BankLink – File Preparation

 What NOT to do prior to contacting a Xero Account Manager:

  1. 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:

Next steps