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Bring in your books

Move from another system at a changeover date, with the opening figures proved to the cent.

  1. Step 1

    Export the trial balance at your changeover date from the system you are on.

  2. Step 2

    Upload it and check the proposed mapping onto the Irish chart.

    Nothing is posted until you accept it.

  3. Step 3

    Bring in contacts, then the unpaid sales and purchase invoices.

  4. Step 4

    Check the bank opening balance against your statements.

    A difference is shown rather than absorbed.

Still stuck? Write to office@managetax.ie and say which step you are on.