Preparing for conversion by looking into the prerequisites

The first thing you need to consider is what you can convert and what the limitations are. QBO and most versions of QBDT are supported by Jet Convert. This includes Pro, Premier, Accountants, and Enterprise. Yes, even the macOS version can be converted using Jet Convert. But what are the limitations? You can not convert payroll, multi-currency files, or tracked inventory utilizing Jet Convert.

Now let’s look at some important factors that you must consider while preparing to convert your QBDT and QBO files into Xero with Jet Convert.

Preparing your QBDT file

The following are the steps you should take to prepare your QBDT file:

1. Remove all users except the admin user.
2. Ensure the admin user’s username is Admin.
3. Ensure there are no duplicate descriptions in your chart of accounts and add an account number to make the entry unique.
4. Ensure your file is set to your correct accounting basis...