Switching your accounting integration ensures your financial data is accurate, streamlined, and synchronized between Commusoft and your accounting package. This guide will walk you through the process step-by-step, helping you avoid common mistakes and ensuring a smooth transition.
Why Switch Integrations?
There are many reasons why you might need to switch your accounting integration, such as:
New Accounting Package: Your business is transitioning to a different accounting software for better features, improved usability, or cost savings.
New Accountant: Your accountant or bookkeeping team prefers working with a specific software that differs from your current system.
Business Expansion or Reorganization: You’ve started a new business entity or need to adjust your financial systems to accommodate structural changes.
Streamlining Financial Processes: You want to ensure seamless data flow between Commusoft and your chosen accounting package for accurate bookkeeping and financial reporting.
Resolving Compatibility Issues: Your current accounting software may no longer meet your operational needs or may not integrate well with Commusoft.
What Do "Package 1" and "Package 2" Mean?
Package 1: The accounting package you are moving from.
Package 2: The accounting package you are switching to.
These terms are used throughout the guide to help you understand the transition process.
Prepare for the Switch
Before you begin, follow these steps:
Decide whether Package 2 will start as a blank account or if it already contains data.
If Package 2 is blank, proceed with Scenario 1.
If Package 2 is not blank, proceed with Scenario 2.
If you have a unique scenario or If you have questions at any point, please contact us at [email protected].
Scenario 1: Package 2 is a Blank Account
Scenario 1: Package 2 is a Blank Account
Delete the integration with Package 1:
Go to: Profile Icon > Integrations > View Dashboard > Quick Links > Delete Integration.
Ensure there are no records in processing in Package 1.
Review the nominal accounts in Package 2.
Review the bank account(s) in Package 2.
Follow: Set up accounting integration
Read Nominal Codes to ensure they are set up and linked.
Confirm all settings in Commusoft and Package 2 are correct.
You're all set manage your records via the Accounting Dashboard.
Profile Icon > Integrations > View Dashboard
Scenario 2: Package 2 is not Blank Account
Scenario 2: Package 2 is not Blank Account
Delete the integration with Package 1:
Go to: Profile Icon > Integrations > View Dashboard > Quick Links > Delete Integration.
Ensure there are no records in processing in Package 1.
Review the nominal accounts in Package 2.
Review the bank account(s) in Package 2.
Follow: Set up accounting integration
Read Nominal Codes to ensure they are set up and linked.
Manually Link customers and suppliers
Confirm all settings in Commusoft and Package 2 are correct.
You're all set manage your records via the Accounting Dashboard.
Profile Icon > Integrations > View Dashboard