Moving in

Move from Sage Pastel to SwiftlyBooks

SwiftlyBooks reads Sage Pastel's own export files, step by step, and checks the figures against your old trial balance before anything posts. Each step below says where Sage Pastel keeps the file it reads.

1. 1

   Chart of accounts

   In Sage Pastel: Reports → General Ledger → Account List, saved as Excel.

2. 2

   Customers and suppliers

   Customers: In Sage Pastel: Reports → Customers → Customer List, saved as Excel.

   Suppliers: In Sage Pastel: Reports → Suppliers → Supplier List, saved as Excel.

3. 3

   Items

   In Sage Pastel: Reports → Inventory → Inventory List, saved as Excel.

4. 4

   Balances

   In Sage Pastel: its Trial Balance at the last day, saved as Excel.

5. 5

   Unpaid invoices and bills

   Unpaid invoices: In Sage Pastel: Reports → Customers → Age Analysis at the last day, saved as Excel.

   Unpaid bills: In Sage Pastel: Reports → Suppliers → Age Analysis at the last day, saved as Excel.

6. 6

   Not cleared at the bank

   Typed in on each wallet on Opening balances, from your last bank reconciliation.

7. 7

   Check, then post

   Checked against your old trial balance, then posted on Opening balances.

How SwiftlyBooks reads Sage Pastel's files

• Account numbers such as 8400/000 are read as Pastel writes them, and matched by them.
• A customer kept on balance forward comes in as one balance brought forward.
• Payment terms such as "30 Days" are read as days.