Quickbooks Online (AU)
QBO Australia in Beta
Please note that QBO in Australia is still in Beta while we refine the software to smoothly transform QBO data into Xero. There are many changes required to customise the service for the Australian version of QBO which is what we are working on at the moment.
We would love to receive your QBO to help us in the development of our software, however please understand as the conversion will be used to identify improvements and recode the software that there is no guarantee on turnaround time as there is with our usual conversion service.
We also may need to put your conversion on hold while we process Beta QBO conversions received ahead of you. If this is required we will contact you to ask that you keep working in QBO until we are ready to start on your conversion.
Your patience and understanding is appreciated while we are in Beta. If your client has time pressures they may not be a good candidate to use our service at this point in time. We will notify you by email when it has been commercialised and is available as a regular conversion service.
What is Converted?
- Contacts
- Chart of Accounts
- Inventory items
- Classes
- Open invoices & bills
- Closed Invoices & Bills for the Transactional Period Converted
- Transactions
- Payroll - at this point in time payroll set-up does not convert and you will need to add this information manually into Xero post-conversion.
How to do the conversion with us
Step 1: Tidy up QBO
2.1 Start the conversion via our website.
2.2 Select Quickbooks Online
(AUS) and click Load
.
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 qboau@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 qboau@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.
Transactions with link to delayed payment
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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