A conversion to suit every MYOB file

19 Feb A conversion to suit every MYOB file

Update March 2018 – this service is now also available for Reckon, Sage and Quickbooks conversions!

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We conducted a quick survey of our customer base to see if they would like a simple conversion option for when the source data file is too ‘messy’ to deal with in Xero.

75% said “Yes please!”

A big THANK YOU to everyone who replied. Just over 75% said they had a need for such a conversion service.
As a result we are pleased to provide two new service options in addition to the usual conversion with full transactional history – Balances Only and $0 Balances.

Balances Only

This conversion gives you all the business information but also preserves the account balances as of the selected conversion date:

  • Contacts
  • Chart of Accounts
  • Items
  • Payroll setup (with payroll balances, all employee details, pay items and templates)
  • Opening balances as of the conversion date.

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

This also excludes any open invoices, bills and credit notes. That way you do not have to worry about the old unpaid transactions, but it does mean that you or your client has to manually add the correct invoices, bills and credit notes after adjusting the Accounts Receivable and Accounts Payable balances.

Remember to select the conversion date that you want the account balances at. The default will be as early as we can go – you can select a more recent conversion date if you prefer.

$0 Balances

 

 

 

 

Same as Balances only except that the Conversion Balances are set to $0:

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

Similar to the Balances Only option you do not get any transactions, invoices, bills, credit notes, bank transactions, manual journals, payments, or open invoices, bills or credit notes.

Full transactional history

 

As per usual you have the option for full history conversions which include:

  • Bank transactions
  • Invoices
  • Quotes
  • Orders
  • Credit notes
  • Payments
  • Manual journals
  • Payroll entry
  • Contacts
  • Items
  • Payroll balances
  • Employee templates

What history can I get?

The Xero sponsored conversions can go back as far as the start of the previous financial year as long as the history is in the file, and if it is a MYOB file that it has not been rolled into a more recent financial year.

You can choose the date the conversion starts by selecting the appropriate box.

  • Start of previous FY
  • Start of current FY
  • Start of current FY + 2 previous FYs (AU$110)
  • Start of current FY + 3 previous FYs (AU$220)

The history starts from your selected conversion date and finishes wherever the data in the file ends.

Even if the file has been rolled, we can access monthly comparative data up to 5 financial years earlier. If desired you can select this as part of one of our premium conversion packages.

How do I select my history or balances option?

After we have analysed your file we send you an email asking you to select your conversion service. This could be within minutes or several hours of you uploading your file, depending on the data in the file.

In the email there is a link to your conversion status page from which you can select your desired conversion package and the history to come with it.

myob email select service

 

More to come…

And that’s not all, our development team are locked up in their dark little offices beavering away on other new services which are really exciting. I wish I could tell you about them now! So keep posted…..

Please let me know what you think by posting a comment below!

Wendy

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