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- Limitations - Xero - Workarounds - Accounts receivable and payable
- Limitations - Xero - Workarounds - No name transactions
- Limitations - Xero - Workarounds - Payroll
- Limitations - Xero - Workarounds - Transaction types
- Limitations - Xero - Workarounds - VAT/Tax
- Limitations - Xero - Workarounds - Bank and credit cards
- Limitations - Xero - Workarounds - Rounding/decimal places
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- Limitations - All destinations - Foreign Currency
- Limitations - QuickBooks - General - Complications
- Limitations - QuickBooks - Workarounds - Bank
- Limitations - QuickBooks - Workarounds - Credit cards
- Limitations - QuickBooks - Workarounds - Decimals/rounding
- Limitations - QuickBooks - Workarounds - Multiple payables or receivables
- Limitations - QuickBooks - Workarounds - Payroll
- Limitations - QuickBooks - Workarounds - Sage batches
- Limitations - QuickBooks - Workarounds - Transaction types
- Limitations - QuickBooks - Workarounds - VAT/Tax
- Limitations - QuickBooks - General - Complications - General
- Limitations - QuickBooks - What data will be converted?
- Limitations - QuickBooks - What data won't be converted?
- Limitations - Complications - Volume limits
- Limitations - Complications - Converting from Sage
- Limitations - Complications - Converting from FreeAgent
- Limitations - VAT/Tax Returns Don't Agree
- Show Remaining Articles (2) Collapse Articles
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- Post-conversion - QuickBooks - Bank reconciliation
- Post-conversion tasks - QuickBooks - VAT/tax
- Post-conversion tasks - QuickBooks - Undeposited funds
- Post-conversion tasks - QuickBooks - Foreign currency
- Post Conversion - QuickBooks - FreeAgent Corporation Tax Calculations
- Post-conversion - QuickBooks - Services
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- Limitations - Sage - What data won't be converted?
- Limitations - Sage - Workarounds - Invoice numbers
- Limitations - Sage - Workarounds - Decimals
- Limitations - Sage - Workarounds - Accounts payable and receivable
- Limitations - Sage - Workarounds - VAT/Tax
- Limitations - Sage - Workarounds - PayPal
- Limitations - Sage - Workarounds - Transaction types
- Limitations - Sage - Workarounds - Contacts
- Limitations - Sage - Workarounds - Payroll
- Limitations - All destinations - Foreign Currency
- Limitations - Complications - From QuickBooks
- Limitations - Sage - Complications - From Sage Desktop
- Limitations - Sage - General - Complications
- Limitations - Sage - What data will be converted?
- Limitations - Complications - Converting from FreeAgent
- Limitations - VAT/Tax Returns Don't Agree
- Limitations - Complications - Volume limits
- Show Remaining Articles (2) Collapse Articles
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- Post-conversion - Sage - File VAT/tax
- Post-conversion - Sage - Foreign currency
- Post-conversion - Sage - Misc
- Post Conversion - Sage - Check VAT/Tax
- Post conversion - Sage - Set-VAT/Tax-details
- Sage Import (UK and Ireland)
- Sage Import (Canada)
- Post Conversion – Sage – FreeAgent Corporation Tax Calculations
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Limitations
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Post-Conversion Tasks
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Troubleshooting post-conversion
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- Troubleshooting - General - Invoices/Bills or bank transaction prior to the data I selected to convert from have been included
- Troubleshooting - General - "No Name" or "Default" customer or supplier balances
- Troubleshooting - General - "No Name" (Xero) or "Default" (QuickBooks Online) contacts
- Troubleshooting - General - VAT/tax Accounts / Balances
- Troubleshooting - General - Movemybooks Suspense Account
- Troubleshooting - General - VAT/Tax Returns
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Symptom: The Xero Dashboard figure for invoices/bills overdue may be more than the awaiting payment amount or seem unreasonable.
Cause: Xero does not take credit notes or overpayments into account when calculating the overdue amount.
Explanation: The screen below displays how Xero calculates the overdue balance ignoring credit notes.
This is the Dashboard view of invoices owed:
Drilling into the overdue amount of £120 reveals the overdue invoice:
By clicking on All invoices tab, this also reveals the credit note not included in the overdue balance: