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:

Turnaround time:

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

  1. Selected your conversion service
  2. Provided us with the QuickBooks file password
  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.