Quickbooks Online (US)
What is Converted?
- Contacts
- Chart of Accounts
- Inventory items
- Classes
- Open invoices & bills
- Closed Invoices & Bills for the Transactional Period Converted
- Transactions
Conversion Process
Step 1: Tidy up QBO.
Step 2: Register your details
2.1 Start the conversion via our website.
2.2 Select QuickBooks Online and click Load.
2.3 Fill out your details and click Proceed.
Step 3: Invite Us Into your QBO
If you are an Accountant or Bookkeeper see here for instructions
We request that you do this as soon as possible as the conversion cannot start without your invitation. If you only have a Simple Start Version, please invite us as an Accountant.
Please also note that we cannot convert read-only or QBOs with cancelled subscriptions. The QBO account must be active for us to convert QBO into Xero.
Please note. QuickBooks Online is a live system with bank feeds active. We will do our best to complete the conversion as fast as possible. If you have bank feeds or automatic invoicing then accounts such as AR or AP or bank balances will change daily. We will deliver the Xero organisation based on the status of the QBO data when we gain access to your entity.
Step 4: Select your package
Please see here for more on our packages.
Step 5: The conversion commences
Step 5: The conversion commences
5.1 We will connect to your QBO account and extract the data.
5.3 The Conversion will be completed and to you in 5 business days. We will contact you if it looks like it might take longer.
Problem transactions in QBO for conversions
Transactions with link to delayed payment
If your transactions have a link to a delayed payment we will be unable to convert transactional history as it is not available through the QBO API. If we encounter these transactions we will need to offer you a $0 balances instead.
Please see screengrabs below for an example of what these transactions look like:
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