Hi – I want to start my account again from scratch as we are moving fully onto bullet – I’ve clients and suppliers and invoices I want to maintain – how best to do that

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Hi – I want to start my account again from scratch as we are moving fully onto bullet – I’ve clients and suppliers and invoices I want to maintain – how best to do that

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Peter Connor ⋅ Staff January 30, 2016
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What do you mean exactly. Starting a new account is probably best if your worried about the data. A bank import is a great way to enter clean Data.

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  1. cathal.grogan January 30, 2016
    We've been using bullet to generate invoices etc for past year or so. I played around with some features like bank reconciliation etc. Our accountant was using TAS to manage accounts but now we want to move everything onto bullet and give him access to it.
  2. cathal.grogan January 30, 2016
    So our account in bullet isn't clean - it's got some stuff reconciled etc but its not up to date as that all existed in TAS up to now
  3. Peter Connor January 30, 2016
    Cool. Ok so your best bet is just to do a Rec dating back to when you want to start.
    Bullet will generate tax returns for you. You can just click each one and mark as paid if you've already paid them.
    Anything that hasn't hit your bank again (unpaid invoices) just enter manually.
    You can add the multi user app and add your accountant.
    That's pretty much it.

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