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Comparing Data - Cash versus Accrual
Differences in Reporting - Cash vs Accrual You may find that if you run a Trial balance and Profit and Loss Report comparison using an Accrual basis that Xero matches with your source data. However, if you compare the reports on a Cash Basis you may ...
Verify Superannuation USI Data prior to Conversion
Please see steps below to verify Superannuation USI data prior to conversion. MYOB Desktop To get the SPIN or USI, please follow the steps below: Go to Lists in MYOB. Click Superannuation funds Select Fund Check details of USI Reckon To get the SPIN ...
Frequently asked questions for first time conversions
How does it work? You will be asked to upload a desktop file or provide access to your online company. We will replicate the data from your accounting software in Xero. If you use the regular service subsidised by Xero we will create the Xero ...
Other Considerations
Attachments Invoices, PDF's or other documents attached within the source file do not convert. Audit Logs Audit logs are unique to when data is posted in the accounting system so they cannot be brought across to Xero. Bank Rules Bank Rules do not ...
Conversion Support
Support & Assistance for Your Conversion We offer various support options at every stage of your conversion process. Pre-conversion If you have specific requirements or questions prior to converting, we recommend: ✅ Getting in touch – Reach out to us ...