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If you’re moving from automatic synchronisation to manual uploads, don’t worry -  the process is quick and straightforward. This guide walks you through each step to make the switch without losing any of your existing financial data.

Table of contents

Transitioning from automatic synchronisation to manual upload

  1. Click on the 'Edit client' button on the client overview page.
  2.  Select the 'Sync' tab and choose 'Switch  sync'.
  3. On the subsequent page, select the second option provided.
  • Once selected, the file will become a manual file.
  • All previously synchronised data will remain intact.
  • Any manual input in templates will also be preserved.

Replacing bookkeeping data 

If you need to update data in a specific period, you can replace the bookkeeping data. This allows you to quickly correct mistakes.

Steps to replace bookkeeping data

  1. Click the Actions button on a client overview page. Make sure you are in the period where the data needs to be replaced.
  2. Select Replace bookkeeping data.
  3. Click Upload file and choose the file from your computer.

For more details on uploading data, see: How do I add manual data to a file?

Good to know

  • Accounts that are not included in your new file will show a value of 0 after the import.
  • If an account has no values and no input data in any period, it can be deleted.
  • To delete an empty account, go to the Account tab and click the bin icon.