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Moving from Reckon to Xero

Xero's own conversion page sends Reckon desktop users to Jet Convert. We prepare the Reckon file, hand it to Jet Convert, then tie the Xero file back to Reckon before your team takes it over.

What Jet Convert takes from Reckon

  • Reckon desktop and Reckon Hosted files in the Pro, Premier and Enterprise editions convert, in the file formats Xero lists.
  • Reckon data from before those releases is converted where possible, but Xero says some of it may not come across.
  • Reckon One and Reckon Home & Business are not converted, and nor are files that use more than one currency.
  • Accounts with no number in Reckon are given system-generated numbers in Xero, which can be changed after the move.

How a Reckon move runs

  1. 01

    Prepare the Reckon file

    We set a closing date, reconcile the bank and card accounts and make every account name unique, archived ones included.

  2. 02

    Back up and upload

    We back up the Reckon file and upload it to Jet Convert along with the package you pick.

  3. 03

    Balance the new file

    When the Xero file is ready, we tie its opening balances to Reckon's trial balance, rework the reconciliations and renumber accounts if you want.

  4. 04

    Teach the Xero basics

    We show your team how the daily work they did on Reckon's desktop screens is done in Xero online.

Reckon conversion details

What Xero's conversion page and Jet Convert's Reckon preparation page state about converting Reckon files.
What it listsAs published
Reckon editions Xero lists as convertibleReckon desktop and Reckon Hosted Pro, Premier and Enterprise, 2013 to the latest release
Reckon file formats accepted.QBW, .QBM and .QBB
Reckon data from before 2013Converted where possible, with possible limitations
Reckon One and Reckon Home & BusinessNot converted
Reckon files with more than one currencyNot converted
Reckon accounts with no account numberGiven system-generated numbers

Source: Xero Limited, Switch to software that's never out of date; Jet Convert Pty Ltd, Reckon data preparation. Checked 15 Oct 2026.

General information

Apart from training, our work on the move ends when the Xero file ties back to Reckon. How GST and tax are set up in the new file is for your accountant to review. We do not move payroll. Sources checked 15 October 2026.

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