Move client data into Xero with

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!

For 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.

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)

practice COA Additional history for added client

accounts and want to make full use old accounts to your new COA. All this new Chart of Accounts.

peace of mind

If the history exists in your file we can provide you an additional 2 years of transactional history for $110 per year. Use this data to enable the client to get a full copy of old transactions without having to go back to the old desktop software on that old computer.

Add monthly comparative balances for extended reporting

Do you want to track business performance over a period of time or understand seasonality? Month by month analysis can be converted when you select Monthly Comparative Balances. They are monthly journals in the P&L and balance sheets prior to the transactional history start date. They go back up to 5 years or as far back we can read the data in your

Custom Chart of Accounts to bring in Report Codes and Standardized

Do you have a set of standard of Xero’s powerful Report Codes. If you are a Bronze or higher Xero Partner bring your clients up to the latest smart feature that will save hundreds of hours in your Practice. Provide us during the conversion with your standard Client Practice Chart of Accounts. You map those that history will be present in Xero as though it had been run through source file..

Balances Only Service

For those files with transactions you want to forget, then use the Balances Only Service. The conversion brings across all the contacts / items / accounts and only the balances.

Can I convert my client’s file?

At the moment we provide a SAGE MYOB

RECKON

QUICKBOOKS (DESKTOP & ONLINE) MYOB - Australia, New Zealand, Singapore and Hong Kong Reckon - Australia Quickbooks Desktop - USA Quickbooks Online - USA Sage Peachtree - USA Sage Simply Accounting - Canada Banklink - Australia

Please check out our FAQ’S on our website www.jetconvert. com for detailed information about how data is converted should you have specific needs. Our customer support team are always available to assist with any conversion enquiries. So save your precious time, and overcome client objections, by using the Xero sponsored conversion service to move your client data into Xero. We look forward to assisting you to the cloud!!

FIND OUT MORE...

Visit our website at:

> jetconvert.com

Desktop data converted into Xero Fast. Accurate. Free.

• Every transaction for current plus previous financial year • Continue working in Xero from where you left off • Free thanks to Xero! BANK STATEMENTS