1300 344 480
1300 344 480
1300 344 480

Xero Setup

Xero setup is the process of configuring a new Xero organisation for your business - chart of accounts, bank feeds, GST settings, invoice templates, and user permissions. Getting it right from the start avoids months of recoding later.

Get my free call today $850 fixed fee Training included

Get your business set up on Xero - properly, from the start

Jump right in

Our Xero setup service is designed for business owners who want to jump right in. We collect your business details, get you up and running on Xero, and then train you so you can get off to a flying start

Xero Platinum Partner

As a Xero Platinum Partner, we've successfully set up thousands of businesses on Xero. You could be next

Training included

Every setup includes personalised Xero training so you and your team know how to use it confidently from day one

Best for

Startups New Businesses

Clear responsibilities

What we do, what you do

We will -

  • collate your business information
  • crosscheck it against the ABR & Australian Taxation Office (ATO)
  • set up Xero
  • bring in any opening balances
  • 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

You will -

  • complete our business discovery
  • answer any questions we have as they come up
  • provide your logo
  • provide information on your employees

Getting started

How our Xero Setup works

Discovery and implementation plan

  1. explore your business, your goals, and your existing accounting setup
  2. recommend the best way to set up Xero - a fresh Xero setup or a Xero conversion
  3. let you know what information we will need to get started, and set a clear timeframe

Xero setup done by certified advisors

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

One on one training session

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

Provide ongoing Xero support

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

Why Digit

Why choose Digit for Xero setup?

Getting Xero set up properly from the start saves months of recoding later. We've configured Xero for hundreds of businesses - from sole traders to companies with complex reporting needs - and we know where the common traps are. As a Xero Platinum Partner, we have direct access to Xero's partner support team. If something unusual comes up during your setup, we can get answers fast.

Get in touch

Chart of accounts built for your business

We don't use a generic template. Your chart of accounts is structured around how your business actually operates - so your reports tell you something useful from day one. That includes GST settings, tracking categories, and contact groups set up correctly

ABN and ATO details cross-checked

We verify your business details against the Australian Business Register and ATO records before configuring Xero. Incorrect ABN or GST registration details cause issues with BAS lodgement and e-invoicing - we catch them early

Bank feeds connected and tested

We set up your bank feeds, import any missing transactions, and make sure everything is pulling through correctly before we hand it over. No gaps in your transaction history from the start

Xero training included

We walk you through your new Xero setup so you know how to raise invoices, reconcile transactions, and read your reports. Not a generic tutorial - training on your actual accounts, with your real data

Payroll and super set up if you need it

If you've got employees, we can configure payroll, set up Single Touch Payroll reporting, and connect Xero Auto Super. All done as part of the setup - you don't need a separate engagement

Fixed price - 0 for the full setup

You know exactly what you're paying before we start. The fee covers everything from configuration through to training. No hourly rates or scope creep. If we find something unexpected, we'll talk to you before any cost changes

Get started

Your Xero Setup team

Jen Bacquiano

Jen Bacquiano

Quality Assurance

 Michelle Nivera

Michelle Nivera

Group Accountant

 Gaycel Cajayon

Gaycel Cajayon

Team Leader

 + 3 more

Frequently asked questions

Common questions about Xero Setup

You can get started setting up Xero from their website, and with a trial account. We recommend working with a bookkeeping firm to set up your Xero account to make sure that it's right from the start. Common mistakes we see people make when setting up Xero include not having correct opening balances, gaps in the bank feeds, incorrect tax types, or the wrong chart of account for the type of business. As expert Xero advisors, we can help you get set up on Xero
You can, but common mistakes we see in self-setup accounts include gaps in bank feeds that create missing transactions, a chart of accounts that doesn't match the business, incorrect GST tax settings, and opening balances that don't reconcile to the prior accounting period. These errors compound over time and often cost more to fix later than the setup would have cost upfront. Since you only set up Xero once, we recommend working with a Xero certified advisor to get it right from the start
Yes. Every Xero setup includes a training session so you understand how to use the platform for your business. We walk you through the core workflows - reconciling bank transactions, sending invoices, paying bills, and running reports. The training session is also an opportunity to explore features you may not be aware of, like payment services to speed up cashflow, customising invoice templates, or setting up recurring transactions
The cost depends on complexity. A fresh Xero setup for a new business - chart of accounts, bank feeds, invoice templates, and training - costs the least. Migrating from another platform like MYOB or QuickBooks costs more because we import historical data, map accounts, and reconcile opening balances. The number of bank accounts, custom template requirements, and whether you need payroll setup also affect the price. We fixed-fee all Xero setups so you know the cost before we begin
To get Xero set up correctly you need to collect some information before you start. You need your organisation details including the registered business name, legal entity and ABN. You also need your GST registration details - whether you report on a cash or accrual basis, and how often you report. You need bank details for each business bank account and the current balance of each. Lastly you need the closing balances of all your accounts from the day before Xero is being set up - so if you are setting up as at 1 July, you need the state of your accounts as at 30 June to set the opening balances. When we set you up on Xero, we manage the process of collecting everything we need to make it as simple for you as possible
Xero offers several pricing plans for Australian businesses, ranging from a basic plan for sole traders through to premium plans that include multi-currency, larger payroll teams, and advanced reporting. Plan pricing and inclusions change regularly, so check Xero's website for the latest details. As a Xero Platinum Partner, we advise which plan suits your business and help you access partner pricing where available
We agree on a start date, then customise your chart of accounts with the right GST coding so it reflects how your business actually operates. We set up your bank accounts, import statements from the start date, switch on bank feeds, and close any gaps. Then we bring in outstanding bills or invoices, finalise the conversion balances, and customise your invoice templates. We can also set up payment services like Stripe or Pinch if you want to get paid faster. We wrap up with training so you're comfortable running Xero day to day

Insights

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