MYOB Online

MYOB Online

What is Converted?

  1. Contacts
  2. Chart of Accounts
  3. Inventory Items
  4. Jobs / Categories / Classes
  5. Invoices & Bills
  6. Payroll
  7. Transactional History (dependent on package selection)

What isn't Converted?

  1. Multi-currency. AUD must be the only currency (more info).
  2. Uncoded bank transactions. (more info).
  3. Inventory Quantities - Tracking can be setup post conversion (more info).
  4. Payruns - we bring in payroll opening balances (more info).
  5. Payroll restrictions - the below data will need to be added post conversion - or revert to desktop file if possible.
    1. Tax File Numbers
    2. Tax Thresholds
    3. Upward Tax Variations/Additional tax amounts
    4. Superannuation USI/SPIN Numbers - if not matched via name
  6. Multi-Location - these can be merged into one (more info).
  7. Invoice and bill numbers longer than 10 digits.
  8. Files with Negative Inventory (more info).
  9. Files with Open Orders with Received Items - (instructions to resolve).
  10. Recurring Invoices, Bills, Manual Journals, Schedule payments, templates & attachments (more info).

Getting Ready to Convert

MYOB Preparation Checklist

Alert
It is ESSENTIAL that you work through the Pre-Conversion Checklist found here before starting your conversion. 
  1. Complete this in the file you are providing for conversion.
  2. Known issue areas Accounting Basis and Tax Rates - not syncing between desktop and online.
  3. If the essential preparation items are not complete, you WILL have issues in Xero.
  4. Some of the items on this list are optional, as you may be able to action these more easily in Xero post-conversion.
If you have any questions, please feel free to contact our support team via email at support@jetconvert.com.

How to Provide Online Access:

When inviting us into MYOB Account Right Live please ensure that you are in the browser version of MYOB Account Right Live.
      

  1. Log into MYOB Essentials Business/AccountRight Live.
  2. Click your business name in the top-right corner.
  3. Select Users from the dropdown menu.
  4. Click Create User and enter:
    1. Name: Jet Convert
    2. Email: conversions@jetconvert.com
    3. Roles and Permissions: Administrator
    4. User Type: Online Admin
  5. Click Save and Send Invitation.


For more information on the different user privileges, see Users.
Notes
Note: You must be an administrator to do this task. Only users with administrator access can create and modify users.
Info
Accountants Giving Access to Your Practice via MYOB Account Right Plus
To avoid giving access to all your clients, you can reach out to MYOB and have an individual serial number assigned to the file you wish to convert to Xero
Warning
We cannot convert read-only or MYOBs with cancelled subscriptions. The MYOB account must be active for us to convert MYOB to Xero.

Transaction Types that May Lead to Issues

If you select a transactional history option, we will attempt to convert all transactions. However, some transaction types may cause issues. See here for more information. 

Post Conversion Recommended Next Steps

Once you have accepted the Xero Organisation we recommend:
  1. Review your customised Action Checklist - Available in your completion email or on the status page.
  2. Comparing your data for peace of mind - more info.
  3. Do you have an Accounts Receivable or Payable Originals Account? - more info.
  4. Updating Chart of Accounts in Xero - instructions.
  5. Setting up your Bank Feeds - instructions.
  6. Helpful resources on using Xero.

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