Accepting your Xero subscription - step by step
Please find below the step by step instructions on how to complete the successful transfer of subscription for your new Xero organisation.
First, check that your computer time is current. If not please sync your computer time with the internet:
Please note that if you do not take over the subscription within 14 days it expires please contact firstname.lastname@example.org
if you need this to be resent.
1. Select the email link to take over the subscription (Please note this is the email sent from Xero):
2. Login or Create an Account:
If you do not have a login, fill in the details on the following Screenshot to create your account.
If you are creating a new account, the next step will be to set up two-factor authentication (2FA). You may need to log out of Xero and log back in before you are prompted to set this up:
Please note - 2FA is not currently required for Xero USA clients.
Once this is completed you will be asked to select a plan for the transfer and enter your credit card or bank information so that Xero can take the monthly subscription.
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 are unable to convert into Existing Xero organisations. To ...
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 Existing Xero Organisations
We cannot complete the conversion until we have access to the Xero organisation for us to convert into. Xero Approved Partners If you have spoken to your Xero Account Manager and they have provided you with a link to use this service then you have ...
Bank Account Mapping
Bank Account Mapping is available with Insight and Accelerate Packages. Under the Standard Package we convert the chart of account based on the account type in the source file - for example: Bank Account, Credit Card, Paypal - Will be set up as such ...
What are the steps involved in doing a conversion?
1. Prepare the file There is some 'tidy-up' work that we recommend you do in the file prior to conversion: How to prepare the source software IMPORTANT - Our software creates the new Xero organisation as part of the conversion process. Please do not ...