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Software set-up and training

Help to start using Xero, MYOB Business or QuickBooks Online. We help you get access, connect the bank feeds your bank supports and learn the bookkeeping tasks you'll do from day to day.

Get a set-up and training quote
Software
Xero, MYOB or QuickBooks Online
Covers
Access, bank feeds and training
Who we train
You or your staff

What's included

This service is limited to getting access to the software, connecting supported bank feeds and training. It covers nothing beyond those three.

  • Help getting access to Xero, MYOB Business or QuickBooks Online
  • Bank feeds connected for each account your bank supports
  • Training on entering supplier bills
  • Training on creating and sending customer invoices
  • Training on matching bank transactions as they come through
  • Training on attaching receipts to the right transactions
  • Training on finding and running your reports
  • Training for the owner, or for the staff who'll do the work

Not included

Your chart of accounts and how your file is set up are for your accountant to decide. This service doesn't set up or change them.

How set-up and training works

Three steps, from first login to a team that can handle the everyday tasks.

  1. 01

    Agree

    We agree which software you're using, which bank accounts need feeds and who needs training.

  2. 02

    Connect

    We help you get access to the software and guide you through authorising supported bank feeds, using the approval method your bank requires.

  3. 03

    Train

    We train you or your staff on bills, invoices, bank matching, receipts and reports, in your own file.

Set-up and training questions

Which software can you help us start using?
Xero, MYOB Business and QuickBooks Online. Our help is the same for all three: getting access to the software, connecting supported bank feeds and training.
Is training one-on-one, or can our staff join in?
Either works. We can train you on your own, or the staff who'll enter bills and invoices, so each person learns the tasks they'll do.
What do I need to have ready?
An email address for the software account, and authority to approve data sharing for the bank accounts you want to connect. Depending on your bank, you may need online banking access or a signed authorisation form.
What happens to our existing records?
We start from the date you choose. If earlier months need entering, catch-up bookkeeping can fill them in.
Will you set up our chart of accounts?
No. Your accountant decides how the chart of accounts is set up. We train you to work with the file as your accountant has set it up.
Can you keep doing the bookkeeping after we're trained?
Yes. If you'd rather hand the work over, we can look after it each month as small business bookkeeping.

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