Accepting your Xero subscription - step by step
Please see below for the step-by-step instructions with screengrabs on how to complete the successful transfer of subscription for your new Xero organisation.
Related Articles
Pre Conversion Queries
How do I Start a Conversion? For information on the steps required to complete a conversion see our knowledge base article here. Can You Convert into my Existing Xero Organisation? We can convert into Existing Xero organisations. To understand how to ...
How to Convert into an Existing Xero Organization
The Existing Xero Organization conversion service is for clients who need data converted into a blank Xero organization. Follow these steps and meet the key requirements to proceed. Conversion Steps Prepare the Source File using the Pre-Conversion ...
Using Xero
Paid Bill or Invoice Showing an Amount Due You may find that an invoice/bill is showing as unpaid even though there should be $0 amount due. All of your reports are displaying the correct balances but when you view this particular invoice/bill it ...
Converting Into an Upgraded Ledger Existing Xero Subscription
Welcome to the Beta release of our upgraded ledger conversion service! This guide is designed to make the process simple, straightforward, and seamless for Accountants and Bookkeepers. Follow these steps to efficiently upgrade your client’s Xero ...
How to Grant us Access to Your Online Accounting software - for New Zealand
Source Accounting Software MYOB MYOB Business/Account Right Live Please ensure when inviting us into MYOB Account Right Live that you are in the browser version of MYOB Account Right Live. In MYOB Business/Account Right Live, click the settings or ...