Ok…so first question coming up! My understanding is that I could set up a new company without incurring any additional costs. I have just set one up but it looks line I need to pay an additional 4.99 per month to add multi users.

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Ok…so first question coming up! My understanding is that I could set up a new company without incurring any additional costs. I have just set one up but it looks line I need to pay an additional 4.99 per month to add multi users.

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Peter Connor ⋅ Staff February 6, 2016
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Don’t connect the two account and it’s free.
The idea is bullet is free for companies starting. Free accounts. Free tax returns. Free invoicing. Free rec. Free bills etc.
When you start growing. 2 company’s in this case you pay.
We’re taking 4.99 Suzanne. It’s taken a team 5 years to build Bullet.

#answer-2660
  1. suzannecarr February 6, 2016
    Ok thanks and I get the cost. The only issue is we will not be using the other company that we pay 18 per month for but I'd still like to keep a record of the data. I just don't want to pay 18 twice.
  2. Peter Connor February 6, 2016
    Delete all the apps in the old company. Are you using payroll? If so you don't need it in the old company, same with enhanced invoicing etc.
    You can also not use the multi user app and just manually login to the old company.
    Does that make sense.
  3. suzannecarr February 6, 2016
    I can see how I set up an opening bank balance but how do I set up the rest of the opening balance sheet. Do you just journal in to the GL account?
  4. Peter Connor February 6, 2016
    You can use the GL account but the easiest thing is to do the following.
    Create an opening bill for each supplier you still owe money to - only what's left
    Create an opening invoice for each customer who still owe you money - only what's left
    That's really it. If you've had problems before stay away from Journal Entries.
    Does that make sense?
    P
  5. suzannecarr February 6, 2016
    ok, so you'd invoice them all on the 31st December to avoid any impact to 2016? So we should have a clean customer list (just need to double check) that can be imported in to the new system. I know you guys said you could import the list from one to the other so let me know what you need me to do or give you. The supplier list is a mess so we won't be using that!
  6. Peter Connor February 6, 2016
    Suzanne. It's only items paid in 2016. It's the pay date not the sent date.
    I think I mentioned in the previous mail. It's better to do everything manually again. If they were poor at entering data then everything will be affected.
    Personally I wouldn't do any imports.
  7. suzannecarr February 6, 2016
    Ok but the only thing I wan to import is the actually customer list, no balances. This is the only bit that is ok and I thought it would save someone the time typing in all the names and addresses again.

    In relation to setting up invoices in 2016 as opposed to 2015, my problem is that the information gets captured as 2016 sales or purchases, which impacts on reported figures etc.
  8. Peter Connor February 6, 2016
    Ok on the list. We can migrate. Just give me the old comp name and email associated with it.
  9. suzannecarr February 6, 2016
    Great thanks. Just another thought...If we are happy with all the sales data as well, Is it possible to import that as well. It would mean that we would at least have a correct debtors list.
  10. Peter Connor February 6, 2016
    I can ask.
    But, I'd recommend again if your worried about the data you crate is again imports won't flag wrong Vat rates.
  11. suzannecarr February 6, 2016
    I am happy that all the sales data is fine as this was done by a different person. It's literally everything else that is wrong.
  12. suzannecarr February 6, 2016
    Hi Peter, I'd like to get the customer data migrated if that's ok from the old company to the new company. You asked me to give you the email associated with the old company. Where do I get this from?
  13. suzannecarr February 6, 2016
    Good morning, Can you let me know if anyone is able to move our customer names and address from the old company to the new company today? Ideally the customer data as well but if not possible for today, just the names and addresses. Thank you
  14. Peter Connor February 6, 2016
    Sorry I missed that previous call.
    It's the email you used to login to the old company and the company name please.
    I'll get the client addresses etc done for you.
  15. suzannecarr February 6, 2016
    Brilliant...So I log in under suzxxxx@gmail.com and the company name is Frockadvisor Limited and I am moving the data to Frockadvisor Ltd. Thanks Suzanne
  16. Peter Connor February 6, 2016
    Cool. I'll get that done.
  17. Peter Connor February 6, 2016
    Cool I see that's the same email as you're using now, what's the company you'd like to migrate the information to?

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