No or limited Transaction Options

23 Feb No or limited Transaction Options

Transaction free conversion services

If you are starting afresh or have really messy data then one of our transaction free services are for you.  You get to choose which service you want on the service selection page.

1) $0 Balances (all file types)

This conversion gives you all the business information and sets the conversion balances to $0 so that you can add them in yourself later. Good if you need some more tidy up before the accounting data in your file is reliable or is not relevant moving forward.

You do not get any transactions, invoices / bills (open or closed), credit notes, bank transactions, manual journals or payments.

2) No Transaction History: Opening Balances for Current Month (all files except MYOB)

This conversion gives you all the business information but also preserves the account balances as of the first day of the current month. Good for a simple start in Xero.

  • Contacts
  • Chart of Accounts
  • Items
  • Payroll setup (with payroll balances, all employee details, pay items and templates, Australian files only)
  • Open invoices and bills
  • Opening balances as of the first day of the current month.

You do not get any transactions, closed invoices / bills, credit notes, bank transactions, manual journals or payments.

3) Current Month History: Opening Balances & transactions for current month (MYOB only)

This conversion gives you all the business information but also preserves the account balances as of the first day of the current month. It brings across all transactions in the current month as well.

  • Contacts
  • Chart of Accounts
  • Items
  • Payroll setup (with payroll balances, all employee details, pay items and templates, Australian files only)
  • Open invoices and bills
  • Opening balances as of the first day of the current month
  • Transactions starting from the first day of the month.

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