MYOB – File Preparation


The cleaner your file – the smoother your conversion to Xero.


What NOT to do prior to starting your conversion to Xero:

  1. Do not start a Xero Organisation unless you are a Xero Partner with approval from Xero to convert into Existing Xero Organisations. If you have already started a Xero subscription and should not have click here for instruction on how to proceed. IMPORTANT NOTE: We cannot convert to a trial version of Xero.
  2. DO NOT ROLL YOUR FILE. If you have already rolled your MYOB file DO NOT ATTEMPT TO ROLL BACK AGAIN. (Desktop only)

BEFORE you start your MYOB conversion with Jet Convert:

MYOB Account Right Live: If Payroll is essential to your conversion please read here for your options prior to starting the conversion.

ESSENTIAL File Preparation:

ATTENTION: Please note if the Essential File Preparation is not completed prior to starting a reconversion charge may apply. If you are not comfortable processing the above steps we have approved trainers who regularly process conversion and can handle this process for you.

*WARNING: Some banks require credit cards to be set up as bank accounts in Xero in order to connect bank feeds. 
See here for more information.

OPTIONAL File Preparation:

Next steps

Conversion turnaround time

The conversion will take up to 3 business days for desktop files and up to 5 busines days for online files from when you have:

  1. Selected your conversion service
  2. Provided us with access to the online file (onine conversions only)
  3. Advised as to how you want the bank accounts to be treated in Xero (premium packages only). *

* Please be advised -If bank mapping is not completed within a 48 hour timeframe we will complete this on your behalf.