Accounts · Getting started

Day one starts
with your real numbers.

Import the item master, the customers and vendors, the stock on your shelves and the balances you are carrying forward. The ledger opens with the business as it actually is.

The reason migrations stall. Re-keying a master list is where most switches die. These are the four imports that get you past it.

What comes across

Four imports, each with a template.

Download the template for the kind you are importing, fill it from your existing system, and bring it in.

ItemsThe product or service master — the list everything else references.
PartiesCustomers and vendors together, because most businesses have records that are both.
Opening stockWhat is on the shelves on the day you start, so valuation and FIFO have somewhere to begin.
Opening balancesWhat each account is carrying forward, so the trial balance opens correct rather than at zero.
Why it matters

An empty ledger is not a fresh start.

Stock has to have a costOpening stock without a cost cannot be valued, and every sale after it reports the wrong margin. The import carries the cost, not just the count.
Balances decide the first closeIf the opening position is wrong, the first period close inherits it and every report after that is arguing with itself.
Nearby

Related capabilities.

Inventory · General ledger · Year-end close

Switch without re-typing your business.

Four templates, filled from what you already run, and the ledger opens with your real position.

Get started → See pricing