File Preparation
Converting into Existing Xero Organisations
We cannot complete the conversion until we have access to the Xero organisation for us to convert into. Xero Approved Partners If you have spoken to your Xero Account Manager and they have provided you with a link to use this service then you have ...
How to Grant us Access to Your Online 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 your business name and ...
QuickBooks Online (AU)
QBO Australia You will need to invite us to have access to QBO as part of the conversion process - see 'HOW to do the conversion with us' below. What is Converted? Contacts Chart of Accounts Inventory items Classes Open invoices & bills Closed ...
Turning on Chart of Account Numbers - Quickbooks & Reckon
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. For example: 1000-1999 - Assets ...
Deleting Jobs
Xero does not recommend more than 20 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)
Quickbooks Preparation Checklist NOTE: This conversion service is only for the USA version of Quickbooks into the USA version of Xero. If your company pays tax outside the USA then, unfortunately, you will need to consult another conversion supplier. ...
Reckon (AU)
Reckon Preparation Checklist It is ESSENTIAL that you work through the information detailed on this page before uploading your file for conversion. This will ensure that you will have a cleaner conversion to Xero, and highlight if there are any ...
MYOB (AU & NZ)
MYOB Preparation Checklist It is ESSENTIAL you work through the information detailed on this page before starting your conversion. This preparation needs to be completed in the file access that you are providing. This will ensure that you will have a ...
Quickbooks Online (US)
For information on QBO conversions for Australia please go here. What is Converted? Contacts: All contacts convert, even archived contacts as they may have been used in transactions, you can archive them in Xero following conversion - more ...
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 ...