What is Accounting Software Setup services?
At Elite Plus Accounting, we specialise in accounting software setup and data migration for startups, growing businesses, and accounting firms. We don’t just install software — we configure it correctly for your business from the start.
Our CPA-led team handles everything: cleaning and converting historical data, mapping your chart of accounts, connecting bank feeds, and customising invoice templates — all with a smooth, step-by-step process and zero data loss.
Whether you’re switching from MYOB to Xero, Excel to QuickBooks, or any other combination, we’ll make sure your system is ready to go without disruption.
Move From Any Software To
We work with all major cloud-based and desktop accounting systems — whether you’re migrating from Excel, moving to the cloud, or switching between platforms.
Below are the platforms we support for setup and full data migration:
offerings
What’s Included in Our Setup & Migration Service
We don’t just move your data — we make sure your entire accounting system is set up cleanly, correctly, and ready for use.
Here’s what’s included when you choose Elite Plus for your software setup:
Chart of Accounts Setup
We create or restructure your chart of accounts to match your business structure and reporting needs — aligned with ATO and BAS compliance.
Full Data Migration
We transfer historical transactions, contacts, invoices, payments, bank data, and other key records from your old system — accurately and securely.
Bank Feed Connection
We connect your bank accounts and ensure they sync properly with your accounting platform, ready for live reconciliation.
Custom Invoice & Quote Templates
We design your invoice, quote, and purchase order templates to match your brand, GST layout, and legal requirements.
Tax & BAS Configuration
We configure GST, PAYG, and BAS settings according to your business structure to ensure correct lodgement and reporting.
Opening Balances & Historical Entries
We input your opening balances and transfer up to 5 years of historical data so you can maintain reporting continuity.
Add-On Integration (Optional)
We set up integrations with apps like Dext, Hubdoc, ApprovalMax, Stripe, and PayPal for a more efficient workflow.
Post-Setup Review & Final Testing
We test the entire setup for accuracy — including reconciliations, tax mapping, and system functionality — before handover.
Our Setup & Migration Process
Discovery & Scope
We review your current system, discuss your needs, and provide a fixed quote.
System Setup & Configurationn
We configure your new sftware: chart of accounts, GST, invoice templates, bank feeds, and more. *Limitations apply
Full Data Migration
We migrate your historical data, with validation checks along way
Review & Testing
We make sure balances, reconciliations, and reporti'ng are accurate
Go Live
We hand over the live system to you once everything is verified
Packages
Choose the Service That Fits Your Needs
Whether you’re setting up a new file or migrating from another system, our fixed-fee options give you clarity, control, and expert support — with no hidden costs or messy transitions.
SOFTWARE SETUP
(New Businesses or First-Time Users)
$199 / (One-Time Fee)
What's Included:
- Chart of accounts setup
- GST, PAYG & BAS configuration
- Bank feed connection
- Invoice and quote template customization
- Basic opening balances
- Optional add-on integration (e.g. Stripe, Dext Hubdoc)
- Post-setup review and email support
- Ideal for: Sole traders, startups and small businesses
SOFTWARE MIGRATION
(From One Platform to Another)
$549 / (One-Time Fee)
What's Included
- Full chart of accounts mapping
- Historical data migration
- Contact, invoice, payment & balance import
- GST & compliance review
- Setup of new file in Xero, MYOB, or QuickBooks
- Limitations explained upfront
- Final system testing & handover
- Ideal for: Businesses switching from MYOB, QuickBooks, Excel, or Reckon
Our Other Services
Bookkeeping
Keep your finances organised with accurate, CPA-backed bookkeeping. We handle daily transactions, reconciliations, and reports so you know exactly where your money’s going.
Payroll
Pay your team on time, every time. We manage payroll processing, tax and super compliance, payslips, and STP — so you can stay focused on your business.
Business Setup
Starting a business? We’ll help you register your ABN or company, and get you compliant fast. Easy, expert guidance from day one.
Elite Plus Accounting offers a 30-Day Money-Back Guarantee — Your Satisfaction Comes First.
