Hi Leo,
We’ve had a good view people, actually quite a lot migrate from some other kind of app. Weather that be an invoicing, excel or an accounts tool.
Here is the usual way people do it.
- They export all their data from the old app and keep it for historical reasons
- They they create an opening balance on the bank account
- They create an opening balance (just an invoice) for all the companies that owe them money
- They add all their outstanding bills, which isn’t a lot usually
Then they’re done. It’s never a good idea to import data from one accounting app to another, also because most other applications like Market Circle Bill isn’t a real accounting app, we don’t know what way it’s treated your accountants and therefore wouldn’t trust it.
So the items above are the smartest and easiest way to migrate. I hope that’s clear Leo, any questions just tag them on below and I’ll get to them.
Cheers
Pete