QB Enterprise ( Desktop ) – File Preparation


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

What not to do before uploading your QuickBooks entity file to Jet Convert:

  1. Do not start a Xero Organisation unless you are a Xero Partner with approval 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.
  2. Do not change any account types in QuickBooks prior to conversion.

BEFORE you upload your QuickBooks entity to Jet Convert:

ESSENTIAL File Preparation:

ATTENTION: Please note if the Essential File Preparation is not completed prior to upload a reconversion charge may apply.

*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 QuickBooks desktop files:

Turnaround time:

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

  1. Selected your conversion service
  2. Provided us with the QuickBooks file password
  3. Advised as to how you want the bank accounts (Cash and Cash Equivalent) 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.