- WE CAN CONVERT:
- Basic Chart of accounts
- Reconciliation as per BankLink file
- All Manual Journals
- All Non-Transferring Journals
- WE DO NOT CONVERT:
- Invoices, bills, credit notes, quotes, orders
- Jobs & categories
- Contact details
- Items
- Memorisations
- Uncoded transactions
What NOT to do prior to contacting a Xero Account Manager:
- Do not start a Xero subscription. We will create a new Xero subscription for you. If you have already started a Xero subscription click here. NOTE: We cannot convert to a trial version of Xero.
BEFORE you send your BankLink file for conversion:
ESSENTIAL File Preparation:
- GST Coding - Ensure each Chart of Account is allocated correctly
- Bank Account - Ensure there is at least one Bank account in the file
- Chart of Accounts - Ensure Account Types are correct
- Code all transactions you want to convert
- Remove the Password from the file
