Quickbooks Online (US)

Quickbooks Online (US)

What is Converted?

  • Contacts: All contacts convert, even archived contacts as they may have been used in transactions, you can archive them in Xero following conversion - more information
  • Chart of Accounts: All accounts as per the source file, if there are no account numbers our software will post a system-generated number instead, account hierarchy will need to be set up in Xero post-conversion as we cannot bring across accounts as headers - more information
  • Inventory items: Tracked inventory is not converted, you can add that into Xero post-conversion - more information
  • Classes: More than 100 Classes will attract a fee, if there are more than 500 Classes they will not convert - more information
  • Open invoices & bills: Anything open can be dealt with in Xero following conversion - more information
  • Transactions: Invoices, Quotes and Orders with full line item details and all payments against them - see her for more information.

How to do the conversion with us

Step 1: Tidy up QBO.


Step 2: Register your details

2.1 Start the conversion via our website.

2.2 Select Quickbooks Online and click Load.


2.3 Fill out your details and click Proceed.


2.4 Take note of the conversion ID on your status page. In this example the ID is 139061.




Step 3: Invite Us Into your QBO

Please invite us in as:

File Type
Access Level Required
Business
Company Admin Access
Practice
Full Access

3.1a Log into your QuickBooks Online and into your organisation.
3.2a Click on the Settings button top right.
3.3a Go to Manage Users, Add a New User.
3.4a Choose user type as Company Administrator.
3.5a Enter email qbo@jetconvert.com
3.6a Enter Ref as the First Name and provide the 6 digit conversion ID that you have been assigned for the last name.

If you would like to convert your client's QBO via your practice organisation or if you are the business and you are not the primary user, you will need to invite or grant us access to QBO like this:

3.1b Go to Your Team > Add User.
3.2b First Name: Jet Last Name: Convert.
3.3b Enter email  qbo@jetconvert.com
3.4b Firm Administration and Books > Full Access.
3.5 b Client Access > Select all the clients you want us to convert.

We request that you do this as soon as possible as the conversion cannot start without your invitation.
If you only have a Simple Start Version, please invite us as an Accountant.
 
After you finish this process, you can see the status of the invited user.


Please note that you cannot cancel your QBO subscription until the conversion is complete.

Warning: Live files

Please note.  Quickbooks Online is a live system with bank feeds active. We will do our best to complete the conversion as fast as possible. If you have bank feeds or automatic invoicing then accounts such as AR or AP or bank balances will change daily. We will deliver the Xero organisation based on the status of the QBO data when we gain access to your entity.

Step 4: Select your package

After some time your status page will update to enable you to choose your Package Selection. This may take a matter of seconds up to a few hours depending on the data in your file. Try refreshing your status page to see if the package selection is available.

The options you'll be provided are specific to your file. Select the service and history option that best meets your needs. Then process payment.

Should you realize you have uploaded the wrong file you can cancel the conversion by selecting the 'Cancel Conversion' button.

Step 5: The conversion commences

5.1 We will connect to your QBO account and extract the data.

5.2 The process continues and you will be asked to confirm bank accounts in the conversion process to Xero if you selected an Insight or Accelerate packages.

5.3 The new Xero Organisation should be delivered to you in 5 business days. We will contact you if it looks like it might take longer.

If your transactions have a link to a delayed payment we will be unable to convert transactional history as it is not available through the QBO API. If we encounter these transactions we will need to offer you a $0 balances instead.

Please see screengrabs below for an example of what these transactions look like:





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