What comes with you
Export your contacts, items, suppliers and unpaid invoices from your current package as CSV or Excel. At setup, Bookkeeping & Invoicing reads them in: unpaid invoices keep their own numbers, and your opening balances go in on the day you start. Your next invoice number carries on from your last one.
Pick a clean start date
Most businesses switch at the start of a VAT period or a financial year, so one system holds each period. Keep read access to the old package for your records: SARS can ask for them for five years.
Bring your payroll year with you
If you run payroll, paste the year-to-date figures from your old payroll report into Payroll, Pay before Books. Each person is matched by name, so their tax certificates at year-end cover the whole year.
Try it before you move
The free trial runs for 7 days and 20 quotes or invoices, no card, on the Intermediate features. Start it on the Bookkeeping & Invoicing page.