MYOB to Xero Migration Perth
Ready to move your business from MYOB to Xero?
My Bookkeeper Perth can review your existing MYOB file, plan the conversion, establish the new Xero bookkeeping environment and check the opening financial information before Xero becomes your ongoing bookkeeping platform.
We do not provide ongoing MYOB bookkeeping. This service is specifically for businesses moving away from MYOB and establishing their bookkeeping in Xero.
MYOB to Xero Migration | Xero Bookkeeping | Registered BAS Agent Leadership | Perth-Based Support
Is It Time to Move Your Bookkeeping From MYOB to Xero?
A migration should start with a clear business decision about the system you intend to use going forward, not simply with an export of old data.
You Want Ongoing Xero Bookkeeping
You have decided that Xero is the better platform for your future bookkeeping and want the migration connected with an ongoing Xero workflow.
Your Current File Needs a Fresh Structure
Your existing chart of accounts, contacts, reconciliations or balances need review before the new bookkeeping system is established.
Your Business Workflow Has Changed
Your banking, payroll, reporting or connected applications have changed and the accounting setup needs to reflect the way the business now operates.
You Have Decided to Leave MYOB
You no longer want MYOB to be the primary accounting platform and need a planned cutover into Xero.
Before Migrating, Decide What Needs to Move
A MYOB to Xero migration is not necessarily an everything-from-the-old-system-into-the-new-system exercise.
The right scope depends on the historical information the business needs, the condition of the existing records and how the business will operate after the conversion.
These decisions should be made before the migration begins.
Questions to Confirm
- Which MYOB product is currently used?
- What is the proposed conversion date?
- Is the MYOB file reconciled?
- Does the business use payroll?
- Are there outstanding customer invoices or supplier bills?
- Does the business use inventory or fixed assets?
- How much historical information is required?
- Which bank accounts and credit cards are active?
- Which third-party applications are connected?
- Will we provide the ongoing Xero bookkeeping?
What Can Be Included in a MYOB to Xero Migration?
The exact inclusions are confirmed after the file review. A migration can include the following work where it is relevant to the agreed scope.
File Review & Migration Planning
Review the current MYOB file, identify important records and agree on a practical migration scope before conversion work begins.
Chart of Accounts
Review how income, expenses, assets, liabilities and equity should be structured in the new Xero file.
Conversion / Opening Balances
Establish the agreed opening financial position in Xero from the closing records used for the conversion.
Customer & Supplier Records
Bring across or establish the contact information required for the future Xero bookkeeping workflow.
Outstanding Invoices & Bills
Plan how unpaid customer invoices and supplier bills will be represented and managed after cutover.
Payroll Setup
Set up the agreed employee, pay-item, leave, superannuation and year-to-date information where payroll is included.
Bank Accounts & Feeds
Establish the business bank and credit-card accounts and plan the bank-feed and reconciliation workflow.
Validation & Handover
Compare the new Xero file with the agreed source records and confirm the ongoing workflow with the business.
Choose the MYOB to Xero Conversion Date Carefully
The conversion date establishes the point from which Xero becomes the primary accounting system.
It should be agreed before migration and aligned with the business’s reporting, payroll and reconciliation needs.
The closing balances immediately before the agreed date form the basis of the opening position established in Xero.
Factors That Can Affect the Date
- BAS and GST reporting cycle
- Payroll timing
- Month-end reporting
- Financial-year timing
- Condition of the MYOB file
- Completion of bank reconciliations
- Day-to-day trading requirements
Do Not Migrate Unresolved Bookkeeping Problems Without Reviewing Them
Moving to different software does not automatically correct old bookkeeping problems.
Before establishing the opening Xero position, the MYOB records should be reviewed so unexplained balances, unreconciled accounts and duplicated or incomplete transactions can be identified.
Accounts to Review
- Bank and credit-card accounts
- Accounts receivable
- Accounts payable
- Loans
- Inventory and fixed assets
- Owner or shareholder accounts
Liabilities and Exceptions
- Payroll balances
- PAYG withholding
- Superannuation
- GST
- Suspense and clearing accounts
- Duplicate or unexplained entries
- Trial balance integrity
If the current records need substantial correction first, see
Getting the Opening Balances Right Matters
Conversion balances create the starting financial position in Xero. If those balances are wrong, the new file begins with differences inherited from the old records.
The closing balances from the agreed source records should therefore be reviewed and used as the basis for the new opening position.
Opening balances should be supported by the agreed MYOB reports and other source records used for the conversion.
Balances May Include
- Bank accounts and credit cards
- Accounts receivable and accounts payable
- GST
- Payroll, PAYG withholding and superannuation
- Loans
- Inventory and fixed assets
- Owner or shareholder accounts
- Other balance-sheet accounts
Open Invoices and Bills Need a Clear Cutover Process
Outstanding customer invoices and unpaid supplier bills affect both the opening financial position and the way payments are matched after the move.
The migration plan should identify which items remain open at the conversion date, how they will appear in Xero and how payments received or made after cutover will be reconciled.
