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Use the Conversion Toolbox

Live webinar

Free

1 HOUR

Learning objectives

The Conversion Toolbox is a free tool for Xero Partners that lets you securely connect to your clients' new Xero organisations and import data, including chart of accounts, conversion balances, Banklink transactions, contacts and more. This session will help you understand the benefits of using the Conversion Toolbox, and complete a setup of your client’s organisation ready to use for reporting and tax. For more information about the conversion toolbox, visit the Partner Resources page on Xero Central.

Course outline

    • How to use the Conversion Toolbox
    • Import Conversion Balances
    • Import 1 to 5 years of Historical Balances
    • Import Banklink Transactions and Journals

Topics covered

  • Conversion
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