Transaction Free Options

23 Feb Transaction Free 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.

  • Contacts
  • Chart of Accounts
  • Items
  • Payroll setup (with payroll balances, all employee details, pay items and templates)
  • Opening balances set at $0.

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)
  • 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.

 

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