Converting into Existing Xero Organisations

We require correct access to the Existing Xero Organisation to complete the conversion. The conversion will be placed on hold until correct access is obtained.  

What is this Service?

This is where you have purchased a Xero Pricing Plan and are asking us to convert into this organisation.

1. If you have taken up a discount on the pricing plan - then in most cases the subsidised Xero conversion will not apply. Meaning that prices will include the $220 normally subsidised.
   
1. What to use this Service?
   
1. Australia upload here
   
2. United States upload here
2. Xero Conditional Offering - Use the link provided in the advised documentation and not the normal upload link.

Issues that may prevent us from Converting in your Existing Xero Organisation

To ensure a smooth and successful conversion, your existing Xero organisation must meet the following criteria:

1. Exact Name Match: The name of your Xero organisation must exactly match the company name on the source file, including any punctuation. How to change the Xero organisation display name

2. Completely Empty: The Xero organisation must be free of all accounting data, bank feeds (nothing reconciled), fixed asset journals, and other records.
   

3. Sufficient Xero Subscription: Ensure your Xero subscription supports the number of invoices and bills you need for the full transactional period can be entered in one month. For example, select the Grow package as necessary.

4. Not a Practice Xero Organisation: If your organisation is a Practice Xero organisation, a new Xero organisation must be created for conversion. Afterward, it can be transferred to your Practice subscriber. Contact Xero to apply your Practice pricing plan and cancel the initial organisation.

5. Xero Organisation Setup Completion: The setup for the Xero organisation must be completed.

6. Await Email Prompt: Do not begin any work in the Xero organisation until you receive an email confirming the conversion is complete. Doing so may interfere with Quality Assurance checks.

Conversion Procedure

The procedure for converting an Existing Xero Organisation is similar to the standard process but with slight variations. Please see the links to these steps:

1. Australia
   
2. United States

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