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Cloud Accounting Setup

Move your business to the cloud with a fully configured accounting system. We set up Xero, MYOB, or QuickBooks tailored to your business needs.
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Overview

Take Your Books to the Cloud

Still using spreadsheets or outdated desktop software? Cloud accounting gives real-time access to your finances, automatic bank feeds, and easy collaboration with your accountant. The key is proper setup from day one.
We handle the full setup: choosing the right platform, configuring it correctly, connecting bank accounts, and making sure your system is ready to use — no guesswork, no delays.
  • Platform Choice
  • Full Configuration
  • Bank Connections
  • Ready-to-Use
What’s Included

Complete Cloud Setup Package

Everything you need to get your cloud accounting system fully operational and optimised.

Platform Consultation

Not sure whether Xero, MYOB, or QuickBooks fits your business? We evaluate your needs and recommend the most suitable platform.

Chart of Accounts

We create a customised chart of accounts tailored to your business, ensuring clear, accurate, and ATO-compliant financial reporting.

Bank Feed Setup

Connect all business bank accounts and credit cards for automatic transaction imports — eliminating manual entry.

Invoice Templates

Professional, branded invoice templates with payment terms and bank details, ready to issue to clients immediately.

GST & Tax Settings

Correctly configure GST, BAS reporting periods, tax codes, and ATO integration for seamless compliance.

User Access & Permissions

Set up team accounts with the right access levels — from full admin rights to view-only access for specific reports.

-Who Is This For

Is This Service Right for You?

Our cloud accounting setup is ideal for businesses looking to modernise their financial management:
  • New Businesses —
Proper setup from day one
  • Spreadsheet Users —
Move from Excel to cloud
  • Desktop Users —
Upgrade from old software
  • Growing Teams —

Multi-user remote access

  • Time-Poor Owners —
Auto bank feeds & streamlined processes

Cloud Accounting Setup

Real-Time Access to Your Finances, From Anywhere

If you’re still managing your business finances through desktop software, spreadsheets, or paper records, you’re making things harder than they need to be. Cloud accounting gives you and your accountant live access to the same up-to-date data — which means faster decisions, fewer errors, and no more emailing files back and forth.
At OzLedger, we manage your entire transition to cloud accounting so the move is smooth, your historical data is preserved, and your new system is set up to actually serve your business.

What This Service Covers

Our cloud accounting setup service covers platform selection advice based on your business needs, full data migration from your existing system, chart of accounts setup and customisation, bank feed connections and automation rules, integration with your payroll, invoicing, and inventory systems where applicable, user access setup and permissions, and training for you and your team so everyone is comfortable from day one.

Why Moving to the Cloud Makes Sense

You See Your Numbers in Real Time

No more waiting until the end of the month to find out where your cash position sits. Cloud accounting gives you a live view of your finances whenever you need it.

Your Accountant Can Work With You, Not Just for You

When we have access to the same live data you do, we can spot issues earlier, answer questions faster, and provide advice that's actually based on current figures.

Admin Time Drops Significantly

Bank feeds, automated reconciliation, and digital receipt capture cut down on the manual data entry that eats up so much time in traditional bookkeeping setups.

How It Works

We assess your current setup and recommend the right platform, handle the migration and configuration, connect your bank feeds and integrations, and train your team before handing over a fully functioning system.

Ready to Make the Move?

Call 0481 853 888 | Email info@ozledger.com.au | Book a Consultation
Book a Consultation