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S2. Migration to Intuit QuickBooks Online or Xero

Scope of Work

Migration of your business across to Intuit QuickBooks Online or Xero from MYOB or Reckon Accounts:

  • Converting accounting data from legacy system to best-practice cloud solution.
  • We will enter in opening balances.
  • We will import your contacts.
  • We will create and configure a custom chart of accounts.
  • We will set up fixed assets register.
  • We will set up tracking categories.
  • We will setup data feeds (up to 3) for your entity’s bank. loan and credit card accounts and create automated bank rules for easy reconciliation of your transactions.
  • We will customise dashboard.
  • We will create a branded invoice template.
  • We will set up payroll – up to 5 employees.
  • We will issue logins for your team.
  • We will convert your data from your existing accounting system to bring in your historical balances, contacts, payroll, sales and payable invoices.
  • Monthly or full comparatives can be entered for a fixed monthly fee to ensure you have trending data as you move forward.
  • Training and advice can be provided on request.

What information is converted as part of the process?

As each software solution differs there are some limits on what can be brought across, however in most cases what is converted forms the bulk of your transactions. Below is a summary of the information that comes across during the conversion process.

  • Up to 2 years of data (current financial year and financial year prior to this). More than 2 years of data can be brought across for a fixed fee.
  • Customer contact information
  • Supplier contact information
  • Chart of accounts
  • Account balances
  • Supplier balances
  • Transaction history
  • Employee information

What information doesn’t convert?

There will be some information that will not come across such as departments, budgets, memorised (recurring) transactions, sales orders, as well as invoicing and other templates and the conversion process will not allow for the conversion of negative stock.


Z1. Review and Identification of Leave Entitlements Issues


B1. Bookkeeping - Entry Pack (Xero)
B2. Bookkeeping - Starter Pack (Xero)
B3. Bookkeeping - Growth Pack (Xero)
B4. Bookkeeping - Established Pack (Xero)
B5. Bookkeeping - Entry Pack (Intuit QuickBooks Online)
B6. Bookkeeping - Starter Pack (Intuit QuickBooks Online)
B7. Bookkeeping - Growth Pack (Intuit QuickBooks Online)
B8. Bookkeeping - Established Pack (Intuit QuickBooks Online)


SM1. ServiceM8 - Entry Pack
SM2. ServiceM8 - Starter Pack
SM3. ServiceM8 - Growth Pack
SM4. ServiceM8 - Established Pack
SM5. ServiceM8 - Dispatcher Training (Basics)
SM6. ServiceM8 - Dispatcher Training (Advanced)
SM7. ServiceM8 - Accounts Training
SM8. ServiceM8 - Field Worker Training
SM9. ServiceM8 - Initial Consultation
SM10. ServiceM8 - Settings for Productivity
SM11. ServiceM8 - Form Customisation
SM12. ServiceM8 - Template Customisation


TS1. Technical Support Package - 15 mins
TS2. Technical Support Package - One Hour (60 mins)
TS3. Technical Support Package - Two Hours (120 mins)
TS4. Technical Support Package - Three Hours (180 mins)
TS5. Technical Support Package - Four Hours (240 mins)


S1. Intuit QuickBooks Online or Xero Accounting Software Setup
S3. Intuit QuickBooks or Xero Review
S4. Payroll Setup - Intuit QuickBooks Online or Xero
S5. Hubdoc or Receipt Bank Setup


SS1. Software Subscription - Intuit QBO (Simple Start)
SS2. Software Subscription - Intuit QBO (Essentials)
SS3. Software Subscription - Intuit QBO (Plus)
SS4. Software Subscription - ServiceM8 (Starter)
SS5. Software Subscription - ServiceM8 (Growing)
SS6. Software Subscription - ServiceM8 (Premium)
SS7. Software Subscription - ServiceM8 (Premium Plus)
SS8. Software Subscription - ezyCollect
SS9. Software Subscription - Hubdoc
S2. Migration to Intuit QuickBooks Online or Xero
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All prices are exclusive of GST

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