Our Services

Xero Setup & Conversion Services

Expert Xero setup, migration, training, and ongoing support — getting the most out of Australia’s leading cloud accounting platform.

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Xero Setup

Melbourne Xero Specialists Supporting Your Business Growth

CBD Bookkeepers provides professional Xero setup, migration, and support services for Melbourne businesses, helping you get the most from your cloud accounting software from the very beginning.

Xero is one of Australia’s most widely used cloud accounting platforms, giving business owners greater visibility over their finances through automated bank feeds, payroll integration, real-time reporting, and secure online access. However, achieving the full benefits of Xero starts with the right setup, accurate configuration, and ongoing support from experienced bookkeeping professionals.

At CBD Bookkeepers, we help businesses implement, configure, and optimise Xero to suit their operational and reporting requirements. Whether you’re setting up a new Xero account, moving from MYOB, QuickBooks, or another accounting system, our team ensures a smooth transition with minimal disruption to your business. We focus on accuracy, efficiency, and long-term usability so you can manage your finances with greater confidence and control.

Our Xero Services Include

New Xero Setup

Complete Xero configuration including chart of accounts, bank feeds, invoicing templates, and tax settings.

Data Migration

Accurate migration of your historical data from MYOB, QuickBooks, Reckon, or other platforms.

Bank Feed Setup

Direct bank feed connections for all your accounts, ensuring transactions flow automatically into Xero.

Xero Payroll Setup

Full configuration of Xero Payroll including employee records, pay calendars, and leave policies.

App Integration

Setup and connection of third-party apps (inventory, invoicing, CRM, POS) to your Xero account.

Xero Training

Personalised training for you and your team covering the Xero features relevant to your business.

Ongoing Xero Support

Continued technical support, troubleshooting, and advice as your business and Xero evolves.

Xero Health Checks

Review of existing Xero files to identify and fix any coding errors, duplicate records, or configuration issues.

Key Benefits

Book a Free Consultation Today

Speak with one of our expert bookkeepers and find out how we can simplify your financial management.

Frequently Asked Questions

Everything you need to know about our services.

What is Xero and why should my business use it?

Xero is Australia’s leading cloud-based accounting platform. It gives you real-time visibility of your finances, automates bank feeds, simplifies invoicing, and connects seamlessly with hundreds of business apps. For most small to medium Australian businesses, Xero is the best accounting solution available.

How long does a Xero setup take?

A basic Xero setup for a new business typically takes 1–3 business days. Migrations from another platform (such as MYOB or QuickBooks) can take longer depending on the volume of historical data and the complexity of your existing setup — typically 1–2 weeks.

Can you migrate my data from MYOB or QuickBooks?

Yes. We have extensive experience migrating businesses from MYOB, QuickBooks, Reckon, and other accounting platforms to Xero. We ensure all historical data is transferred accurately and the new Xero file is correctly configured before you go live.

Do you provide Xero training for my team?

features and workflows relevant to your business. Training sessions can be conducted in person at our Melbourne CBD office or remotely via video call.

What if I have issues with Xero after setup?

Our Xero support doesn’t end at setup. We provide ongoing troubleshooting and technical support as part of our bookkeeping service, and our team is always available to assist with any Xero queries or issues that arise.