Limitations Xero

Limitation Topics - Xero
Please understand that it is impossible to make an exact copy of your data in a different accounting system. There will be some information that we can’t co...
Mon, 16 Dec, 2024 at 12:54 PM
Limitations – Xero – What data will be converted?
We will transfer the following data to Xero: Customer Details Supplier Details Chart of accounts Account balances Customer balances Supplier balan...
Tue, 3 Dec, 2024 at 3:55 PM
Limitations – Xero – What data won’t be converted?
We only currently convert the core accounting information and not the following types of data: Sage archives or backup data that isn’t “open” or “live”...
Tue, 3 Dec, 2024 at 3:55 PM
Limitations - Xero - Complications
We never know exactly what the results of a conversion will be ahead of performing it. The information below is a guide for things that are likely to cause ...
Tue, 3 Dec, 2024 at 3:53 PM
Limitations – Complications – General
If CIS is operated, then the conversion is unlikely to be successful. This is because the CIS details are often provided to us incorrectly by the source sy...
Tue, 3 Dec, 2024 at 3:54 PM
Limitations – Xero – Workarounds – Transaction types
There are certain transaction types that Xero does not allow us to convert. We try to create transactions in Xero that match as closely as possible the tran...
Tue, 3 Dec, 2024 at 3:54 PM
Limitations – Xero – Workarounds – Bank and credit cards
Credit card charge transactions are converted as transaction type “Cheque”. Credit Card accounts should convert correctly but there may be times when th...
Thu, 5 Dec, 2024 at 11:55 AM
Limitations – Xero – Workarounds – VAT/Tax
Some tax/VAT transactions including those with custom tax rates, EC VAT, reverse charges or unusual tax transactions will be converted as closely as possibl...
Thu, 5 Dec, 2024 at 12:22 PM
Limitations – Xero – Workarounds – Accounts receivable and payable
If you have multiple Accounts Receivable or Accounts Payable accounts in your QuickBooks chart of accounts then these will be merged into one single Accoun...
Thu, 5 Dec, 2024 at 12:24 PM
Limitations – Xero – Workarounds – No name transactions
Some source systems allow transactions to be entered without contact details that are required for the same transaction in Xero. In these instances, we crea...
Thu, 5 Dec, 2024 at 4:03 PM