![]() Receive the Xero subscription & post conversion Action ChecklistĪt the completion of the conversion you will receive an email with post conversion Action Checklist as a PDF. Accelerate packages receive priority service and we aim to turn them around faster than that as much as possible. MYOB conversions are completed in up to 3 business days, other software types in up to 5 business days. You can now sit back and relax until you hear back from us. The conversion then progresses through a number of stages including data transfer into Xero, payroll set up (if applicable, Australia only) and a conduct of checks and balances prior to completion to ensure the information has come across as expected. IMPORTANT – Before you navigate away from the status page read EVERYTHING carefully and call us if you are unsure of any information displayed there. Conversion (where it happens!)įrom now on your conversion status page will show you where the conversion is at. Otherwise from here we take up to 3-5 business days to complete the conversion though more often than not we will get it to you sooner. If you selected the custom Chart of Accounts option to map the Xero Chart of Accounts you will receive a separate email asking you to perform this step. Select the bank map account types and then hit the green Continue button to get the conversion happening. This is because you cannot create manual journals to bank accounts in Xero. ![]() We recommend that any accounts that require bank feeds or reconciliation be set up as bank accounts or credit cards and all other accounts be changed to an asset or liability account. In your file, bank accounts will be set as either bank, credit card, asset or liability. At this step you can review and, if necessary, change bank account types prior to conversion. This could be immediately or make take a few hours. Premium packages then go to another page to advise us how you want the bank accounts to be treated in Xero. ![]() You are entitled to a full refund if we cannot complete the conversion for you.Ĥ. If you ordered a premium package we then direct you to the status page to pay via Master or Visa card. To proceed click the green button according to the package that suits you best. Should you wish not to proceed just click the red Cancel button. If unsure about the selection to make please email or hop onto chat. Accelerate package for large & complicated files, maximum history possible & priority service.Insight package to provide additional reporting in the form of monthly comparatives.Standard package for a simple service on a budget.The service page will default to the maximum amount of history that can be provided under every service package. Note these steps are slightly different for QBO (USA only) – go to the QBO knowledgebase article for more information. You then fill in contact information for yourself, and the e-mail address to which we should send the Xero subscription once the new Xero org has been created. If you navigate away from the screen prior to the upload finishing you will need to start over again. So perhaps this is a good time to go get a cup of coffee while our server does its thing! Usually you only need to wait around 5 – 10 minutes though it can take up to 30 minutes depending on your broadband and file size. Please allow some time for the upload to occur, especially if your internet speed is slow. ![]() To get started go to our website and click the green ‘Upload’ button. Perform a backup to compress the file and reduce the time it takes to upload. More information on preparing your file for conversion can be found on our Frequently Asked Questions (FAQ) page. * The conversion date is the start date from which we bring across historical data from the source file. But because it is a lot easier to perform functions such as reconciliation in Xero we suggest that you leave unreconciled items unreconciled and open invoices open, as long as these transactions are after the conversion date*. There is some ‘tidy-up’ work that we recommend you do in the file prior to conversion. ![]()
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