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How to Change Systems by Importing Data

Due to change Accounting Software?

If you are looking to move over to our accounting system then this page explains how you go about it. In an ideal world the best time to move from one accounting system to another is from the start of your new financial year.

If you have a bespoke business you may wish to upload your own chart of accounts into our system, alternatively you can select one of ours, we cover limited, sole trader, partnership, both VAT registered and not, so quite a selection, and once installed you can modify to suit your own requirements.

Preparation required

First things first, once you have taken out an agreement with Reviso you will need to select and install a default setup. This is the type of company you are, Limited VAT registered, sole trader not VAT registered etc.

This will install your chart of accounts, VAT codes if applicable, supplier, customer and product groups, payment terms etc. All of these can be amended once installed should you need to tailor them to suit your own business. Then you will need to create a financial year, this will be your new financial year for example, 01.01.2016 to 31.12.2016. You are now ready to move on the next step.

Tip
If you have already prepared your files ready for importing this video shows you how to import your customer details as an example of how to import.

Information you will need

  • Trial balance - Once you have completed all your transactions in your previous system you can run off a trial balance. This will need to be saved as an excel csv file and can then be imported into your new Reviso agreement. You will need to make sure that the account codes from your old system are matched with the codes in your Reviso system. This shows you how to layout your excel csv file ready to import.
  • Customers details - If you have a lot of customers you can import their names, address details etc into Reviso. This will save you a lot of time. You can download the information from your existing system and save it onto an excel csv file. This shows you how to layout your excel csv file ready to import. Also, you may have outstanding sales invoices at your year end and these will need to be reflected in your new system so that when they are paid you have an invoice to link the payment to. This information can also be downloaded from your existing system, you will need to run a detailed aged debt report as at your year end, this will show all of the invoices outstanding at the moment in time. You will then need to import these into Reviso, this shows you how to layout your excel csv file ready to import.
  • Supplier details - If you have a lot of Suppliers you can import their names, address details etc into Reviso. This will save you a lot of time. You can download the information from your existing system and save it onto an excel csv file. This shows you how to layout your excel csv file ready to import. Also, you may have outstanding supplier invoices at your year end and these will need to be reflected in your new system so that when you pay them you have an invoice to link the payment to. This information can also be downloaded from your existing system, you will need to run a detailed aged creditor report as at your year end, this will show all of the invoices outstanding at the moment in time. You will then need to import these into Reviso, this shows you how to layout your excel csv file ready to import.
  • Product list - You may have an extensive sales product list in your existing system, this can also be imported into Reviso. In order to import you will need to download from your existing system onto an excel csv file, this shows you how to layout your excel csv file ready to import.
  • Ready to Import ? - Once you have prepared your files you can now move onto the next stage and import your data. The process of importing is the same irrespective of the information you are importing. This video shows you how to import your sales products as an example.

To check out more information on how and what you can import click here

changing-or-moving-systems/software · Last modified: 2017/01/06 10:28 by Reviso
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