by Nathan Travers | Nov 22, 2023 | Xero Workarounds
Transaction types we can’t convert There are certain transaction types that Xero does not allow us to convert. We try to create transactions in Xero that match as closely as possible the transaction in the original software, although sometimes we have to use a...
by Nathan Travers | Nov 22, 2023 | Xero Workarounds
Credit card charge transactions are converted as transaction type...
by Nathan Travers | Nov 22, 2023 | Xero Workarounds
If you have multiple Accounts Receivable or Accounts Payable accounts in your QuickBooks chart of accounts then these will be merged into one single Accounts Receivable and Accounts Payable account in Xero. If you’re converting from Sage and “Batch invoice” was used...
by Nathan Travers | Nov 22, 2023 | Xero Workarounds
Some source systems allow transactions to be entered without contact details that are required for the same transaction in Xero. In these instances we create and use a “No Name” contact in...
by Nathan Travers | Nov 22, 2023 | Xero Workarounds
Xero defaults to rounding up. This may be different to the software system you’re converting from. If the sum of a line in Xero is calculated differently to that in the source then the quantity and unit amount will be dropped from Xero and only the line total will be...
