, and historical data so you pick up where you left off.

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Move from your existing accounting system with your team supported

Any system to Xero

We've completed hundreds of conversions from MYOB, Quickbooks, Reckon, Sage, AccPac and many others to help businesses convert to Xero

Minimal disruption

Trust us to get it done right, and have you up and running with minimal disruption to your business

Training for your team

Your team gets hands-on Xero training as part of the conversion so they're confident from the first day on the new system

Best for

Growing Businesses Companies

Clear responsibilities

What we do, what you do

We will -

review your existing accounts
collate your business information
crosscheck it against the ABR & Australian Taxation Office (ATO)
set up Xero
bring in any conversion balances
bring in any invoices or expenses
set up your bank accounts
customise your invoice
activate the feeds and import missing transactions
provide you with training on Xero
advise on best practice and improvements
work with your accountant

Getting started

How our Xero Conversion works

Discovery and conversion plan

explore your business, your goals, and review your existing accounting software
clarify how much historical data you want to import into Xero
recommend the best way to set up Xero - a fresh Xero setup or a conversion to Xero
let you know what information we will need to get started, and set a clear timeframe

Xero conversion done by certified advisors

use the information you provide to set up Xero
activate bank feeds, import transactions, customise your chart of accounts, and setup employees for payroll if needed
invite you into Xero so you can start using it

One on one training session

run a training session with you, based on what you need to learn to use Xero successfully
provide you with a recording of the session, and followup notes
do the training in person, or over Zoom

Provide ongoing Xero support

get in touch if you have questions around Xero
we can answer you on the spot, offer a followup Xero training session, or help you actions things in your accounts

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Why Digit

Why choose Digit for Xero conversion?

Switching accounting platforms is nerve-wracking. You've got years of data in MYOB or QuickBooks and the idea of something going wrong in the move keeps you putting it off. We've migrated hundreds of businesses to Xero. We know where data gets lost, where balances go wrong, and how to avoid downtime during the switch. Your team keeps working while we handle the migration behind the scenes.

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Your historical data comes with you

We migrate your chart of accounts, contacts, opening balances, and outstanding invoices so you're not starting from scratch. Conversion balances are reconciled back to your old system to make sure nothing is missing

Zero downtime for your team

We run both systems in parallel during the switch. Your team keeps invoicing and processing payments - there's no gap in operations. We pick the cut-over date to align with the start of a new BAS period for the cleanest handover

ABR and ATO details verified

We crosscheck your business registration, GST status, and PAYG details against the ABR and ATO before configuring Xero. Catches issues that would otherwise surface at BAS time

Xero training for your team

We train your team on Xero using your actual accounts - not a demo file. They'll know how to do their day-to-day tasks before we step back. Moving platforms is only successful if your people are comfortable using it

Payroll and STP migrated too

If you've got employees, we move your payroll setup, employee records, and leave balances into Xero and connect Single Touch Payroll. One project, one team - you don't need to coordinate with a separate payroll provider

Xero Platinum Partners with migration experience

We work exclusively in Xero and have converted businesses from MYOB, QuickBooks, Reckon, and manual spreadsheets. We know where each platform's data maps to Xero - and where it doesn't

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Your Xero Conversion team

Jen Bacquiano

Quality Assurance

Michelle Nivera

Group Accountant

Gaycel Cajayon

Team Leader

+ 3 more

Frequently asked questions

Common questions about Xero Conversion

How do I import data into Xero?

The best method depends on your source system. For MYOB, Xero's built-in conversion tool imports contacts, invoices, bills, and chart of accounts directly. For QuickBooks, Reckon, Sage, and other platforms, you export data as CSV files and import through Xero's templates for contacts, invoices, bills, and bank transactions. For complex migrations with full transaction history, Xero's API automates the import. In all cases, you set a conversion date, import opening balances as at that date, and reconcile to confirm accuracy. We recommend working with a Xero certified advisor to manage the conversion and avoid common errors like duplicate transactions or mismatched balances

Do I still need my old accounting data after I move to Xero?

If your financial reporting is all up to date, then there may not be any need for you to access your old accounting data after conversion. In which case you may be able to close the account. As a best practice recommendation, wait for a few months after converting to Xero to close out your old accounting platform, and if possible, find out if there is a way to spin it back up again should you ever need it!

Will Xero work for my business?

Before doing any conversion, we review your existing accounting software to understand how you use it, and whether there is any work to do first to clean up the accounts ready to convert. During this step we also let you know if Xero can do what you need. This is especially important for large businesses with high transaction volume or complex processes. We can show you what you can do in Xero, and what workflows or reports might need to be done using another app or outside of Xero.

What accounting software can you convert to Xero?

We convert businesses to Xero from virtually any accounting platform: MYOB, QuickBooks, Reckon, Sage, AccPac, Agrimaster, Saasu, Wave, Cashflow Manager, and Excel-based accounting. The source software affects how we extract and transform the data, but not whether we can do the conversion. If your current system produces reports or data exports, we can work with it. MYOB to Xero is the most common conversion we handle and has the most streamlined migration path

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