QB Enterprise ( Desktop ) – File Preparation

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

What not to do before uploading your Quickbooks entity 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 change any account types in Quickbooks prior to conversion.

BEFORE you upload your Quickbooks entity 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.

*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.

OPTIONAL File Preparation:

NEXT STEPS Quickbooks desktop files: