Other Considerations

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 convert and will need to be set up post conversion.

Billable Expenses

Billable expenses cannot be assigned during the conversion. This information can be updated post conversion.

Budgets

Budgets do not come across as part of a conversion and can be set up post conversion.

Fixed Asset Registers 

Fixed Asset Registers do not come across during the conversion.

Notes

Information in "Note" fields are not converted.

Reports

Custom reports will not convert and will need to be recreated in Xero following conversion

Sales Tax

For US conversions Sales tax rates from QuickBooks Desktop (QBD) / Quickbooks Online (QBO) do not carry across into Xero’s tax rate settings during the conversion. These will need to be set up manually in Xero once the conversion is complete.
 
During the conversion, any sales tax amounts are entered as a secondary line, rather than being calculated at the transaction line level. As, Xero’s Sales Tax Report will only recognize transactions created natively in Xero, where the tax has been calculated at line level, the converted data will not appear correctly in the Sales Tax Report.
 
For this reason, we recommend timing the transition at the end of a reporting period (e.g. month-end). That way, you can finalize reporting in QBD/QBO for that period, and then establish your sales tax rates in Xero for the next period. This avoids having to reconcile or split figures between systems.
 
Going forward, once you have set up and maintained your sales tax types in Xero, you will be able to rely on the Sales Tax Report for all new transactions entered directly into Xero.

Time billing / Activities

Please note Time-billing / Activities information will not be converted.

Progress payments against quotes / orders

Deposits and payments against quotes and orders cannot be converted. Xero does not allow payments against quotes or deposits.

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