Customer Invoices
Confirm genuine unpaid invoices, credits, deposits and payments in transit so customer balances are not duplicated or omitted.
Supplier Bills
Confirm genuine unpaid bills, supplier credits and scheduled payments so accounts payable begins from a supportable position.
Cutover Controls
Agree where post-conversion transactions will be entered and prevent the same activity from being recorded in both systems.
Do You Need Your Full MYOB History Inside Xero?
Some businesses need an opening position and current outstanding items. Others need selected or extensive historical detail available in Xero. The correct approach depends on reporting needs, source-data quality and the conversion method.
Opening-Balance Migration
Xero begins from an agreed conversion date, with opening balances and the current items required for ongoing bookkeeping.
- Focused cutover
- Current opening position
- Open invoices and bills where agreed
- Historical MYOB records retained separately
Historical-Data Migration
Selected or more extensive prior-period data is included where the source records, business requirements and conversion method support it.
- Requires clearer data scope
- May need additional checking
- Can involve more time and cost
- May require specialist conversion support
There is no single migration approach that is always lower risk or better. The scope should match the business’s actual operational and reporting needs.
Moving Payroll From MYOB to Xero Requires Extra Checks
Where payroll is included, employee details, pay items, leave balances, superannuation and year-to-date information may need to be established in Xero.
When changing payroll systems during the financial year, year-to-date information and payroll-reporting identifiers may require review or transfer depending on the existing setup.
Payroll Review
- Employee records and employment details
- Pay items and pay frequencies
- Leave balances
- Superannuation setup
- Tax information
- Year-to-date payroll information
- Previous BMS ID and employee payroll IDs where relevant
- Single Touch Payroll setup
Plan the Migration Around Your BAS and GST Records
The conversion date can affect which system contains the transactions and balances used for a BAS period.
The migration plan should clearly establish where pre-conversion and post-conversion GST activity will be recorded, how GST balances will be carried forward and which reports support the next BAS.
My Bookkeeper Perth is led by a Registered BAS Agent and can connect the migration with ongoing Xero bookkeeping and BAS support.
Transition Checks
- GST registration and reporting basis
- Last completed BAS period
- GST control-account balance
- Unlodged periods
- Timing of outstanding invoices and bills
- Reports retained from MYOB
Set Up the Banking Workflow in Xero
Bank and credit-card accounts should be established with the correct opening position and a clear cutover point for reconciliation.
Bank feeds can support the future bookkeeping workflow, but feed availability and start dates depend on the financial institution and setup. Transactions already recorded through the conversion should not be duplicated when feeds begin.
Accounts
Confirm every active bank account, credit card, payment service and clearing account required in Xero.
Reconciliation
Complete or document the MYOB reconciliation position and confirm the first Xero reconciliation date.
Bank Feeds
Apply for supported feeds and review the first imported transactions against the conversion scope.
Some MYOB Files Need More Than a Basic Conversion
Inventory
Items, quantities, valuation methods and stock balances may require additional review and a conversion method suited to the MYOB product and Xero setup.
Fixed Assets
Asset registers, depreciation information and opening asset balances need a clearly agreed source and cutover treatment.
Connected Applications
Payment, point-of-sale, time-tracking, e-commerce and other applications may need to be reconnected or replaced after the move.
These items require separate confirmation during the file review. Depending on their complexity, the work may require information from your business, input from your accountant or assistance from an external conversion specialist.
Migration Is Not Finished Until the New Xero File Has Been Checked
A successful import message does not prove that the new accounting file is complete or correct. The Xero file should be compared with the agreed source records before it becomes the ongoing bookkeeping platform.
Financial Position
- Trial balance
- Bank and credit-card balances
- Accounts receivable
- Accounts payable
- GST
- Loans
- Inventory and fixed assets where included
Operational Setup
- Payroll, PAYG and super balances
- Chart of accounts
- Customer and supplier contacts
- Bank feeds
- User permissions
- First reconciliation in Xero
The migration should be reconciled, not merely imported.
Make Sure the Business Knows What Changes After the Switch
The move changes more than the accounting file. The people who create invoices, approve bills, process payroll, reconcile transactions or review reports need to understand which system is now authoritative and what the new workflow requires.
The exact handover and support included are confirmed in the agreed migration scope.
Handover May Cover
- Xero access and user permissions
- Invoice and bill workflow
- Bank reconciliation responsibilities
- Payroll timing and approvals
- Document collection
- Connected applications
- Who answers bookkeeping questions after cutover
Keep the Historical MYOB Records You Still Need
Moving to Xero does not remove the need to retain business records that support earlier transactions, reports and lodged obligations.
Before access or subscriptions change, agree how the business will retain the MYOB file, reports, transaction history, payroll records and supporting documents it may still need.
The appropriate retention method depends on the MYOB product, migration approach and the business’s legal and recordkeeping requirements.
Keep a documented archive and confirm access to historical information before the old workflow is discontinued.
What May Need Separate Scoping?
