Here is our recommendation of what to check before converting to Xero. The cleaner your data, the smoother your conversion to Xero.
- WE CAN CONVERT:
- USA QuickBooks online
- WE DO NOT CONVERT:
- Payroll
- QBO Self Employed
- Multi-currency files
- Advanced (tracked) inventory
- Locations
- Projects
- PDF Attachments
- Linked Transactions
BEFORE you start your QuickBooks Online conversion:
Note that if you are selecting a Fresh Start conversion package no data preparation is required.
ESSENTIAL Data Preparation:
ATTENTION: Please note if the Essential Data Preparation is not completed prior to upload a reconversion charge may apply.start your
- First conversion? Understand our conversion features.
- Review your bank accounts and credit cards types in QuickBooks, ensure your Accounts Receivable, Accounts Payable, and Tax accounts aren't set as account type Bank Account. If adjustments are required use our Bank mapping option.
- If you have used Undeposited Funds for Sales and it is not set up as a Bank account, contact history will be lost in Xero. See here for more information.
- Turn off bank feeds and disable any add-ons.
IMPORTANT – Stop working in QuickBooks Online – data will be extracted at a point in time. Data entered after this date will need to be re-entered if you continue working in QuickBooks Online.
OPTIONAL Data Preparation:
- Ensure all bank transactions you want converted are coded.
- Turn on Account Numbers for your Chart of Accounts.
- Check that the balances in all bank accounts and credit cards match the bank statements as of the last reconciliation date.
- Confirm that the AR/AP reconciliation report matches the balance in the General Ledger.
- Ensure all clearing accounts are reconciled to NIL.
- Edit Chart of Account numbers to be a maximum of 10 digits.
- Edit Chart of Accounts names if required as they cannot exceed 150 characters. Check Header account names as they are combined with sub account names in Xero - see here for more information.
- Ensure that there are no duplicate names in the Chart of Accounts.
- For example: 1234 - Motor Vehicle Expenses and 1235 - Motor Vehicle Expenses. As this description is duplicate please add a number or character to make them unique.
- Ensure all invoices/bills and credit notes are still outstanding.
- Apply all credit notes unless current.
NEXT STEPS:
- Start your conversion:
- Xero Partners:
- If you want us to create the Xero Organization and transfer to your nominated email address, go to the Jet Convert website and click on the green ‘Start Your Xero Conversion’ button.
- If you would like us to convert into your Xero Organization, ask your Xero representative or email [email protected] for instructions.
- Other businesses:
- If you want us to create the Xero Organization and transfer to your nominated email address, go to the Jet Convert website and click on the green ‘Start Your Xero Conversion’ button.
- If you would like us to convert into your Xero Organization, click here to start your conversion.
- Xero Partners:
- Invite Jet Convert into QuickBooks Online.
- Make your conversion package selection.
- If Applicable Complete your bank account mapping.
Conversion Turnaround Time:
The conversion will take up to 5 busines days from when you have:
- Selected your conversion package.
- Given us access to QBO.
- Premium Packages Only* Advised as to how you want the bank accounts to be treated in Xero.
* Please be advised -If bank mapping is not completed within a 48-hour timeframe we will complete this on your behalf.
