The standard conversion package is free courtesy of Xero who also subsidise the paid premium packages so you only pay the additional cost. These premium options enable you to get the most out of your accounting data when in Xero.
With any of these packages do not start a new organisation as we do that for you.
STANDARD (FULLY SUBSIDISED, $0)
The STANDARD conversion package is free of charge courtesy of Xero in Australia, USA and New Zealand (for a limited time). It is great for a fast and simple system change on a budget. With this package you receive:
- Every transaction in the source accounting system for up to two financial/fiscal years if possible
- You can choose a lessor amount of history OR
- You can opt for a transaction-free service
- We calculate the two subsidised financial years based the actual current and previous financial years, not the current year as set in the source file. Even if there are no transactions in the actual current financial year it will be part of the subsidised transactions.
- Chart of Accounts as per the source file
- Open invoices & bills
- All bank transactions – both reconciled and unreconciled
- Payroll setup for up to 50 paid employees (Australia only)
- Up to 100 jobs/classes
- Email support throughout the conversion process.
- File size up to 350 MB.
More information on how data is converted.
The INSIGHT conversion package is subsidised by Xero to reduce the cost to you to only $110. It is great if you need to do advanced reporting over many past years and only need to see comparatives on a monthly or annual basis. With this package you receive:
- Everything provided under the STANDARD package
- The ability to select how you want bank accounts to appear in Xero
- Monthly comparative journals in the P&L and balance sheets back as far as we can read the data (note this is not available with the advanced Custom Chart of Accounts service and is limited with Macintosh files)
- Phone support pre-conversion.
The ACCELERATE conversion package is subsidised by Xero to reduce the cost to you to only $330. It is great if you want to receive the maximum amount of history possible, or you have a file that requires manual fixes.
- Everything provided under the INSIGHT package
- An option to receive additional years of transactional history depending on your file
- Payroll setup for over 50 paid employees (Australia only)
- Up to 500 jobs/classes
- File size up to 800 MB
- Technical support post conversion for data related questions (please visit support.xero.com for help with using Xero)
- Various file fixes including:
If you need to reconvert the same file within 30 days there is a reconversion fee of $220 which will be applied to all of the above packages.
CONVERTING INTO A CUSTOM CHART OF ACCOUNTS
This service enables you to convert into a designated Chart of Accounts rather than use the source file Chart of Accounts. It is only available to Jet Convert Partners in Australia, you can check your eligibility here.
The cost is $220 which will be applied to all of the above packages.
Note, you cannot receive the monthly comparatives option with this service even if you select an Insight or Accelerate package.