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Switching to new bookkeeping software or changing from manual upload to automatic synchronisation needs some planning to keep your data safe. This guide shows you easy steps to make the switch smoothly without losing any important financial information.
Table of contents
When you move to a new bookkeeping software or change from manual uploads to an automatic sync, selecting an appropriate start date is crucial. This action prevents the overwriting of previous year's data with new sync information.
Switching between syncs
- Navigate to the 'Edit client' on the client overview page
- Select the 'Sync' tab and click on 'Switch sync'.
- On the subsequent page, select the first option provided.
- You will then be prompted to select a transfer date. This date must coincide with the start of a fiscal year. Switching syncs on any other date is not permitted.
Transitioning from manual upload to automatic synchronisation
- Click on the 'Edit client' button on the client overview page.
- Select the 'Sync' tab and choose 'Set up sync'.
- On the subsequent page, select the first option provided.
- You will then be prompted to select a sync and a transfer date. This date must coincide with the start of a fiscal year. Selecting other date is not permitted.
By following these outlined steps, you ensure a seamless transition that maintains the integrity of your data. If you need further assistance, please feel free to reach out to our support team.