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
What not to do before giving Jet Convert access to your QuickBooks data:
- Do not start a Xero Organisation unless you are a Xero Partner with approval to convert into Existing Xero Organisations. If you have already started a Xero subscription and should not have click here for instruction on how to proceed.
BEFORE you give Jet Convert access to QuickBooks Online:
ESSENTIAL Data Preparation:
ATTENTION: Please note if the Essential Data Preparation is not completed prior to starting your conversion a reconversion charge may apply.
- First conversion? Unstand 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.
- Do not work in QBO while the conversion is in progress.
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, eg. 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.
Conversion Turnaround Time:
The conversion will take up to 5 busines days from when you have:
- Selected your conversion service.
- Given us access to QBO.
- Advised as to how you want the bank accounts (Cash or Cash Equivalents) to be treated in Xero (premium packages only). *
* Please be advised -If bank mapping is not completed within a 48 hour timeframe we will complete this on your behalf.
