MYOB – File Preparation

The cleaner your file – the smoother your conversion to Xero.

 

What NOT to do prior to uploading your MYOB file to Jet Convert:

  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 can not convert to a trial version of Xero.
  2. DO NOT ROLL YOUR FILE. If you have already rolled your MYOB file DO NOT ATTEMPT TO ROLL BACK AGAIN. 
  3. Do NOT change any account types in MYOB prior to conversion.

*Please see our website for transaction types that typically cause issues – Australia, New Zealand.

BEFORE you upload your MYOB file to Jet Convert:

ESSENTIAL File Preparation:

*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.
  • For NZ clients - we need your GST/IR number to convert the file.

OPTIONAL File Preparation:

Next steps