File Preparation
Changing GST Accounting Basis following a conversion
Changing GST Accounting Basis following a conversion Changing your GST Accounting basis at any time, be it post conversion or some time in the future, will have an impact on the GST history. For example, with moving from Cash to Accrual all the ...
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 ...
MYOB (AU & NZ)
What is Converted? Contacts Chart of Accounts Inventory Items Jobs / Categories / Classes Open Invoices & Bills Payroll Closed Invoices & Bills for the Transactional Period Converted What isn't Converted? Multi-currency. AUD must be the only ...
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. Issues that may prevent us from Converting in your Existing Xero Organisation To ensure a ...
How to Grant us Access to Your Online Accounting software
Source Accounting Software Australia 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 Essentials Business/ Account Right Live, click ...
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 ...
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 ...
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 Conversion Process This procedure is for our regular conversion service ...
Turning on Chart of Account Numbers
Adding numbers can help you identify the type of accounts, thereby speeding up your account selection on various forms. You might want to develop and follow a consistent account naming and numbering convention. Also please note it is essential for ...
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 Windows Select the file you want to Zip with the left mouse button click Right click > Send To > Compressed (zipped) folder Name the Zip File Macintosh Locate the items to zip in the Mac Finder (file system) Right-click on a file, ...
Check Your Accounting Basis
We create a Xero organisation based on 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 Australia Accounting Basis this should be ...
Timing
When is the Best Time to Convert my File? You are the best person to determine when the most appropriate time is to convert. Changing accounting software is an important step in your business journey so it is wise to allow for time to ask questions ...
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
First, check the internet browser that you are using. We recommend using Chrome to download Chrome: https://www.google.com/intl/en_au/chrome/browser/ If you are still getting an error on uploading your file it may be because of one of the following ...