Back to your search

Plan ahead before converting your QuickBooks file

Video learning

Free

40 MINUTES

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

More courses you might be interested in

New

Managing security in Xero

Protect your business with a strong defence View course

Web Link - 47 MINUTES

New

Get up to Xero-speed

Learn about 12 key features you’ll use regularly in Xero, and see how they make managing small business finances easier than ever. View course

Web Link

Still not what you're looking for?