Pre-conversion checklist MyOB Banklink

This article outlines the specific pre-conversion steps for Banklink. 

We expect that you have already covered the general pre-conversion steps and you can simply go ahead with the remaining ones on this list.

Click here for the general pre-conversion checklist.

Step 1 - Extract post-conversion check data (Mandatory)

After the conversion is done you need to be able to check the results. This is why we need to extract the following reports from your system:

  1. Profit and loss until conversion date
  2. Trial balance until conversion date
  3. Balances on your bank accounts

Step 2 - Keep your backups for audit purposes (Mandatory) 

Make sure you keep the extracted backups in a safe location for any auditing purposes.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.