JetConvert Post Conversion Steps

Laura Pilkington
33 steps
4 minutes

Jetconvert

Yodlee

Quickbooks

Newtab

Xero

When the Xero migration is finished, you'll receive an email to the primary contact email that looks like the below:

Click "Download Action Checklist"

A new tab will open with detailed instructions to follow for post conversion. Please read all instructions and follow each step carefully. Most important will be ensuring that the Balance Sheet, Income Statement/Profit & Loss and/or Trial Balance match year over year for all the years that were migrated over *(in this example, we migrated 2023 through about 8/15/2025).*\ \ Make sure that all reports compared between Xero and QBO are for the same period and the same accounting basis (I typically check accrual)

In Xero, Click "Accounting"

Click "Balance Sheet"

Click Date dropdown

Click "Today"

Update the "Compare with" field to include the total # of years to review

Click "Year"

Click "2 years"

Click "More"

Click the "Accounting basis" field. and "Account codes" field

Click "Update"

In another window, open the QBO file for the same file (you'll be taken to the dashboard). Click Reports > Standard reports

Click "Balance Sheet"

Click the "Report period" field.

Change dates to cover the same period as you did in the new Xero file

Click "Display"

Click the "Select..." field.

Click "Transaction date"

Click "Years"

Click the "Accounting method" field.

Click "Accrual"

Toggle back and forth between the Balance Sheet in Xero and QBO to ensure the amounts for each account and year are the same. **If you find balances are different,** reach out to [support@jetconvert.com](mailto:support@jetconvert.com) for additional assistance.

***Please Note*** *- In Xero by default, any balances that go negative (like a negative checking accounting) will move to the other side of the Balance Sheet and be positive.* *To move the account back to the appropriate side (and show a negative amount), you'll need to click "Edit Layout" in the bottom left corner of the report and select the Account/Account Group for the specific account that needs to move. From there, "x" or deselect the setting to MOVE the account if the balance is negative. Click Save.*

Click "Back to standard reports" in QBO and now do the same thing for the Profit & Loss report (called the Income Statement in the Xero Reports)

Click "Accounting" in Xero

Click "Income Statement (Profit and Loss)"

Ensure the Xero Income Statement parameters match the QBO Profit & Loss parameters.

Click "Update"

Again, compare balances to ensure accuracy. If there are any issues, reach out to JetConvert support via support@jetconvert.com.

Once all reports are confirmed, reconnect the bank feeds and any other apps that were disconnected during pre-conversion. Click "Accounting" in Xero

Click "Bank accounts"

Edit any bank accounts that need connecting in the COA to choose the appropriate bank. If bank feeds are available, a notification will let you know once the bank is selected. If there are not, you will need to import statements. Determine the last date of transactions from QBO and then begin importing as of the day AFTER that date to ensure there are no duplications.

Alert! If numbers are wrong, ALWAYS reach out to JetConvert Support. DO NOT ADJUST CONVERSION BALANCES!!!

JetConvert Post Conversion Steps

Laura Pilkington
33 steps
4 minutes

Jetconvert

Yodlee

Quickbooks

Newtab

Xero

When the Xero migration is finished, you'll receive an email to the primary contact email that looks like the below:

Click "Download Action Checklist"

In Xero, Click "Accounting"

Click "Balance Sheet"

Click Date dropdown

Click "Today"

Update the "Compare with" field to include the total # of years to review

Click "Year"

Click "2 years"

Click "More"

Click the "Accounting basis" field. and "Account codes" field

Click "Update"

In another window, open the QBO file for the same file (you'll be taken to the dashboard). Click Reports > Standard reports

Click "Balance Sheet"

Click the "Report period" field.

Change dates to cover the same period as you did in the new Xero file

Click "Display"

Click the "Select..." field.

Click "Transaction date"

Click "Years"

Click the "Accounting method" field.

Click "Accrual"

Click "Back to standard reports" in QBO and now do the same thing for the Profit & Loss report (called the Income Statement in the Xero Reports)

Click "Accounting" in Xero

Click "Income Statement (Profit and Loss)"

Ensure the Xero Income Statement parameters match the QBO Profit & Loss parameters.

Click "Update"

Again, compare balances to ensure accuracy. If there are any issues, reach out to JetConvert support via support@jetconvert.com.

Once all reports are confirmed, reconnect the bank feeds and any other apps that were disconnected during pre-conversion. Click "Accounting" in Xero

Click "Bank accounts"

Alert! If numbers are wrong, ALWAYS reach out to JetConvert Support. DO NOT ADJUST CONVERSION BALANCES!!!