You started your new business in December and you started using Xero for your new business in January.

How do you get to see the value and detail of any pre-conversion transactions already in Xero?

Enter the credit note number from your previous system in the Reference or Description field

Run the Aged Receivables Summary report and the Aged Payables Summary report for the day before your conversion date

Enter each Sales invoice or customer credit note with an outstanding balance as of your conversion date

Enter each Bill or supplier credit note with an outstanding balance as of your conversion date