If your books live across spreadsheets, legacy software, and email, migrating to Xero can be transformative. Real-time bank feeds, clean reporting, and smoother ATO interactions via Online Services for Business and SBR-enabled software make compliance and decision-making easier. Here’s a proven, low-risk migration plan designed for growing SMEs.
1) Define the Migration Scope
Decide what to bring across: chart of accounts, open AP/AR, bank recs, payroll YTD, inventory, and fixed assets. Confirm a cutover date (month-end works best) and freeze parallel processing during go-live.
2) Clean Before You Convert
Archive obsolete contacts, normalise tax codes, and reconcile bank accounts. This prevents duplication and GST miscodes from following you into Xero.
3) Build the COA & Tax Mapping
Set up a clear chart of accounts and map GST tax codes correctly, especially if you supply GST-free or input-taxed services. Proper tax mapping makes BAS preparation faster and reduces revision risks.
4) Payroll & STP Readiness
Ensure employee records, TFNs, super funds, and YTD balances are accurate. With Single Touch Payroll (STP), payroll data is reported to the ATO every pay run through STP-enabled software (such as Xero with compliant STP connectors).
5) Test, Then Go Live
Pilot a month’s transactions in a sandbox or small live segment. After cutting over, lock historical periods and run a tight first-month close, bank recs, supplier statements, and GST reviews.
6) Leverage SBR & ATO Online Services
Using SBR-enabled software and Online Services for Business streamlines lodgements, secure mail, and payment plans, reducing rekeying and error risk.
Common Pitfalls
- Migrating messy data (duplicate contacts, wrong GST codes).
- STP not configured correctly.
- No month-end cadence post go-live.
- Having a go without sufficient insight or experience.
How Nimblebiz Helps
At Nimblebiz Solutions, we don’t just “move your data” — we deliver a structured migration that sets you up for long-term success. Our process includes:
- Scoping & Cleansing: We identify what matters, clean your data, and eliminate legacy errors before they hit Xero.
- Seamless Migration: From COA mapping to payroll setup, we ensure compliance with ATO and STP requirements.
- Post-Go-Live Support: We implement month-end checklists, BAS workflows, and ATO integrations so you stay compliant and confident.
- Customisation: Need specific workflows? We’ll align Xero with your practice management system for a frictionless experience.
Migrating to Xero is more than a software switch — it’s an opportunity to modernise your financial operations. With Nimblebiz, you get a partner who understands the complexities of business systems and delivers a migration that’s accurate, compliant, and future-ready.
Based in Adelaide, we support clients across Australia with expert-led Xero migrations.