The cleaner your file – the smoother your conversion to Xero.
What not to do before uploading your Quickbooks entity 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 can not convert to a trial version of Xero.
- 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.