What are the steps involved in doing a conversion?
This article is for our regular conversion service, where we create a new Xero organisation and hand it over to you after completion.
Not sure which applies to you?
| I don't have a Xero organisation yet | You're in the right article. We'll create one for you as part of the conversion. |
| I already have an empty Xero organisation | Use the existing Xero organisation procedure instead. |
1. Pre-conversion Preparation
There is some 'tidy-up' work that we recommend you do in the file prior to conversion:
IMPORTANT - 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. Conversion Preparation
DESKTOP FILES
Take a backup of your file:
- How to do a back-up of your MYOB file (AU & NZ)
- How to do a back-up of your Reckon file (AU only)
- How to do a back-up of your QB Desktop file (US only)
Zip your file to reduce the time to upload. Do not password-protect the zip file, and ensure that there are no other files or folders in the zip. Then go to our
website and click the green 'Start Your Xero Conversion' button.
When the form appears, fill in your contact information for yourself, and the email address to which we should send the Xero subscription (this email will enter the payment details for Xero).
ONLINE SOFTWARE
Select your source online software type (you can select the bulk options if you have many to convert).
When the form appears, fill in your contact information for yourself, and the email address to which we should send the Xero subscription (this email will enter the payment details for Xero).
Next, provide us with access to your online accounting software by following these steps:
- How to Grant us Access to Your Online Accounting software - for Australia
- How to Grant us Access to Your Online Accounting software - for United States
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 you to go to your status page to select your package. This may just be a matter of seconds or may take a few hours, it depends on the data in your source accounting software. Select the service that best meets your needs.
Note: Transactional history in MYOB Desktop (this only refers to .MYO files) is limited by the financial years still open. Once a financial year is closed, we cannot extract transactional data. Please do not roll back, as it corrupts the data.
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:
- You selected a Premium package and need to complete your Bank Account Mapping.
- You have Non-Standard Tax Codes in the Source data that need to be aligned to Xero standard tax codes.
- 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 can 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 familiarise yourself with the instructions in this document.
The Xero subscriber is sent an email from xero.com with a link to take over the Xero subscription. Click on the link in this email 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.
- Here is a link on how to take over a Xero subscription.
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