Move client data into Xero with NO headaches and NO Excel spreadsheets! Create a mirror version of your client’s data in Xero as easy as 1,2,3,4! F
or those of you who have done a manual conversion, or completed Xero U’s conversion module, you’ll know how tedious and time consuming it can be to move client data into Xero from existing accounting software. Such a waste of time when you could be doing some real value add stuff for your clients. We know how hard it is. Five years ago we started converting data into Xero manually. After thousands of hours and over 300 rules it is now a fully automated process and Xero loved it so much that they pay us and provide this service to you for free. We are Xero’s trusted conversion supplier in Australia, USA, New Zealand and Asia with more than 35,000 conversions completed. Easy as 1,2,3,4 1. Go to the Jet Convert website and upload the file from your source data. For Quickbooks Online just invite us in. 2. Choose the free sponsored conversion, with optional extras. 3. Confirm the bank accounts and some tax codes you want set up in Xero. 4. Take over the Xero Subscription and follow instructions in our Action Checklist.
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Do not 1. Create a new Xero Subscription we do that for you. 2. Spend too much tidying up the source file - it is much easier in Xero with full audit process. Follow our detailed instructions. 3. Archive or roll the file or do any of the other things in your old file that can lose you data or data integrity. Our staff lovingly look after your data as we extract it, reform it into Xero “speak”, push into a new Xero organization and then run multiple checks to make sure the Xero file absolutely balances with your old file. Our staff may do some further Quality Assurance work to ensure you do not have to do any work when the Xero Organization is presented to you at the end of the process. Why use our automated conversion? Moving from old desktop software to Xero without automation is very labour intensive. The downside is that only balances and open invoices are brought across in a manual conversion. Jet Convert brings full transactional history in. Allowing you to create value for your clients by helping them to understand business performance
@JetConvert
Hugh Butler, General Manager, Jet Convert Since the mid 70’s Hugh has a passion for technology. His first experience with accounting systems was on PDP11’s in the early 80’s. Since then, Hugh has used or installed accounting systems ranging from desktop to multi-million deployments in his own or other businesses. As the General Manager of Jet Convert he focuses on leadership of the team with a passion for customer service. Originally a scientist, turned technology enthusiast, Hugh has been a founder or involved in over 10 businesses including startup companies since early 1990’s and continues to coach or mentor businesses. In the last 2 years Hugh has become an author with a book for change management for the health and diet – The Take-Out Diet. That, Jet, and grandchildren keeps him young.
and trends and providing a safety net for clients who want to access old accounting data. So why not save the hours/days it takes to do a manual conversion yourself and get Jet Convert to do it for you? Leverage those hours/ days with your client to implement smarter systems and provide insightful advice. What do I get as part of Xero’s sponsored conversion service All conversions provide the following: • Transactions for the current plus previous financial year • Contacts • Chart of Accounts • Items • Open invoices & bills • Unreconciled transactions • Bank Transactions, journals, all the accounting data • Jobs and Classes • Australian files also receive Payroll setup (with payroll balances, all employee details, pay items and templates)
XU Magazine - the independent magazine for Xero users, by Xero users. Find us online at: xumagazine.com
