Moving to a New Bookkeeping System

Simplify Your Accounting

Cloud-Based Solutions like MYOB, Xero and QuickBooks

If you’re considering switching to a new bookkeeping system in Bendigo, you might be wondering, “When is the best time to make the change?” While there isn’t a one-size-fits-all answer, the optimal time to switch is typically at the end of the financial year (usually 30 June). However, it’s also entirely possible to transition at the end of any month or quarter, depending on what suits your business.

Why Move to a New Bookkeeping System?

The primary reason businesses switch to a new bookkeeping system is to take advantage of the numerous benefits offered by cloud-based systems like Xero, MYOB Essentials, and QuickBooks Online. These systems allow you to access your accounts anywhere, streamline your accounting processes, and collaborate seamlessly with your accountant or bookkeeper.

How Bendigo Bookkeeping Makes Your Transition Easy

With over 20 years of experience in business and accounting, Maurie from Bendigo Bookkeeping has the expertise to help you make a smooth transition from one system to another. Whether you’re moving to Xero, MYOB Essentials, or QuickBooks Online, we’ve got you covered every step of the way.

At Bendigo Bookkeeping, we follow a structured process to ensure a seamless move, including the following setup services:

  • Organisation Settings
  • Tracking
  • Conversion / Opening Balances
  • Balance Sheet Template
  • Chart of Accounts
  • Financial Settings
  • User Setup
  • Invoice Settings & Templates
  • Payroll Settings & Payruns
  • Profit & Loss

The transition can be significantly faster if you have CSV files for key data such as:

  • Contacts ie Creditors/Debtors
  • Chart of Accounts
  • Employee Payroll Information
  • Inventory
  • Bank Transactions

We also apply these principles to set up MYOB AccountRight, AccountEdge (Mac), or QuickBooks. No matter your preferred system, Bendigo Bookkeeping ensures a smooth transition with minimal disruption to your business.

Contact Bendigo Bookkeeping Today

If you’re ready to make the switch to a new bookkeeping system or want advice on the best solution for your business, contact Maurie at Bendigo Bookkeeping on 0418 573 667 or email maurie@bendigobookkeeping.com.au. We’re here to help you streamline your financial management with ease.