Moving in
Move to SwiftlyBooks from Zoho Books, QuickBooks or Sage Pastel
SwiftlyBooks reads your old package's own export files, step by step: the chart of accounts, customers and suppliers, items, the balances on your last day, unpaid invoices and bills, and what the bank had not cleared. Before anything posts, it checks the figures against your old trial balance.
The steps
- 1Chart of accounts
- 2Customers and suppliers
- 3Items
- 4Balances
- 5Unpaid invoices and bills
- 6Not cleared at the bank
- 7Check, then post
What comes over
| Your chart of accounts | Every account, matched to SwiftlyBooks' chart or added |
|---|---|
| Customers and suppliers | With their tax numbers, terms, contacts and addresses |
| Items | With their prices |
| Balances | Every account's balance on your last day in the old package |
| Unpaid invoices and bills | Each with its old number, date and amount still owed |
| Not cleared at the bank | Cheques and deposits waiting, for the first reconciliation |
Your past transactions stay in the old package, for reference.
From your package
Common questions
Which packages can I move from?
Zoho Books, QuickBooks Online, QuickBooks Desktop and Sage Pastel, using each package's own export files, and any other package through Excel.
Does my history come over?
No. It stays in your old package. SwiftlyBooks starts from the balances on your last day there, with every invoice and bill still unpaid on that day.
Can Intetrix move our books for us?
Yes. Turn on "Intetrix staff may help with our move" in Settings, and Intetrix can take the steps with you. Everything they do is in your activity log.
What if the figures do not agree?
SwiftlyBooks shows each difference before anything posts: the old trial balance, what customers owe and what suppliers are owed, beside what came over.