Frequently asked questions for first time conversions

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 use the data in your accounting software to set up Xero and send you a link to your new Xero organization upon completion.
  1. Accounting software versions converted

How long does a conversion take?

Conversions can take up to 3 business days for MYOB desktop files and up to 5 business days for all other software types, but are usually faster than that. It will depend on the size of the database and the amount of data being converted.

How much history?

Xero subsidises the current and previous financial/fiscal year of transactional history including invoices with line item detail*. You can purchase additional data up to a total of 10 years if desired*. 

* As long as the data exists in the source software. Please see this important consideration for MYOB desktop files.

Xero limits how far back we can go with conversion balances - the earliest we can start with full transactional history is from July 1 2006.

What is converted?

We aim to convert the data as it is in the source file so you can hit the ground running by converting:
  1. Invoices and bills - full line item detail and payments attached if applicable
  2. Payroll Setup (Australia) - Employees, Leave accruals, Pay template & calendars, Opening balances - if you have more than 50 paid employees read here
  3. Contacts
  4. Chart of accounts - same as your source file - if you don't want this check out our custom service
  5. Inventory Items
  6. Jobs, Categories and Classes - if you have more than 100 read here
Want to know more - read How data converts.

What does not convert?

Some information will not be converted such as:
  1. PDF attachments
  2. Payruns - see how we convert this data
  3. Multicurrency
See Other Considerations or email if you have specific requirements that you would like to discuss.

Can I convert my data into a 30-day free trial?

As part of the agreement with Xero, we don't offer free conversions into a Xero 30-day trial. You're welcome to start a trial or try the demo to see if Xero is right for you, and you can take advantage of this free conversion service if and when you're ready. We will create an Xero organization for you, so there is no need to set anything up in Xero yourself.

How do I get started?

    • Related Articles

    • How Secure is My Data?

      Data Security At Jet Convert we consider security and confidentiality to be of utmost importance and take a number of steps to protect our client data During the upload, your data is secured and encrypted for maximum security. You can verify that ...
    • Timing

      When is the Best Time to Convert my File? You are the best person to determine when the most appropriate time is to convert. Changing accounting software is an important step in your business journey so it is wise to allow for time to ask questions ...
    • Comparing Data - Cash V's 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 ...
    • Custom Conversions

      Not every file is going to fit into one of our packages, so for this, we can complete custom conversions on a case by case basis. We want to make your life simpler by helping you make the move to Xero therefore we have listed a range of custom ...
    • BankLink Conversions

      BankLink to Xero conversions are only available in Australia. How Data is Converted Data converted: Basic Chart of accounts* Coded transactions for the current financial year (coming across like bank feeds) Reconciled transactions convert as ...