Xero file setup

Xero Foundations for Businesses.

Professional Xero setup, training and implementation support for businesses wanting confidence that their financial system is configured correctly from day one.

Whether you are starting fresh or need historical transactions imported, SGH helps set up your Xero file with structure, clarity and practical guidance.

Enquire About Setup View setup options

Ideal for businesses that want:

  • A clean Xero file from the beginning
  • Professional setup support
  • Chart of accounts structure
  • Opening balances or historical transactions imported where required
  • Practical Xero training and Q&A
  • Clear next steps after setup
Setup services are fixed-fee where the scope is clear. Historical reconciliation is quoted separately if required.
Setup options

Choose the Xero setup option that matches where your business is starting from.

These setup options are designed to give your business a clean, structured Xero foundation before ongoing bookkeeping, BAS or payroll workflows begin.

Xero Foundation

Brand new Xero file setup

$449

+ GST

For businesses starting fresh with a brand-new Xero file and no historical data to import.

  • New Xero organisation setup
  • Organisation settings review
  • GST/BAS configuration
  • Chart of accounts review and setup
  • Bank account setup guidance
  • Invoice branding upload/setup
  • Financial settings review
  • 60-minute private Xero training and Q&A session
Xero Conversion

Xero setup + historical transaction import

$549

+ GST

For businesses requiring a Xero file setup plus historical bank transaction import.

  • Everything included in Xero Foundation
  • Historical bank transaction import
  • Data import review
  • 60-minute private Xero training and Q&A session
This option does not include historical reconciliation, historical cleanup work, BAS review or BAS amendment work.
Historical reconciliation

Historical Cleanup & Reconciliation

Importing transactions and reconciling transactions are two separate pieces of work. Where historical reconciliation or cleanup is required, this is quoted separately based on transaction volume, period covered and overall file condition.

If you need historical transactions reconciled, reviewed or cleaned up after import, this is quoted separately based on the period, volume, file condition and complexity involved.

Quoted separately where required.

  • Historical bank reconciliation
  • Transaction coding review
  • GST/BAS review support
  • Accounts payable or receivable cleanup
  • Opening balance review
  • Accountant coordination where required
Additional fees are quoted after reviewing the file, transaction volume and reconciliation requirements.
Included training

Practical Xero Training Included

Every setup includes a private 60-minute training and Q&A session tailored to your business, helping you understand your new Xero file and use it confidently from day one.

Training may cover:

  • Basic Xero navigation
  • Bank feeds and reconciliation overview
  • Invoice and bill workflow
  • What to check each month
  • Where to find key reports
  • Practical questions specific to your setup
Optional add-ons

Add-on setup services where your Xero file needs more than the basics.

Payroll and inventory setup can be added where required. These are scoped separately because complexity varies depending on your business structure, systems and data quality.

Payroll setup

Payroll Setup

From $249

+ GST

For businesses needing payroll configured inside Xero or supporting payroll systems.

  • Payroll settings configuration
  • Pay items setup
  • Leave categories
  • Superannuation settings
  • Employee onboarding guidance
Additional fees may apply for awards, allowances, complex pay structures or Employment Hero integrations.
Inventory setup

Inventory Setup

From $249

+ GST

For businesses needing basic inventory structure configured as part of their Xero setup.

  • Inventory settings review
  • Inventory item setup
  • Categories or groups where applicable
  • Opening quantities supplied by client
  • Basic inventory workflow guidance
Additional fees may apply depending on the number of inventory items, existing data quality and inventory complexity.
Enquire about setup

Ready to get started?

Tell us a little about your business and we'll recommend the most appropriate setup option based on your current systems, historical data requirements and future plans.

Email Setup Enquiry View Ongoing Support
Xero setup services are project-based and separate from SGH’s ongoing monthly bookkeeping support.
FAQs

Common questions about Xero setup.

A few quick answers before you enquire about setting up your Xero file.

How long does a Xero setup take?

Most Xero setups are completed within a few business days once all required information has been received.

Does the setup include Xero training?

Yes. Every Xero Foundation and Xero Conversion setup includes a private 60-minute Xero training and Q&A session.

Can historical transactions be imported into Xero?

Yes. Historical bank transactions can be imported as part of the Xero Conversion service.

Does the setup include historical reconciliations?

No. Historical reconciliation and cleanup work is quoted separately based on transaction volume, time period and complexity.

Can payroll be set up in Xero?

Yes. Payroll setup is available as an optional add-on and is quoted based on complexity, including employee types, awards, allowances and pay structures.

Can inventory be set up in Xero?

Yes. Inventory setup is available as an optional add-on and is quoted based on the number of items, data quality and complexity involved.