Migration

MYOB Acumatica to Xero Migration
with every company reconciled before you switch.

Moving from MYOB Acumatica to Xero is a step down in size, and often a sensible one. We migrate MYOB Acumatica to Xero by reading each company’s ledger, loading it in the order Xero expects, and proving the balances agree before anything is switched off.

Send Enquiry Call 0425 531 127
  • AU-wide Perth-based · servicing Australia
  • 18+ yrs In custom software
  • Zero Downtime migrations
  • Fixed Price scopes, no surprises
  • 100% Australian team
Australian owned and operated

Built here. Your data stays here.

  • No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
  • Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
  • Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
Before → After

What moves from MYOB Acumatica to Xero

A MYOB Acumatica Xero conversion starts from a multi-company ledger with shared customers and suppliers, and ends with one clean Xero organisation per company. Here is the shape of that move.

Today
MYOB Acumatica

Where your data lives today, in MYOB Acumatica.

  • One or more companies in a single MYOB Acumatica system
  • Customers and suppliers held once, shared by every company
  • Journals created by payables, receivables, cash and projects
  • Open invoices, bills and payment matching
  • Payroll and year to date figures
  • Apps and reports that read from MYOB Acumatica
After migration
Xero

The same data, checked company by company, in Xero.

  • One Xero organisation per company, if that is what you choose
  • Contacts split the way you decided, duplicates merged
  • Each event loaded once, with nothing counted twice
  • Open invoices and bills that agree with the conversion balances
  • Xero Payroll set up with your pay calendar
  • Apps reconnected and key reports rebuilt

What actually comes across

Everything in MYOB Acumatica comes with you, not just the balances

Moving the balances is the easy part. The work is the history: the invoices still open, the codes that do not exist in Xero, the attachments nobody wants to lose, and the customer records that have drifted over years. All of it has to arrive reconciled, not approximately.

What has to move

  • MYOB Acumatica data
  • Customers and suppliers
  • Open invoices and bills
  • Transaction history
  • Chart of accounts
What we do

One verified conversion

Codes mapped to their Xero equivalents, records deduplicated on rules you approve, then both systems run side by side until the balances agree. Cutover happens on a window you choose.

Talk to us about your conversion

What you get

  • Opening balances that reconcile on day one, not after adjustment
  • History you can still search, not a PDF archive nobody opens
  • A Xero file your accountant will accept at year end
What We Migrate

What a MYOB Acumatica Xero migration involves

Most of the work is in reading MYOB Acumatica correctly. These four parts are where a move goes right or wrong.

We check what MYOB Acumatica will let us read before we quote

MYOB Acumatica, sold in Australia as MYOB Advanced, hands out data through its API, the data connection other software uses to read it. Whether that connection works depends on the licence your business holds, not on your login.

A limited licence logs in cleanly and then refuses every financial record. So we test each record type we need, one by one, before any price is written. If the connection is not available, we name the fallback route (reports run period by period) in the proposal.

Each company split out on its own records, not on the login

Picking a company when you log in to MYOB Acumatica does not filter what the API returns. Read that way, company B can hand you company A’s ledger. We separate every transaction by the company field on the record itself.

Customers and suppliers are held once and shared by every company. If you are moving into more than one Xero organisation, we agree with you which contacts go where before anything loads.

Historical data loaded once, not twice

Most journals in MYOB Acumatica were created by the payables, receivables or cash screens. Load those journals and the bills and invoices behind them, and every figure lands in Xero twice. We read which module made each journal and load each event once.

Project journals are the exception. Some have no bill or invoice behind them at all, so we load them as journals rather than drop them. Skip them and the trial balance still balances while the profit and loss by account is wrong.

Opening balances taken from the right period, then proven

The opening position for Xero is the first new period’s beginning balance in MYOB Acumatica, not the last old period’s ending balance. The ending balance comes before the year end close, so it does not net to zero.

Xero then wants things in its own order: the chart of accounts, then contacts and the invoices still open, then the conversion balances. We follow that order, and we check the result by reading Xero’s reports back, not by counting what was sent.

Capabilities catalogue

The MYOB Acumatica to Xero work we look after

What a MYOB Acumatica to Xero migration service covers with us, from the access check to the first month end in Xero. If your situation is not listed, ask.

