QuickBooks Online – Data Preparation

Conversion Turnaround Time:

The conversion will take up to 5 busines days from when you have:

  1. Selected your conversion service
  2. Given us access to QBO
  3. Advised as to how you want the bank accounts to be treated in Xero (premium packages only). *

* Please be advised -If bank mapping is not completed within a 48 hour timeframe we will complete this on your behalf.

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

What not to do before giving Jet Convert access to your QuickBooks Online:

1. Do not start a Xero Organisation unless:
(a) You are a Xero Partner with approval from Xero to convert into Existing Xero Organisations
(b) You have a special link from us to convert into an existing Xero Organisation (cost $220) – more information.
If you have already started a Xero subscription and should not have you can either cancel that Xero Organisation or pay $220 for us to convert into it.
IMPORTANT NOTE: We cannot convert to a trial version of Xero.

2. Do not change any account types in QBO prior to conversion.

BEFORE you give Jet Convert access to QuickBooks Online:

ESSENTIAL Data Preparation:

ATTENTION: Please note if the Essential Data Preparation is not completed prior to starting your conversion a reconversion charge may apply.

WARNING: Some banks require credit cards to be set up as bank accounts in Xero in order to connect bank feeds. More information.

OPTIONAL Data Preparation: