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Reviewing starting balances after conversion

Self-paced learning
Launch course

2 Advisor credits



Learning objectives

  • How to set the Conversion Date, verify Conversion Balances and enter Comparative Balances
  • add and merge Contacts
  • generate and publish Reconciliation Reports

Course outline

    Ensuring a Client has been converted with the correct Opening balances is very important. In this course, we'll show you how to verify the Conversion Balances, and review the accuracy of data within Reconciliation Reports.

    Note: This is part of initial Xero Certification as Elective course or can be taken as part of maintaining Xero Certification.

    Download the Quick reference guide for the course.

Topics covered

  • Conversion

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