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Converting to Xero - the process and tools

Video learning



Learning objectives

Want to speed up the conversion process for your Xero cashbooks and ledgers, and Business Editions?
The Pilot release of the Xero Conversion ToolBox has been very successful and has been used by over 500 registered users to successfully import conversion balances and BankLink transactions.

We have now added the ability to import Chart of Accounts, Historical balances, Contacts and Invoices.

Course outline

    In this webinar we'll explore and learn best practice when it comes to applying these tools for converting to Xero.

    We recommend you sign up to the Xero Conversion ToolBox prior to watching this webinar. You can do that by signing up here .

    The webinar recording consists of a presentation (approx 40mins) followed by a short Q&A session (10mins).
    Check out some of the questions that were asked during the session in this Q&A document

    IMPORTANT NOTE: Please watch the recording first. Then, if you'd like to gain 5 Xero Advisor credits and are currently eligible to do so (i.e. you are Xero Advisor Certified) you can gain the credits by completing this Knowledge Check here

Topics covered

  • Conversion

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