Step 1 - Prepare the Xero organization
Step 1
Prepare the Xero organization
Step 2
Prepare Quickbooks
Step 3
Submit QuickBooks for conversion
1.1 Update the Xero organization settings
- Go into the Xero account of the organization to be converted
- In financial settings, check that the accounting basis is the same as in Quickbooks
- In organization settings, update the 'Display name' to match the company name in QuickBooks exactly
1.2 Provide Jet Convert access to the Xero Organization
- Please invite us an Advisor with Manage Users access*:
- Name: Jet Convert
- Email address: [email protected]
1.2.1 How to provide Jet Convert access from within the Xero HQ (many at a time)
Click here for instructions on how to invite Jet Convert from Xero HQ.
1.2.2 How to provide Jet Convert access from within the Xero Organization (one at a time)
Cashbooks & Business Xero Pricing Plans:
- How to provide Advisor with Manage Users access from within a Xero organization.
Ledger Xero Pricing Plans:
- We cannot convert into ledger plans, please change the pricing plan to Cashbooks and then provide Advisor with Manage Users access from within the Xero organization.