The initial review identifies work that falls outside a straightforward opening-balance conversion. These items should be agreed before they are undertaken.
- Substantial MYOB file cleanup
- Extensive historical transaction migration
- Complex inventory conversion
- Fixed-asset register reconstruction
- Multi-entity or consolidated structures
- Foreign-currency requirements
- Custom integrations or application replacement
- Complex payroll remediation
- Accountant or tax-agent adjustments
- External conversion-specialist work
How Our MYOB to Xero Migration Process Works
Initial File Review
We review the MYOB product, current records, reconciliations and the way the business intends to use Xero.
Agree on Migration Scope
We confirm the conversion date, data to be included, responsibilities, exclusions and any work requiring separate scoping.
Prepare the MYOB File
The agreed records and reports are prepared, with material differences or cleanup requirements identified before cutover.
Establish the Xero File
We configure the agreed Xero structure and establish the balances, records and workflows included in scope.
Validate the Migration
We compare the new Xero position with the agreed source records and review the operational setup.
Handover & Ongoing Xero Bookkeeping
We confirm the post-conversion workflow and can continue with the agreed ongoing Xero bookkeeping service.
How Long Does a MYOB to Xero Migration Take?
Timing depends on the MYOB product, condition of the file, volume of data, payroll, inventory, integrations, amount of history required and how quickly questions can be resolved.
The likely timeline is confirmed after the initial file review and scope discussion.
How Is the Migration Priced?
Pricing is confirmed after reviewing the MYOB file and agreeing the migration scope.
Any work outside the agreed scope, such as extra historical migration or substantial cleanup, is identified separately before it is undertaken.
Why Move From MYOB to Xero With My Bookkeeper Perth?
Migration Connected to Ongoing Bookkeeping
The migration is planned around the Xero workflow the business will use after cutover, not treated as an isolated data-transfer exercise.
Opening Balances Are Reviewed
The opening financial position is checked against the agreed source records before Xero becomes the ongoing file.
Payroll, BAS and Xero Can Remain Connected
Where included, payroll and BAS bookkeeping can remain part of the wider ongoing Xero workflow.
Perth-Based Support
Discuss the migration and future bookkeeping requirements with a Perth bookkeeping team led by a Registered BAS Agent.
Your Migration Is Led by Bookkeeping Experience
Justine Jarratt - Registered BAS Agent
Justine Jarratt leads My Bookkeeper Perth and brings more than 20 years of bookkeeping experience to the businesses the team supports.
A software migration needs to preserve a supportable financial position while establishing a workflow that works after cutover. The focus is therefore on the bookkeeping records and controls behind the move, not only on transferring data between systems.
Registered BAS Agent | 20+ Years’ Bookkeeping Experience | Xero Bookkeeping | Perth-Based
What Our Clients Say
Frequently Asked Questions About Moving From MYOB to Xero
Do you provide ongoing MYOB bookkeeping?
No. We do not provide ongoing bookkeeping in MYOB. This service is specifically for businesses moving from MYOB to Xero.
What information can be moved from MYOB to Xero?
The agreed migration may include the chart of accounts, opening balances, contacts, outstanding invoices and bills, payroll information and selected historical data. The exact scope depends on the MYOB product, data quality, business requirements and conversion method.
Do I need all of my MYOB history inside Xero?
Not necessarily. Some businesses need an opening position and current outstanding items, while others need selected or more extensive history. We confirm the appropriate scope before migration.
What is a conversion balance?
A conversion balance forms part of the opening financial position established in Xero from the agreed closing records used for the migration.
Can you migrate payroll from MYOB to Xero?
Payroll can be included where agreed. Employee details, pay items, leave, superannuation, year-to-date information and reporting identifiers may require additional review depending on the timing and current setup.
What happens if the MYOB file is not reconciled?
We identify the material differences and agree whether cleanup or accountant input is required before the opening Xero position is established. Substantial cleanup may need separate scoping.
How long does a MYOB to Xero migration take?
Timing depends on the product, condition of the file, data volume, payroll, inventory, integrations, history required and how quickly migration questions can be resolved. We confirm the likely timeline after file review.
How is the migration priced?
Pricing is confirmed after we review the MYOB file and agree on the migration scope. The price depends on the condition of the records, the amount of history required, payroll, inventory, integrations and whether cleanup work is needed before conversion.
What happens to the historical MYOB records?
The business should retain the MYOB file, reports and supporting records it still needs. The appropriate retention method depends on the MYOB product, migration approach and applicable recordkeeping requirements.
Can you continue the bookkeeping after the migration?
Yes. The service is designed to establish the new Xero workflow and can continue into ongoing Xero bookkeeping under an agreed service scope.
Ready to Move From MYOB to Xero?
Tell us which MYOB product you currently use, why you want to move and how you intend to use Xero after the conversion.
We can review the file requirements, discuss the conversion date and agree on a migration scope that supports your future Xero bookkeeping workflow.
Perth-based MYOB to Xero migration support connected with ongoing Xero bookkeeping.