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QuickBooks® Conversion Step by Step

Video series



Learning objectives

Ready to switch from QuickBooks to Xero? Start here! The process is incredibly easy; simply follow these simple steps and you'll be up and running in Xero today.

Course outline

    • Assess whether a company file is eligible for the QuickBooks® Conversion tool
    • Upload the file
    • Receiving the converted data
    • What to expect (sub-accounts and tracking categories)
    • Matching the balance sheet
    • Adjusting invoices and bills
    • Reapplying credits
    • Bank reconciliation
    • Resolving ""No Contact"" balance

Pre-course preparations

Prior to taking this course, we recommend you take the "Intro to Xero" course.

Topics covered

  • Conversion
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