The cleaner your data – the smoother your conversion to Xero.
What not to do before giving Jet Convert access to your Quickbooks file:
- 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.
- Do not change any account types in Quickbooks prior to conversion.
BEFORE you give Jet Convert access to Quickbooks Online:
ESSENTIAL File Preparation:
*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: