Conversions, Guides, Systems & Checklists
Use our guides, checklists and templates.
Existing Xeros
Charts Of Accounts
Guides & Checklists
- How to convert from Handiledger, MYOB AE AO and Reckon to Xero ledgers guide (PDF)
- How to build your own Xero reporting system guide (PDF)
- Understand your costs of moving to Xero
- What is bulk loading of Xero ledgers
- Which beneficiary (owner) reporting is best
- How much time will your new system save guide (PDF)
- Example SPFR reporting system
Convert from MYOB, Handi, Reckon & Other
Convert Balances And Assets
- What files and information do I need to do a ledger set up
- Converting to Xero ledgers checklist
- How to I import conversion balances into a Xero ledger
- How to import opening / conversion balances into Xero template (excel)
- How to set up fixed assets in Xero
- How to import fixed assets into Xero template (excel)
- How to run your first financial statements on Xero checklist (excel)
- How to merge cells in XLSX
- How does pooling work in Xero