Due to differences in how accounting software systems are structured, not all historical data can be transferred. Therefore, it is important to export and save all necessary information from your previous software.<\/p>\n
The company’s management board is responsible for retaining accounting records for seven years after the end of the financial year, and in some cases longer (Accounting Act \u00a7 12. Obligation to retain accounting documents<\/a>).<\/p>\n Before you stop using your previous software, make sure you have saved the following:<\/p>\n The provided list is not exhaustive. Review the available reports and export options in your previous software and save any information that may be useful in the future.<\/p>\n When switching to SimplBooks, we recommend deciding whether to transfer your data at the beginning or in the middle of the financial year. Both options are possible. The only difference is how the initial balances are entered.<\/p>\n Steps to follow in SimplBooks<\/strong><\/p>\n Once you have created your company’s SimplBooks environment, follow these steps:<\/p>\n\n
\n** balance sheet
\n** profit and loss statement
\n** main ledger
\n** daybook
\n** sales ledger
\n** purchase ledger
\n** unused holiday days report
\n** fixed asset report<\/li>\n<\/ul>\n\n