Reading MYOB Acumatica

  • Licence and access check, record type by record type, before quoting
  • Record counts per company, checked against a figure you already know
  • Transactions split by the company on each record, not by the login
  • Journals sorted by the module that created them, so nothing loads twice
  • Project journals with no document behind them kept as journals
  • Fallback route through period reports named in the proposal if the API is not licensed

Loading Xero

  • Chart of accounts mapped to Xero account types, agreed before the first load
  • Customers and suppliers deduplicated on rules you approve
  • Open invoices and bills at the conversion date, then conversion balances
  • Up to one year of full transactions, older years as monthly balances or an archive
  • Supplier credits handled so payables open on the correct side
  • Multiple companies into separate Xero organisations

Checking it

  • Opening trial balance proven to net to zero before anything is built on it
  • One control account reconciled first, on the smallest company
  • Full rehearsal into a spare Xero organisation
  • Every check done by reading Xero reports back, not by counting records
  • Construction retention compared line by line between ledger and invoices
  • Differences explained to you in writing before go live

Around the move

  • Xero Payroll set up with your pay calendar and year to date figures
  • Apps that fed MYOB Acumatica reconnected to Xero
  • MYOB AccountRight or MYOB Essentials files scoped as their own part if needed
  • Reporting rebuilt where Xero reports do not cover it
  • MYOB Acumatica kept untouched as the record to check against
  • Support through the first month end in Xero
Pricing

How we price a MYOB Acumatica to Xero migration

Price moves with the number of companies, how much history you want in Xero, how many payments need matching to invoices, payroll, and whether the API is licensed. We check access first, then give you a fixed price.

Migration audit call

Tell us what must survive in Xero, what workflows or reports cannot break, and whether the move fits one fixed-price migration or needs phased delivery.

Fixed-price migration scope

Once data scope, workflow rebuilds, connected systems, and cutover risk are clear, you get fixed-price scope covering cleansing, migration, validation, and go-live. No open-ended estimates.

Phase history and integrations separately

If the move includes heavy history, connected systems, or adjacent rebuild work, we can split it into core migration first, then history, then integrations. Each phase has its own price and sign-off.

Why HELLO PEOPLE

Spreadsheets, a migration tool,
or a team that reconciles it

DIY spreadsheet migrations, vendor migration tools, and offshore migrators all promise to move your data. Here's how HELLO PEOPLE compares on the things that actually matter to an AU SMB owner.

Concern HELLO PEOPLE DIY spreadsheetsVendor migration toolOffshore migrators
Data preserved end-to-end 100% + validated at every step Usually yes, no validationAdvertised complete, some fields dropDepends on the vendor
Downtime during cutover Zero. Parallel run + weekend cut Days to weeksHours to daysOften days
AU BAS / GST / payroll fit AU-native, understood You own the riskUsually genericVariable
Pricing model Fixed price, one-time Your team's time foreverPer-record or flat feePer-hour + revisions
When something breaks We own the fix, no charge You own itSupport ticket queueTime-zone gap
Data cleansing Included in scope Optional, often skippedUsually notQuoted separately
Post-cutover support 30 days included, plan optional NoneChat support tierDepends on contract
Our Process

How we convert MYOB Acumatica to Xero, step by step

A structured process so you know what is happening at each stage. No ambiguity, no surprises.

  1. Check access and count the records

    We test what the MYOB Acumatica licence lets us read, record type by record type, and count every company’s records by paging through them. Counts are checked against a figure you already know before any price is set.

  2. Agree the conversion date and the history

    You pick the month you start in Xero, and how much history comes across. Xero’s own guidance covers full transactions for up to one year before that date. Older years are kept readable elsewhere.

  3. Reconcile one account before building the rest

    We take the smallest company and one control account, usually receivables, and make it agree with your own trial balance first. That is where a gap in what the API returns shows up early.

  4. Rehearse into a spare Xero organisation

    The whole load runs into a Xero organisation that costs nothing to get wrong. A dry run proves what we will send. A rehearsal proves what Xero does with it, and account types cannot be changed in Xero once transactions sit against them.

