How do Quotes & Orders convert?
Quotes and Orders
Quotes and Orders are entered as Draft Invoices and Draft Bills, purchase orders are brought across as purchase orders in Xero.
Note that Quotes prior to your selected conversion history start date will not be converted. Also note that due to field and system differences between accounting packages, when Orders are converted to Draft Invoices in Xero the PO Number cannot currently be extracted so you will not see PO Numbers in Draft Invoices.
Item codes come across on approved Invoices and bills. You will NOT receive item codes on credit notes, draft invoices or bills.
When it comes to your service selection you will be given the choice of a service: With transactional history – useful for reporting or referring to past data in Xero, OR Limited History service – useful for a fresh start or really messy legacy data. ...
MYOB (AU & NZ)
MYOB Preparation Checklist It is ESSENTIAL you work through the information detailed on this page before uploading your file for conversion. This will ensure that you will have a cleaner conversion to Xero, and highlight if there are any outstanding ...
PDF Bank Statements to CSV and OFX
I need bank statement PDFs in a file format If you need to get historical data into an electronic format and all you have are old bank statement PDFs our PDF conversion service can assist. Using a semi-automated process we tidy up the data, put ...
Tracked Inventory after conversion
Our conversion brings across the accounting data associated with Inventory and not stock management data. Please see here for How inventory data is converted. About Tracked Inventory Inventory items are converted as 'Un-tracked Items' this allows ...
BankLink to Xero conversions are only available in Australia. It is available to Xero Partners via the Xero Partner Consultants go to the Xero website to register interest. One of the Partner Consultants will be in touch to discuss. How Data is ...