Package Selection

[vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column][vc_empty_space height=”40px”][vc_column_text]Package Selection – what are the various options? The Jet conversion process essentially creates a mirror image of the source file; all lists (customers, accounts, list), all transactions (invoices, bills, quotes, orders, journals, bank transactions). For a more detailed explanation FAQ Click Here. Premium options include data options, training and options, other options, and chart of accounts options.[/vc_column_text][/vc_column][/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column][vc_empty_space][vc_accordion active_tab=”false” collapsible=”yes” style=”accordion” title=”Package Selection”][vc_accordion_tab title=”Select one from each Column” title_color=”#ffffff” background_color=”#337ebf” title_tag=”h4″][vc_column_text]Select One Option from Each Column.

  1. History Options
  2. Training Options
  3. Other Options
  4. Chart of Accounts

This screen will default to the free Basic conversion options.[/vc_column_text][/vc_accordion_tab][vc_accordion_tab title=”History Options” title_color=”#ffffff” background_color=”#337ebf” title_tag=”h4″][vc_column_text]Choose the amount of history you want to have in Xero.

  • Normally up to 2 years of financial transactions is selected, if the file does not have this amount of data then the Current Financial Year will be selected
  • The Current Financial Year is shown if the MYOB file has been rolled into the Current Financial Year
  • Extra history is available if it exists in the file

To read more on this please look up the FAQ on Full Transactional History [/vc_column_text][/vc_accordion_tab][vc_accordion_tab title=”Training Options” title_color=”#ffffff” background_color=”#337ebf” title_tag=”h4″][vc_column_text]
Free email support is provided for all conversions. If you have a technical issue, we ask you take a screen capture of where you think there is an issue from both the source file and Xero. Technical questions may require research of your original source file and the results in Xero by one of our accountants staff. We will respond to your enquiry via email.

  • Note: Jet does not hand over new Xero Organizations if the data from reports is not the same as in the Source file. I.e. The Bank Balance, VAT / GST  / Sales tax accounts, Accounts Receivable or Accounts Payable will match.
  • If you have a Xero Partner as a Bookkeeper or Accountant we recommend that you start with them.
  • If not, we provide quick start, one on one training in Xero with your newly converted data.

[/vc_column_text][/vc_accordion_tab][vc_accordion_tab title=”Other Options” title_color=”#ffffff” background_color=”#337ebf” title_tag=”h4″][vc_column_text]

  • If Payroll is available for the country and the source file type, it will be set up for free
  • If you have an MYOB Account Edge version, the additional fee will be selected and cannot be changed
  • Monthly Comparative Balances – we extract the month end balances for up to 5 years (if available) and then bring them in the pre-conversion period in the P&L and balance sheets – you can have up to 60 month end journals for historical comparative reports, more information can be found here at this link
  • Transaction free conversions – we bring in all the accounts, contacts, items, payroll employees; there are two choices – either with balances ,or with the balances set to zero
  • Note with the balances options you will have to import or create the outstanding invoices and bills, it is transaction free!

[/vc_column_text][/vc_accordion_tab][vc_accordion_tab title=”Chart Of Accounts” title_color=”#ffffff” background_color=”#337ebf” title_tag=”h4″][vc_column_text]
The standard free conversion includes the Chart of Accounts that exists in the Source file (Quickbooks, Sage, MYOB, Reckon).

  • For many conversions the Existing Chart of Accounts is adequate
  • The Custom Chart of Accounts option is suited to accountants and bookkeepers who are using Xero HQ and want to fully utilize the Report Codes feature for Xero Partners
  • Contact us or refer to our blog post about how to use this service

[/vc_column_text][/vc_accordion_tab][vc_accordion_tab title=”Pre-conversion Must Do’s” title_color=”#ffffff” background_color=”#377fbf” title_tag=”h4″][vc_column_text]

Do Not

  • Do NOT change any account types in the source file prior to conversion
  • Do not start a Xero subscription prior to the conversion
  • Do NOT ROLL YOUR FILE OR PURGE HISTORY, otherwise you will only get data from when you rolled or purged your file

DO

  • Make sure the file is set to the correct tax / GST / VAT reporting – Cash or Accrual.

We set up an entirely new Xero org for you based on the file sent to us. Conversion to a Xero 30 day free trial is not available with this service.

For full details check out the FAQs in details

[/vc_column_text][/vc_accordion_tab][/vc_accordion][/vc_column][/vc_row]