Quickbooks Online – File Preparation

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

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.

OPTIONAL File Preparation: