File Preparation
How to Grant us Access to Your Online Accounting software - for United States
Source Accounting Software QuickBooks Online If you are a Practice: Go to Settings > Your Company > Your Team > Add User Add First Name = Jet , Last Name = Convert , Email = qbo@jetconvert.com > Next On the Access to your Firm's QuickBooks option, ...
How to Grant us Access to Your Online Accounting software - for Australia
Source Accounting Software MYOB MYOB Business/Account Right Live Please ensure when inviting us into MYOB Account Right Live that you are in the browser version of MYOB Account Right Live. In MYOB Business/Account Right Live, click the settings or ...
MYOB Online
What is Converted? Contacts Chart of Accounts Inventory Items Jobs / Categories / Classes Invoices & Bills Payroll Transactional History (dependent on package selection) What isn't Converted? Multi-currency. AUD must be the only currency (more info). ...
MYOB Desktop (AU & NZ)
What is converted? Contacts Chart of Accounts Inventory Items Jobs / Categories / Classes Open Invoices & Bills Payroll Transactional History (dependent on package selection) What isn't Converted? Multi-currency. Native Currency must be the only ...
Existing Xero Organization Conversion Service Steps - United States
To understand more about this process go here for more information Conversion Steps The procedure for converting an Existing Xero Organization is similar to the standard process but with slight variations. Please follow the steps below: Prepare the ...
Existing Xero Organisation Conversion Service Steps - Australia
To understand more about this process go here for more information Conversion Steps The procedure for converting an Existing Xero Organisation is similar to the standard process but with slight variations. Please follow the steps below: Prepare the ...
How to Bulk Upload Files
About the bulk upload option When you get to the file upload page you have the option to upload just one file, or many files at once. If you choose to bulk upload files then your contacts details and selected package will apply to all files uploaded, ...
Converting into Existing Xero Organisations
We require correct access to the Existing Xero Organisation to complete the conversion. The conversion will be placed on hold until correct access is obtained. What is this Service? This is where you have already purchased a Xero Pricing Plan and are ...
Verify Superannuation USI Data prior to Conversion
Please see steps below to verify Superannuation USI data prior to conversion. 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 Reckon To get the SPIN ...
QuickBooks Online (AU)
What is Converted? Contacts Chart of Accounts Inventory items Classes Open invoices & bills Closed Invoices & Bills for the Transactional Period Converted Transactions Payroll What isn't Converted? Multi-currency. AUD must be the only currency. ...
Turning on Chart of Account Numbers
Turning on account numbers in your source can help you quickly identify the account, streamline selection when entering transactions and customising reports. We recommend developing a consistent naming and numbering convention for chart of account ...
How to Backup your file
How to create a MYOB File backup Firstly, open your MYOB file. Click on the File menu, and go down to Back Up If prompted please make sure that you Backup Company File only. From here, you will get a new Pop Up box prompting you to select where to ...
Deleting Jobs
Xero does not recommend more than 100 tracking categories due to potential reporting performance issues. They have a hard limit of 2450 tracking categories therefore in some instances you may need to reduce the number of jobs in the file to meet the ...
How to Zip Files
How to Zip a File Zipping your file reduces its size and helps ensure a smooth upload. Follow the steps below for your operating system: Windows Locate the file you want to Zip With the mouse left click to select Right click the file > Send To > ...
Check Your GST Accounting Basis (AU)
We set up the Xero organisation based on the Accounting Basis in your source file. It is recommended that you check this and correct if necessary prior to uploading the source file to us for conversion. NOTE: For Australian Conversions set the ...
Quickbooks Enterprise / desktop (US)
What is Converted? Contacts Chart of Accounts Inventory items Jobs / Categories Open invoices & bills Closed Invoices & Bills for the Transactional Period Converted What isn't Converted?: Multi-currency. USD must be the only currency. Inventory ...
Reckon (AU)
What Versions of Reckon do you Convert? The Reckon conversion service is for Australia only. Please see here for what we can convert. Some types of transactions may also lead to conversion issues please see more information about these here. What is ...
Quickbooks Online (US)
For information on QBO conversions for Australia please go here. What is Converted? Contacts Chart of Accounts Inventory items Classes Open invoices & bills Closed Invoices & Bills for the Transactional Period Converted Transactions Conversion ...
I can't upload my Desktop file
If you're having trouble uploading your file, here are some steps to troubleshoot the issue 1. Use a supported browser - We recommend using Google Chrome for the best upload experience download Chrome here 2. Check the file type - Ensure your file ...