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Xero conversion process

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.

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

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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