We’re confident you’ll love working with us — but if you’re not satisfied within 30 days, we’ll make it right or refund you. 100% risk-free.
Questions
Frequently Asked Questions
What’s the difference between setup and migration?
Setup is for new businesses or users starting fresh. Migration is for businesses moving from one accounting system to another (e.g. MYOB to Xero), including data transfer.
How much does it cost?
Our software setup service starts from $199, while full data migration starts from $349. Final pricing depends on your source system, the complexity of your data, and any add-ons required.
Can you migrate my historical data?
Yes — in most cases we can migrate up to 5 years of financial history, including invoices, payments, balances, and contacts. We’ll confirm any limitations upfront.
What platforms do you support?
We support Xero, MYOB (Essentials & AccountRight), QuickBooks (Online & Desktop), Reckon, Excel, Zoho Books, and more.
Will I lose any data during the migration?
We follow a strict quality control process to ensure accuracy and minimise data loss. Some historical data limitations may apply, and we’ll let you know in advance.
Do you customise the chart of accounts?
Yes — we’ll review your current structure and either rebuild or refine your chart of accounts to suit your reporting needs and ATO compliance.
How long does the process take?
Most setups are completed within 2–5 business days. Complex migrations may take slightly longer, depending on data volume and add-on integrations.
Can you integrate add-ons like Dext or ApprovalMax?
Yes. We offer optional setup of apps like Dext, Hubdoc, ApprovalMax, Stripe, and PayPal to help streamline your workflow.
Do you offer support after setup?
Yes — we include email support post-setup to help with any questions or minor adjustments.
Can you migrate from a desktop software to the cloud?
Absolutely. We specialise in desktop-to-cloud transitions such as MYOB Desktop to Xero, or Reckon to QuickBooks Online.
Is there any training included?
We do not offer full training, but we ensure your setup is clear, clean, and ready to use. You’ll receive a well-structured file and ongoing support via email for post-setup queries.
Do I need to give you access to my old system?
Yes — secure, read-only access is required to extract and verify your data. All access is handled confidentially and in compliance with ATO data security standards.
get in touch
Connect with Our Experts
Our dedicated team of accountants and bookkeepers is here to guide you toward the best financial solutions. Reach out today and speak with one of our experienced professionals to get started on the right path.
Testimonials
“Elite Plus turned our chaos into clarity.”
“We were months behind on BAS, and our books were a mess. The Elite Plus team got everything back on track quickly and helped us understand our numbers for the first time. Now I actually feel in control of my business finances.”
Sarah L.
Owner, Wholesale Distribution Business
“Reliable, proactive, and Professional”
“I’ve worked with a few accountants over the years, but none have been as responsive and strategic as Elite Plus. They don’t just crunch numbers — they explain what matters and help us plan ahead. Highly recommended.”
James R.
Director, Construction Company
“Xero has never been this easy.”
“We booked a Xero training session with Elite Plus and were blown away. Everything was tailored to our business, and their trainer actually understood how we work. We’ve saved hours each week since.”
Priya D.
Admin Manager, Medical clinic
“They helped us grow without the stress.”
“As our plumbing business grew, so did the admin. Elite Plus came in, set up systems, automated payroll, and cleaned up our accounting. It’s allowed us to scale without the overwhelm.”
Adam C.
Co-Founder, Sydney Plumbing Group
“Professional, friendly, and always one step ahead.”
“Elite Plus feels like an extension of our team. They handle our books, reports, and compliance so we can focus on running the business. What impressed me most is their proactive advice — they always spot issues before we do.”
Leanne M.
GM, E-commerce Retailer
"Partnering with this team transformed our finances. Their clarity, structure, and ongoing support helped us make smarter decisions and grow faster than we imagined."
Sarah K.
Founder, Greenline Interiors
"Reliable, knowledgeable, and truly invested in our success. They streamlined our books and gave us the confidence to focus on scaling our business."
David R.
CEO, Westshore Logistics
