Start fresh from Xero
Reload the MYLEDGER chart from Xero for a client with no postings yet.
The problem it solves
Onboarding a Xero client should start from their real chart.
How it works
- Connect Xero for a new client.
- Check that start-fresh is available.
- Reload the chart from Xero.
What your practice gets
- Clean onboarding.
- The client's real chart.
- Safe: only when there are no postings.
Questions accountants ask
When is it available?
When the client has no postings yet.
Does it overwrite data?
It only applies when nothing has been posted.
Can I map afterwards?
Yes.
Related features
Features that work alongside start fresh from xero.
Sync data from Xero
Bring the chart, contacts, invoices, bank transactions and journals from Xero into MYLEDGER, one area at a time or all at once, with status and history.
Automatic updates from Xero
Changes in Xero trigger incremental updates in MYLEDGER, so data stays current.
Ask the assistant about Xero
Ask the AI assistant for Xero reports, invoices and trial balance comparisons, or ask it to create invoices, journals and payments for your confirmation.
Reliable Xero connection
The Xero connection handles sign-in renewal and Xero's usage limits so syncs and pushes complete reliably.
Connect a Xero organisation
Connect a client's Xero organisation, check the connection, switch between organisations and disconnect.
Xero account mapping
Map the MYLEDGER chart to Xero accounts manually, automatically or with AI, and create missing accounts in Xero.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.