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Xero conversion process - recording

Self-paced learning
Launch course

4 Advisor credits


Learning objectives

Understand the process of converting a client to Xero along with the key timing considerations before you convert a client.

Watch the recording and make sure you click the forward arrow to see the knowledge check question, after the video ends.

You can navigate back to the Xero Education Week homepage to check out other webinars.

Course outline

    In this course you'll learn how to:
    • decide the right Xero edition for your client
    • choose the right chart of accounts for your client
    • complete an example client conversion using the Xero Conversion Toolbox for importing conversion balances and BankLink transactions and journals
    • use the APS/MYOB AE fixed asset conversion macro
    • find conversion resources

Topics covered

  • Conversion

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