  5. Load your Xero organisation in Xero’s order

    Chart of accounts, contacts and open invoices, conversion balances, then the history. Each step is checked against a Xero report before the next one starts.

  6. Switch over, with MYOB Acumatica still there

    You switch to Xero once the balances agree in writing. MYOB Acumatica stays untouched as the record you can check against, and every difference is explained to you before go live, not after.

FAQs

Questions people ask before they migrate MYOB Acumatica to Xero

Why would a business move from MYOB Acumatica to Xero?

Usually because the business no longer needs a full enterprise system. Fewer companies, less project work, or a finance team that wants something simpler. Moving from MYOB Acumatica to Xero is a step down in size, and we will tell you if the step leaves something behind that you still need.

Can you move MYOB Acumatica desktop to Xero?

MYOB Acumatica runs in the cloud, so there is no desktop copy to move. People who ask us to convert MYOB Acumatica desktop to Xero usually mean the screens their team opens every day, or an older MYOB file that ran beside it, such as AccountRight on a desktop or MYOB Essentials. Either way we can migrate MYOB Acumatica desktop to Xero in the sense that matters: the ledger, the contacts and the history, read from MYOB Acumatica and loaded into Xero. If you also want to transfer that older file, tell us and we scope it as its own part.

How much historical data comes across?

Xero’s own conversion guidance covers full transactions for up to one year before the conversion date. Earlier years usually move as monthly balances, or stay readable in an archive. We agree the cut with you and your accountant before anything loads.

What happens to payroll?

Xero Payroll is a separate part of Xero with its own setup. A pay calendar has to exist before any employee can be added, and that calendar sets your pay periods and your Single Touch Payroll (STP) reporting dates, so a person on your side confirms it. We then carry employees and their year to date figures across and check them before the first pay run in Xero.

Why does payment history take longer than the rest?

MYOB Acumatica will only tell us which invoices a payment settled when we ask about that one payment. So payment matching runs one payment at a time, which is hours rather than minutes on a busy ledger. We price it as its own step so it never surprises anyone.

We use MYOB Acumatica for construction. Does retention come across?

The retention you hold at the conversion date comes across in the opening balances. What Xero cannot do is rebuild retention movements from the invoices, because the invoices carry income after retention while the ledger carries it before. We show you that difference line by line and agree how Xero should hold it.

Is it better to switch from MYOB Acumatica to Xero at the end of a financial year?

The start of a financial year is cleanest, and the start of a quarter is a fair second. Xero treats the conversion date as the first day of the month you start in Xero, so balances at 30 June are a July conversion. If the balances do not agree in time, we move the date rather than go live on numbers we cannot explain.

Are you a MYOB Acumatica to Xero migration company or a reseller?

A migration company. We are an Australian team that builds the extraction, the checks and the load ourselves, as a fixed-price migration service scoped after the access check. We sell no licences, so we have nothing to gain from which system you land on.

Which system should we move to after MYOB Acumatica?

Where people go after MYOB Acumatica varies, and we scope the move to whichever system you have chosen: Xero, MYOB AccountRight, MYOB Business, MYOB Acumatica, QuickBooks Online, Reckon, NetSuite, Microsoft Dynamics 365 Business Central, Sage 50, Sage 300, Sage Intacct, Odoo, Zoho Books, FreshBooks, Saasu, SAP Business One, Oracle and Workday. If the one you have picked is a poor fit for how you actually work, we will say so before you have paid for a conversion into it.

What actually decides how long a migration takes?

The parts that decide the timeline are the same wherever you land: the chart of accounts, the general ledger, the customer and supplier master, open purchase orders and sales orders, opening balances and payroll history, and how much history you export out of the old system and import into the new one, rather than leave behind in a readable archive. Hosted files, local files and vendor exports each come out differently.

What if MYOB Acumatica is end of life or out of support?

If you are looking because MYOB Acumatica is too old, out of support or reaching end of life, that is a question of timing rather than whether. It is worth comparing the alternatives and moving away on your own schedule rather than on the one the vendor picks for you.

Tell us how your MYOB Acumatica is set up

How many companies you run in MYOB Acumatica, whether you use payroll or projects, and when you want to start in Xero. We come back with what the access check needs and a fixed-price plan.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.