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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 ...
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 ...
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 ...
Trouble Uploading Your Desktop File?
Trouble Uploading Your Desktop File? Here’s How to Fix It If you’re experiencing issues uploading your accounting file, don’t worry—here are a few troubleshooting steps to help you resolve the problem: 1. Use a Supported Browser For the smoothest ...
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 ...