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. If you are not comfortable processing the above steps we have approved trainers who regularly process conversion and can handle this process for you.
- 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].
*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)
