Why are not all suppliers/customers imported?
The answer is they are there its just that Xero needs a transaction to classify them.
Xero automatically assigns contacts as suppliers and customers as soon as a bill or invoice are raised against them. If you look at the Contacts and think that suppliers or customers are missing, the contacts are there, but just not yet categorised as there are no bills/invoices raised against them. Just search for that contact in 'All'.
Xero does not allow for duplicate contacts, however, some software packages require the contact to be entered as both a supplier and a customer. If you have this scenario both contact entries will be added with a unique identifier added to one duplicate contact.
Post-conversion you can
- please make sure that you merge them into the most up to date contact details.
Contacts Contact details with addresses sorted into Postal and Street in Xero. We check every phone number and make sure the mobile number ends up in the mobile field. We also check each address for variations of PO Box and automatically move it into ...
Paid Bill or Invoice Showing an Amount Due You may find that an invoice/bill is showing as unpaid even though there should be $0 amount due. All of your reports are displaying the correct balances but when you view this particular invoice/bill it ...
Invoice, Payslip & Other Templates
Templates are NOT brought across to Xero for the following reasons: Templates are not contained in the accounting file itself Other products are inconsistent in how they treat templates so we can’t bring them across. Payslip Template You will need to ...
Customer Job tracking
During the conversion, we only migrate tracking associated with "Jobs" and not "Customers". Customer Job tracking is a function in Reckon and Quickbooks. When the tracking is set up against a ‘customer’ it is not linked to a ‘job’. During the ...
BankLink to Xero conversions are only available in Australia. How Data is Converted Data converted: Basic Chart of accounts* Coded transactions for the current financial year (coming across like bank feeds) Reconciled transactions convert as ...