Migrating from MYOB to Xero is an opportunity to examine what information you really, really want from your accounting system, and also a chance to customise the data (and Xero) to suit those needs. This In A Day book is focused on exporting data from the MYOB file you've been using, preparing that data so it imports into Xero easily, and then importing the data into Xero.
In no time you'll be in the cloud with activated bank feeds. You'll be reconciling data on your mobile phone, enabling your accountant to simultaneously access data, strategically managing your business and meeting your tax obligations.
Sprache
Verlagsort
Verlagsgruppe
John Wiley & Sons Australia Ltd
Zielgruppe
ISBN-13
978-1-118-57251-1 (9781118572511)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Klassifikation
Introduction 1
What You Can Do In A Day 1
Foolish Assumptions 1
Icons Used in This Book 2
Chapter 1: Preparing to Convert to Xero from MYOB 3
Getting Ready to Convert from MYOB 3
Preparing File Directories and Templates 6
Setting up file directories 6
Downloading Xero templates 7
Exporting Data 8
Chart of accounts 9
Contacts 10
Inventory 12
Sales 14
Bills 17
Bank transactions 19
Manual journals 22
Fixed assets 22
Chapter 2: Getting Ready to Import 23
Converting Exported CSV Files into Excel 23
Understanding the CSV file format 24
Using the Excel Import Wizard to convert text files to CSV files 24
Getting Your Data Ready in Excel 27
Mapping Tax Rates 29
Preparing MYOB Data for Import 29
Chart of accounts 29
Contacts 30
Inventory 34
Sales 36
Bills 38
Bank transactions 40
Manual journals 41
Fixed assets 43
Chapter 3: Importing Data into Xero 45
Importing Data into Xero 45
Chart of accounts 45
Contacts 48
Inventory items 48
Sales 49
Bills 50
Bank transactions 52
Manual journals 53
Fixed assets 54
Unpresented payments or uncleared funds 55
Putting Your Accounts into Practice 57
Checking your conversion balances 57
Entering historical invoices, bills and credit notes 59
Turning Off Your Old System 60
Accessing historical data 61
Moving to the new system 61
Confirming the switchover date 62
Chapter 4: Where to Go from Here 63
Finding Out How to Use Xero 63
Say 'Hello' to the Xero Community 64
Visit dummies.com 64
