Fast Track Your Xero Journey

Let us help you. Take advantage of our 40-minute Free Consultation of your Xero accounting system and start your Xero journey right now!

How it works

Step 1: Start your free trial

Sign up for a free trial of Xero to experience the system first hand. Simply try the “Demo Global Company” and don’t worry about making any mistakes, because it’s just a dummy account and you can reset the account any time!

How it works

Step 2: Prepare checklist

Once ready, start the Xero setup process. A checklist of things you’ll need prior setting up:

  • Company legal name and company registration number.
  • Financial year.
  • GST registration number and GST taxable period.
  • A company logo.
  • Accountant’s or advisor’s email address.
  • Conversion date and accounts trial balance.
  • Bank statements during the conversion date*.
  • Chart of account**.
  • Base currency for the accounts***.

*Xero works best if your business bank account able to provide direct bank feeds or alternatively, able to generate bank statements in excel (.xls or .xlsx) or in comma-separated-value format (.csv). Contact your bank to find out more.

**You may use default chart of accounts pre-set by Xero or you can upload or create a new chart of accounts that is more relevant to you. Do take note that the chart of account in Xero may be different from what you already have from previous accounting systems.

***Commonly for a Malaysia-based entity, currency is denominated in Malaysian Ringgit (MYR). If the business entity is an offshore account like in Labuan, you may need to setup the base currency for Xero in US Dollars (USD).

How it works

Step 3: Xero setup guide

Simply follow the step-by-step setup process to get Xero set up.

Xero Setup guide

How it works

Step 4: Start and learn

Start taking advantage of Xero with Xero TV and Xero U

Your Xero Journey Starts Here!

Let us help you. Take advantage of our 40-minutes Free Consultation of your Xero accounting system and start your Xero journey right now!