What are the steps involved in doing a conversion?

What are the steps involved in doing a conversion?

This procedure is for our regular conversion service where we create the Xero Organisation and transfer it to your nominated Xero subscription email address. If you wish to convert into an existing Xero Organisation please see this knowledge base article here.

1. Pre-conversion preparation

There is some 'tidy-up' work that we recommend you do in the file prior to conversion:
  1. How to prepare the source software
IMPORTANT - Our software creates the new Xero organisation as part of the conversion process. Please do not start a Xero subscription but wait for us to send it to you at the completion of the conversion. If you would like to convert into an existing empty Xero organisation, please see here.
We recommend ceasing work in your source file while we convert the data otherwise our Quality Assurance checks may fail. Please contact us if you need to work in your source accounting software before the conversion is completed.

2. Create a backup for upload

DESKTOP FILES
Take a backup of your file:
  1. How to do a back-up of your MYOB file (AU & NZ)
  2. How to do a back up of your Reckon file (AU only)
  3. How to do a back of of your QB Desktop file (US only)
Zip your file to reduce the time to upload. Do not password protect the zip file. Then go to our website and click the green 'Start Your Xero Conversion' button.

When the form appears fill in contact information for yourself, and the e-mail address to which we should send the Xero subscription (this email will enter the payment details for Xero).

ONLINE SOFTWARE
Go to our website and click the green 'Start Your Xero Conversion' button.

Select your source online software type (you can select the bulk options if you have many to convert).


When the form appears fill in contact information for yourself, and the e-mail address to which we should send the Xero subscription (this email will enter the payment details for Xero).


Note: The conversion will not start until you have provided us with the correct access to your online source software.

3. Select your conversion service

You will receive an email advising go to your status page to select your Package selection. This may just be a matter of seconds or make take a few hours, it depends on the data in your source accounting software.  Select the service that best meets your needs. 

If you have decided that you are not ready to convert or you need to make changes you can  click on the red Cancel button or email support@jetconvert.com with any questions you may have.

4. Client input

At this point, once we have read the source accounting data, we may require your input to continue. If so we will send you an email. Some of the reasons we might require your input are:
  1. You Selected a Premium package and need to complete your Bank Account Mapping.
  2. You have Non Standard Tax Codes in the Source data that need to be aligned to Xero standard tax codes.
  3. You have selected a package that does not accommodate the data in your file and we need your approval on how you would like to proceed.
From here we take up to 3 business days to complete the conversion with MYOB desktop files, and up to 5 business days for all other software types. Accelerate packages receive priority service so that we deliver as quickly as possible to you.

5. All done!

At the completion of the conversion, you will receive an email with your post-conversion Action Checklist with recommended next steps. It is extremely important that you follow the instructions in this document.

The Xero subscriber is sent an email from xero.com with a link to taking over the Xero subscription. Click on the link in this e-mail and then either login using an existing Xero username and password, or register with Xero if you have not done so before.
Here is a link to  more information with screen grabs on the conversion process.


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