The cleaner your file – the smoother your conversion to Xero.
- WE CAN CONVERT:
- AccountRight Live
- AccountRight Enterprise depending on how it has been used (AU only)
- All other AccountRight versions
- MYOB Premier & MYOB Basics
- AccountEdge (Under Accelerate)
- MYOB NEW Essentials (AU Only)
- MYOB Business (AU Only)
- WE DO NOT CONVERT:
- MYOB old Essentials
- Multi-currency or multi-location files
- Files with negative inventory
- If the file uses WET/WEG
What NOT to do prior to starting your conversion to Xero:
- 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.
- 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.
- See our website for transaction types that typically cause issues
- Check what data will and won't convert against your specific needs
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Ensure MYOB is set to the correct GST accounting basis (cash or accrual) in the file supplied
Desktop: Go to Set up > company information > BAS information Online : Company Name > Report Settings > Accounting Method & GST Reporting Method (need to be the same)
*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.
- Reconcile Accounts Receivable/Accounts Payable - review the AR/AP detailed reports and ensure all invoices/bills and credit notes are current. Apply all credit notes unless current.
- Ensure that Accounts Receivable, Accounts Payable and GST accounts do not have Account type as Bank Account.
- For NZ clients - we need your GST/IR number to convert the file.
- If you have used Undeposited Funds for Sales ensure the source file and mapping are set up as a Bank - To ensure this links to the contact history.
- Online Versions: Once you have started a conversion please stop working in the source file. Anything added to the file after this point can not be guaranteed to be included.
OPTIONAL File Preparation:
- Check that the balances in all reconciled bank accounts and credit cards match the bank statements as of the last reconciliation date.
- Confirm that the Accounts Receivable/Accounts Payable reconciliation report balance matches the balance in the General Ledger.
- Check how non-standard tax codes are treated.
- Ensure all clearing accounts are reconciled to NIL.
- Ensure all bank transactions you want converted are coded.
- Run a verification of the MYOB file (File > Verify Company File). If errors occur, we can fix these for you under our Accelerate Package.
- Check that all employees have an accurate USI/SPIN
- Pay Superannuation to date through the MYOB file (if applicable)
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:
- Selected your conversion service
- Provided us with access to the online file (onine conversions only)
- 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.
