- Do not change any account types in MYOB before the conversion.
- Do not start a Xero subscription prior to the conversion as we set up an entirely new Xero org for you based on the MYOB file sent to us.
- Do not roll the MYOB file. If it is in the current financial year you will receive transactional history for the current financial year only. So if the MYOB file is in 2016 the transactional history will start from 1 July 2015.
- We recommend leaving the chart of accounts, items and card details (for suppliers, customers and employees) untouched in MYOB and cleaning them up once they are in Xero. The reason is two-fold:
- It is much faster to archive contacts and delete or edit items in Xero. It can be done in bulk and with an easy overview. For accounts, it gives you a clear audit trail when journaling account balances and archiving accounts in Xero.
- 2.Technically, the conversion needs contacts, accounts and items as they were when they were created in MYOB. That means we have to re-create them, even if you have made them inactive in MYOB, and you will need to do the work to archive them again in Xero.
Modified on: Tue, 28 Mar, 2017 at 5:20 PM
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