Whilst most of our clients use XERO – which truly is Beautiful Accounting Software, we offer conversions from MYOB to XERO or just a new set-up on XERO.

Once we’ve brought all your data across and set your company information – including logo for invoices if applicable, we set up bank feeds and bank rules and and then, with some training, you can enter your own data or we can handle that for you.

We not only offer one-on-one training, but are happy to provide a training workshop for your whole team – either at our premises, your premises or via Zoom.

Our training consists of:

  • How to manually import bank statements
  • Transfer/Eftpos/Cash Clearing Accounts (if required)
  • Entering sales and receiving payments
  • Explanation of what “purchases” and how to enter them
  • Accounting for “spend money” transactions
  • Accounting for “receive money” transactions
  • Overpayments/underpayments & credit notes
  • How to find and correct transactions
  • How to manage petty cash
  • How to reconcile your account from the dashboard
  • How to reconcile your account formally and publish a report
  • Reporting options and how to read your financial reports

PAYROLL TRAINING

Once your payroll has been setup correctly, we can show you how your staff can enter their own timesheets, and how to run the payroll and manage the payroll.

Please note: If you are registered for GST it is recommended that a qualified BAS Agent or your Accountant review and audit the data prior to a BAS being lodged.