PrintThe cleaner your file – the smoother your conversion to Xero.
- WE CAN CONVERT:
- AccountRight Live
- AccountRight Enterprise depending on how it has been used (AU only)
- All other AccountRight versions
- AccountEdge (a fee will apply)
- WE DO NOT CONVERT:
- MYOB Essentials
- Multi-currency or multi-location files
- Files with negative inventory
- Files >800MB
- If the file uses WET/WEG
What NOT to do prior to uploading your MYOB file to Jet Convert:
- 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. - DO NOT ROLL YOUR FILE. If you have already rolled your MYOB file DO NOT ATTEMPT TO ROLL BACK AGAIN.
- Do NOT change any account types in MYOB prior to conversion.
BEFORE you upload your MYOB file to Jet Convert:
ESSENTIAL File Preparation:
ATTENTION: Please note if the Essential File Preparation is not completed prior to upload a reconversion charge may apply.
- See our website for transaction types that typically cause issues
- Check what data will and won't convert against your specific needs
- Ensure MYOB is set to the correct GST accounting basis (cash or accrual) [Go to Set up, company information, BAS information].
- Check how your bank accounts and credit cards are set up in MYOB. Ensure you select either our Insight or Accelerate package if you want to change how these will be set up in Xero.
*WARNING: Some banks require credit cards to be set up as bank accounts in Xero in order to connect bank feeds. See here for more information.
- Reconcile Accounts Receivable/Accounts Payable - review the AR/AP detailed reports and ensure all invoices/bills and credit notes are current. Apply all credit notes unless current.
- Ensure that Accounts Receivable, Accounts Payable and GST accounts do not have Account type as Bank Account.
- For NZ clients - we need your GST/IR number to convert the file.
OPTIONAL File Preparation:
- Check that the balances in all reconciled bank accounts and credit cards match the bank statements as of the last reconciliation date.
- Confirm that the Accounts Receivable/Accounts Payable reconciliation report balance matches the balance in the General Ledger.
- Check how non-standard tax codes are treated.
- Ensure all clearing accounts are reconciled to NIL.
- Ensure all bank transactions you want converted are coded.
- Run a verification of the MYOB file (File > Verify Company File). If errors occur, we can fix these for you under our Accelerate Package.
- Check that all employees have an accurate USI/SPIN
- Pay Superannuation to date through the MYOB file (if applicable)
