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Get to work after your clients QuickBooks-to-Xero conversion

Live webinar

1 CPE credit

2 Advisor credits



Learning objectives

Take the step-by-step review of your clients converted data, including trial balances, bank reconciliations, conversion balances and more. Once you teach your client how to accept the subscription and understand details of the converted organization – your client will be ready to work.

Publication date: March 8, 2017

Course outline

    • How to accept the subscription for the new organization
    • A step by step review of the converted data: Trial Balances
    • Bank Reconciliation
    • Invoices and Bills
    • Conversion Balances
    • Important things to know about converted organizations

Pre-course preparations

This is part two of the webinar series. Click here to register for Part 1 of this webinar.

Topics covered

  • Growth
  • Conversion
  • My Xero
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