Moving in from another package in SwiftlyBooks

Start the move

1. On Opening balances, press Move from another package.
2. Check the last day the old books cover, a month end. Then press your package, such as Sage Pastel.
3. To change the day later, press Change, then Keep the day.

Read each file

1. Each step says where your package keeps its file. Press Read the file and choose it.
2. For the Chart of accounts, match each old account, make it a New account…, or Leave it out. Then press Keep the matches.
3. At Not cleared at the bank, add the cheques and deposits on Opening balances, or press None waiting.
4. At Check, then post, press Post on Opening balances, and post there once the check agrees.

Help from Intetrix

• Intetrix's staff can do the move with you once Intetrix staff may help with our move is on in Settings.
• Their access ends once the balances are posted.

Good to know

• History stays in the old package: only balances, unpaid documents and the lists come over.
• An unpaid invoice keeps its old number, and is not fiscalised again.
• Swiftly only suggests matches for the accounts left. You confirm each one.

Related

• Opening balances
• Chart of accounts
• The set-up guide
• Settings
• Bring your books from Zoho Books, QuickBooks or Sage Pastel