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Manual Conversion Step-by-Step

Self-paced learning
Launch course

3 Migration credits


Learning objectives

Get your clients set up and ready to work using manual conversion. You'll learn how to get your clients' data into Xero to set them up for success.

Course outline

    • Set up a client's Chart of Accounts in Xero
    • Enter conversion balances
    • Substantiate receivables and payables balances
    • Set up tracking categories
    • Enter contacts
    • Connect bank accounts to Xero

Pre-course preparations

Recommended complete Migration Certification

Topics covered

  • Bank
  • Settings
  • Conversion

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