Quickbooks Online – File Preparation

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

  • WE CAN CONVERT:
  • USA Quickbooks online

What not to do before giving Jet Convert access to your Quickbooks file:

  1. Do not start a Xero subscription. We will create a new Xero subscription for you if you don’t already have one. 
    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 give Jet Convert access to Quickbooks Online:

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.

  • Ensure that there are no duplicate names in the Chart of Accounts
  • Reconcile Accounts Payable using the AP Unpaid Bills Detail report
  • Reconcile Accounts Receivable using the Customer Balance Detail report
  • Ensure all invoices/bills and credit notes are still outstanding
  • Apply all credit notes unless current
  • Ensure that Accounts Receivable, Accounts Payable and GST accounts do not have Account type as Bank Account.
  • Edit account numbers to be a maximum of 10 digits
  • Edit Chart of Account names. The Header and Chart of account name cannot exceed 200 characters
  • Turn on account numbers for your Chart of Accounts
  • Turn off bank feeds and disable any add-ons
  • Do not work in QBO while the conversion is in progress

OPTIONAL File Preparation: