Back to your search

QuickBooks® Conversion Step by Step

Video series

Free

16 MINUTES

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
Watch videos in series

More courses you might be interested in

Xero Tips & Tricks

Get Xero savvy. Learn all the tips & tricks of the trade! From managing cash to cash basis reporting, we'll show you quick and efficient ways of doing things. View course

Video learning - 15 MINUTES

Shoeboxed.com Together with Xero

Learn how Shoeboxed.com's scanning tools make it easy to export documents into Xero. View course

Video learning - 15 MINUTES

Still not what you're looking for?