14 STEP CONVERSION FROM QUICKBOOKS TO XERO
QB files can't be older than 2007 edition
Quickbooks files for conversion must be in
- .qbb
- .qbw
- .qbxml
Accountant's verions or MAC files will need to be converted to one of the above formats
- IMPORTANT: Make sure Quickbooks for conversion to Xero is equal to or less than 1 GIGABYTE or If Quickbooks online? it needs to be exported as qbxml file.
- Confirm multi-currency in Quickbooks has not been activated.
- Quickbooks Chart of Accounts must have fewer than 700 accounts.
- Quickbooks Chart of Accounts must NOT have duplicates nor the same number. (Before you uplaod your Quickbooks file, make sure you have assigned numbers in your chart of accounts)
- Delete inactive accounts
- Turn on account numbers in QB
- If turned on each QB account has a UNIQUE number/ID.
- If using any online services, make sure all accounts have posted and disconnect any online services
- Go to Xero 'home page if you dont have login and start a free trial if you dont have Xero account.
- Go to My Xero and add your organization if you haven't done so already.
- Important: Make sure you click on the link: " Convert your Quickbook file for free" <-- I failed to click on it and later found out that once you are at the point of no return that you will need to recreate a new organization all over again and click on conversion option.
- Enter name of organization and check box to convert my Quickbooks file and click continue
- Browse computer to select Quickbooks file you have prepared.
- Check the box if your Quickbooks file has a password: and enter your Ad