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Plan ahead before converting your QuickBooks file

Video learning



Learning objectives

Determine whether conversion is a good fit for your file, and what you can expect to see after the conversion. Then, you’ll get a step-by-step guide for how to convert your file, and how to handle any items that need attention after the file is converted. Once you’ve completed this video, check out part two for how to review your converted data and start working in Xero.

Course outline

    • How to know if conversion is a good fit for your file
    • What will your data look like after conversion
    • Chart of Accounts
    • Contacts
    • Tax Rates
    • What data will convert
    • Identifying and fixing potential errors

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • Conversion

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