Choosing accounting software can be hard. Each product comes with slightly different features, looks different and the prices vary. Don’t think that you have to jump right in and purchase straight away – make use of a free trial and you can play around and have a good look at it before you decide whether to go ahead and purchase it. Even if you outsource your bookkeeping, you still need to be comfortable with finding your way around the software and getting access to essential information.
MYOB Essentials and Xero are popular cloud based accounting products in Australia. You also have Reckon One, Quickbooks Online, Sage One and Saasu. For tips on getting started with Sage One head over to Steve Bicknell’s blog and look at: How do you switch over to Sage One.
So I thought I would show you my experience of getting started with the 30 day free trial of Xero.
- I went online to the Xero Australia homepage, clicked “Try Xero for Free” and filled in my name, contact number and email address.
- From there nothing happened for quite a long time and I couldn’t move on to the next step. I refreshed the page a couple of times, which did nothing. I have “Ghostery” set up in my browser and I noticed it was blocking something – once I selected unblock I was instantly through to the next step. Success!
- Entered my basic organisation details in the next screen. There is an option in this screen to convert your MYOB datafile over to Xero, if that is what you want to do. Xero had entered a default conversion date, which was not the date I needed. Not to panic – it also tells you on this screen that you can change the date via the Settings screen once you are set up.
- Up and running – straight into my business dashboard.
- Watched the 2 minute information video.
- Went into Settings / General Settings / Conversion Balances and changed my conversion date.
And that was pretty much it! Ready to get into the finer details of setting up contacts, customising the chart of accounts, setting up bank feeds etc. You will need all your business accounting information handy for the next stages of set-up if you are taking it that far.
Just a side note – I had a question about something which I had typed into the Xero website and less than 24 hours later a representative from Xero phoned me (yes – not emailed, but phoned) to discuss. I thought this was good customer service.
If you are wanting to look at MYOB, then the Student Edition of MYOB is a great way to sample the product – it costs $15.00 at the time of writing and you get the desktop product in CD-ROM format. There is a limit to the number of transactions you can enter (is still quite a lot) but there is no timeframe that you have to finish using it by, which is handy. Students at TAFE use this when studying accounting and bookkeeping.
Alternatively you can try the 30 day free trial of MYOB’s online products here.
For some more good info on cloud accounting products in Australia you might like to check out 2015 – The year that was for cloud accounting software.