Where to setup USI numbers in your source data?
MYOB
To get the SPIN or USI, please follow the steps below:
- Go to Lists in your MYOB.
- Click Superannuation funds
- Select Fund
- Check details of USI
Reckon
To get the SPIN or USI, please follow the steps below:
- Go to Employee Centre in your Reckon.
- Open Each employee
- Select Super Details
Quickbooks Online
To get the SPIN or USI, please follow the steps below:
- Go to your Quickbooks.
- Click Employees
- Open Each Employee
- Select Super Funds
- Check details of Product Code
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Other Considerations
Account numbers The hyphen is removed from the number as part of the process, for example 4-1000 in MYOB becomes 41000 in Xero or 4.100 in Reckon comes across at 4100. Note Xero has a limit of 10 numbers, so if the source is longer it maybe truncated ...
Ensuring Super USI's are maintained Prior to Conversion
To ensure the data is there prior to conversion please see the steps for maintaining your source file MYOB Desktop To get the SPIN or USI, please follow the steps below: Go to Lists in MYOB. Click Superannuation funds Select Fund Check details of USI ...
Chart of Accounts
Chart of Accounts All accounts including bank accounts come across in the conversion regardless of their status. This is because there may be transactions associated with these accounts. If you have accounts that you do not want to use you can ...
Frequently asked questions for first time conversions
How does it work? You will be asked to upload a desktop file or provide access to your online company. We will replicate the data from your accounting software in Xero. If you use the regular service subsidised by Xero we will create the Xero ...