Melbourne CBD  ·  West Melbourne  ·  Fitzroy  ·  Southbank  ·  Docklands  ·  0421 132 796
Service — Xero Setup & Training

Xero Setup, Cleanup & Migration for Melbourne Small Businesses

Xero Certified Advisor. Whether you're starting fresh, fixing a broken file, or migrating from MYOB — we get Xero working properly so your numbers are actually right.

XeroCertified Advisor
MYOBMigration
IndustryChart of Accounts
OngoingMaintenance

Why Most Melbourne Xero Files Are a Mess

Most Melbourne businesses set up Xero themselves or had it configured by someone who "knew a bit about it." The result is the same: a chart of accounts that doesn't reflect the business, bank feeds months behind, GST codes applied incorrectly, and a P&L that means nothing.

A correctly configured Xero file changes everything. Your numbers are accurate, your BAS is clean, and your accountant doesn't spend hours fixing problems at year end.

Already using Xero but not sure it's set up right? We offer a Xero health check — a review of your existing file to identify errors, miscategorisations, and setup issues. Most Melbourne Xero files have at least one significant problem.

What Our Xero Setup Includes

  • Chart of accounts configuration — built for your specific industry (trades, allied health, consulting)
  • Bank feed connection — all accounts and credit cards connected and reconciling
  • GST setup — correct tax codes applied to all accounts from day one
  • Invoicing templates — branded, professional, with correct GST treatment
  • Payroll configuration — STP Phase 2 compliant setup if you have employees
  • Bank rules — recurring transactions coded automatically
  • Software integrations — job management tools, practice management software, or e-commerce platforms
  • Opening balances — historical data correctly entered so reports are meaningful
  • Training walkthrough — 30-minute session so you know how to use it

Migrating from MYOB or QuickBooks to Xero

MYOB is common across Melbourne, particularly in older trades and professional services businesses. If you want to move to Xero — or your accountant has recommended it — True Tally handles the migration from start to finish.

What we migrate

  • Chart of accounts
  • Contacts (customers & suppliers)
  • Opening balances
  • Transaction history (where applicable)
  • Payroll employee records

What you get

  • A clean Xero file from day one
  • No data loss
  • Continuity of reporting history
  • Bank feeds connected immediately
  • Full training on how to use Xero

Frequently Asked Questions — Xero Setup Melbourne

How much does Xero cost for a Melbourne small business?

Starter $35/month (limited transactions), Standard $70/month (unlimited invoices, bills, and payroll), Premium $115/month (multi-currency). Most active Melbourne businesses need Standard.

How long does Xero setup take?

Basic setup takes 2–4 hours. A complete setup for a trades or allied health business with payroll, software integrations, and opening balances takes 4–8 hours.

Can I migrate from MYOB to Xero?

Yes. True Tally migrates from MYOB AccountRight, MYOB Essentials, and QuickBooks Online to Xero for Melbourne businesses. Migration typically takes 1–2 weeks.

What is a Xero Certified Advisor?

A bookkeeper or accountant who has completed Xero's official certification and demonstrated proficiency in setting up and managing Xero. True Tally Bookkeeping is a Xero Certified Advisor.

Let's Get Your Xero Working Properly

Book a free 20-minute call. We'll assess your current Xero setup and tell you exactly what needs to happen.

Book My Free Call

Call 0421 132 796  ·  info@truetally.com.au