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MYOB to Xero Migration
Move from MYOB to Xero with confidence
Planning to move your accounting from MYOB to Xero? Our MYOB to Xero migration service helps you transfer the accounting information you need while setting up Xero around the way your business actually works. From your chart of accounts and contacts to invoices, bills, bank information and historical transactions, we plan your migration carefully and check the important accounting positions after the move.
Xero Gold Champion Partner
Xero Migration Specialists
AAT Licensed Accountant
Accounting Migration
Mapped around your source records
History Options
Choose the level of history you need
Xero Setup
Configuration matched to your scope
Migration Validation
Key positions checked before handover
Trusted by Businesses Worldwide
A practical move from MYOB to Xero
Changing software should not mean losing control of your accounts
Moving accounting systems involves more than exporting a spreadsheet and importing it somewhere else.
A successful MYOB to Xero conversion needs decisions about what should move, how much history you need, how balances should be carried across and how your new Xero organisation should be configured.
We review your MYOB setup first. Then we agree the migration scope before starting the transfer.
Your MYOB setup
We start by understanding what you already have
No two MYOB files are exactly the same. Before we migrate MYOB to Xero, we review the areas that can affect the migration.
Accounting Structure
Your chart of accounts, reporting structure and current accounting setup.
Customers & Suppliers
Contacts and relevant outstanding customer and supplier positions.
Sales & Purchases
Invoices, bills, credits and other agreed transaction history.
Bank Accounts
Bank and credit card accounts that need to be represented in Xero.
Tax Setup
Relevant tax codes, balances and accounting treatment.
Historical Records
The accounting periods and transaction history you want available after migration.
Migration scope
What can move from MYOB to Xero?
Your MYOB data migration can be scoped around the accounting information your business genuinely needs.
- Chart of accounts
- Suppliers
- Purchase bills
- Payments
- Account balances
- Historical transactions
- Customers
- Sales invoices
- Credit notes
- Bank transactions
- Tax information
- Tracking or reporting structures
Before → After
From your MYOB file to a working Xero organisation
Before: MYOB
- Existing accounting history
- Current balances
- Customer records
- Supplier records
- Transactions
- Reporting structure
- Existing account codes
After: Xero
- Configured organisation
- Mapped chart of accounts
- Imported agreed history
- Customer and supplier records
- Opening or historical balances
- Bank account structure
- Ready-for-use accounting environment
The aim of the MYOB to Xero data migration is not simply to copy information. It is to create a Xero organisation that reflects the agreed accounting position of your business.
Choose your history
How much MYOB data should you bring across?
01
Opening Position
Move the balances needed to start using Xero from an agreed conversion date.
Best suited to: Businesses that mainly need a clean starting point in Xero.
02
Comparative History
Bring across selected previous accounting periods so you can retain useful comparison information.
Best suited to: Businesses that want prior-period reporting available in Xero.
03
Detailed History
Transfer a broader range of agreed historical transactions from MYOB.
Best suited to: Businesses that want more accounting history available inside Xero.
We discuss these options before starting your MYOB accounting software migration.
Foreign currency accounting
Migrating a multicurrency MYOB file?
Businesses working with different currencies often need more planning before migration.
We review the relevant currency requirements in your MYOB data and identify what needs to be recreated or handled in Xero.
Foreign Currency Customers
Review customers that invoice or pay in currencies other than your base currency.
Foreign Currency Suppliers
Identify supplier transactions that use overseas currencies.
Currency Accounts
Review relevant bank and account structures.
Historical Transactions
Assess how agreed historical multicurrency information should be handled.
Multiple entities
Moving more than one company from MYOB?
A group migration needs a different approach from a single-company move.
Each legal entity may require its own Xero organisation, chart of accounts, reporting structure and migration scope.
This is particularly useful for:
- Groups of companies
- Businesses with several MYOB files
- Multiple legal entities
- Separate trading businesses
- Businesses moving entities in stages
Who we help
MYOB migration for different business structures
Your MYOB migration service should reflect how your organisation operates rather than forcing every business into the same template.
Limited Companies
Move relevant accounting records and outstanding positions into Xero.
Groups of Companies
Plan migrations across several entities and Xero organisations.
Multicurrency Businesses
Review foreign currency requirements before migration.
Professional Services
Retain useful accounting history and reporting structures.
Construction
Review cost centres, reporting requirements and accounting structure.
Retail
Consider transaction history, payment systems and integrations.
Ecommerce
Assess sales channels, payment gateways and accounting apps.
Not for Profit
Review accounting and reporting requirements before setting up Xero.
Our migration process
A clear route from MYOB to Xero
Each stage has a clear purpose, so your team knows what is being reviewed, migrated and validated before Xero becomes the working system.
Discovery
We discuss your MYOB setup, goals and preferred Xero start date.
Scope
We agree the information, periods and organisations included.
Preparation
Your source information and Xero organisation are prepared.
Migration
We carry out the agreed MYOB to Xero conversion
Validation
Important balances and accounting positions are checked.
Handover
We review the migrated organisation and next steps.
Other ways we can help
Related Xero services
Migration Correction
Review problems left behind by an earlier accounting software migration.
Xero Training
Help your team understand the Xero features they will use day to day.
Xero Payroll Setup
Configure relevant payroll settings and employee information.
Xero Basic Setup
Configure a new Xero organisation around your accounting requirements.
Is Xero right for your next stage?
Reasons businesses choose to move from MYOB to Xero
Businesses may consider Xero when they want easier access to cloud accounting tools and integrations.
- Online invoicing
- Bank feeds
- Payment integrations
- Bills management
- Payroll
- Cloud access
- Multiple users
- Connected business apps
EXPLORE MORE XERO MIGRATIONS
More Platforms We Migrate to Xero
We migrate businesses to Xero from a wide range of accounting platforms, with careful data mapping, reconciliation and support throughout the move.
Frequently Asked Questions
MYOB to Xero Migration FAQs
Yes. The migration can include agreed accounting information such as your chart of accounts, contacts, transactions and balances, depending on your source data and migration scope.
Historical information can form part of the migration. The amount of history should be agreed before the project starts.
Yes. Multiple businesses can be planned individually, with separate Xero organisations where appropriate.
Multicurrency migrations require additional review. We assess the relevant currencies, transactions and accounts during the planning stage.
That depends on the scope of your migration and your record-retention requirements. Your existing MYOB system may remain useful as a historical reference.
Relevant balances and accounting positions can be compared against agreed MYOB source information as part of the migration validation.
Yes. Xero training and additional setup support can be included separately where required.
Provide information about your MYOB system, the amount of historical data required, transaction volumes and any special requirements. We can then define the migration scope and quotation.
Ready to leave MYOB behind?
Start your MYOB to Xero Migration with a clear plan
Tell us what you currently use, how much accounting history you want to retain and how your business operates. We will help you define the right MYOB to Xero migration approach before the transfer begins.