The cleaner your file – the smoother your conversion to Xero.
What not to do before uploading your Reckon file to Jet Convert:
- Do not start a Xero subscription. We will create a new Xero subscription for you. If you have already started a Xero subscription click here.
NOTE: We can not convert to a trial version of Xero.
- Do not change any account types in Reckon prior to conversion.
BEFORE you upload your Reckon file to Jet Convert:
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:
NOTE: Where there are no Account numbers in the Reckon file we fill in the Chart of Accounts with system generated numbers. You can update these in Xero post conversion.