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QuickBooks Conversion - Converting your QuickBooks file to Xero

Video series

Free

1 HOUR 33 MINUTES

Learning objectives

This series consists of two parts:
Part One: Plan ahead before converting your QuickBooks file
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.

Part Two: Get to work after your QuickBooks-to-Xero conversion
Take the step-by-step review of your converted data, including trial balances, bank reconciliations, conversion balances and more. Once you learn how to accept the subscription to your new organization and understand details of the converted organization – you’re ready to work.

Course outline

    Part One: Plan ahead before converting your QuickBooks file
    • 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
    Part Two: Get to work after your QuickBooks-to-Xero conversion
    • How to accept the subscription for your 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
    • Start working in Xero

Topics covered

  • Conversion
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