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Switching accounting packages
Switching accounting packages
Updated over 4 months ago

If you need to switch your accounting integration from one package to another, please read all the information below carefully.

Once you have read all the documentation below if you have any questions or are unsure at any stage then please contact us via email at [email protected] or if your Commusoft package has phone support call us on 02030 266 266 - Option 2. It is important to ask us for advice before taking any action.

  • 'Package 1' refers to the accounting package you're moving from.

  • 'Package 2' refers to the accounting package you are switching to.

IMPORTANT

  • You must ensure that there are no records in processing before stopping your existing integration with Package 1.

  • You must select that you want to send data manually when prompted in setting up package 2 integration.

  • Please note if you add data in Package 2 you will need to follow Scenario 2 which entails linking all customers manually: Linking customers and suppliers to an accounting package, contact us prior to making a decision if you would like to discuss the options further or if you have a unique scenario not covered.

  • Do not click the Send Data button until everything is set up.

You need to read the two scenarios below and choose the one that applies to you, use the flowchart to assist.

Switching_AI_flow__2_.png

Scenario 1: Commusoft and Package 1 are financially identical

  1. Package 2 is a blank account - do not add any customers/suppliers or financial data to Package 2.
    ​

  2. Delete the integration with Package 1 by going to: Profile Icon > Integrations > View dashboard > Quick links > Delete integration
    ​

  3. Set up the nominal accounts in Package 2.
    ​

  4. Set up the Bank account(s) in Package 2.
    ​

  5. Set up the integration with Package 2 using the relevant guide below: (Ensure you read the important notes below to complete the on-screen steps correctly)
    ​Xero: Set up accounting integration
    ​Sage Line 50/Instant: Set up accounting integration
    ​Sage Business Cloud Accounting: Set up accounting integration
    ​Quickbooks online: Set up accounting integration
    ​FreeAgent: Set up accounting integration
    ​KashFlow: Set up accounting integration
    ​

  6. Set up nominal codes in Commusoft to match Package 2 by following the relevant guide below:
    ​Xero: Nominal codes
    ​Sage Line 50/Instant: Nominal codes
    ​Sage Business Cloud Accounting: Nominal codes
    ​Quickbooks online: Nominal codes
    ​FreeAgent: Nominal codes
    ​KashFlow: Nominal codes
    ​
    ​

  7. Check over both Commusoft and Package 2 that you have set up everything required, once confirmed go to: Profile Icon > Integrations > View dashboard > Send Data

Important notes for step 5 above:

When you go through the on-screen steps to set up the integration with Package 2:

  • You must select that you are integrating with a new account.

  • You must select that you want to send data manually.

  • You must select that you do not want to import customer data from Package 2 into Commusoft.

  • All customers in Commusoft will be sent to Package 2 and created as new records.

  • Financial records will be sent to package 2 based on your financial cut off date.

Scenario 2 - Package 2 already has data added:

  1. Package 2 already contains Customers/Suppliers and financial records.
    ​

  2. Delete the integration with Package 1 by going to: Profile Icon > Integrations > View dashboard > Quick links > Delete integration, then follow the instructions provided on screen.
    ​

  3. Set up the integration with Package 2 using the relevant guide below. (Ensure you read the important notes below to complete the on-screen steps correctly)
    ​Xero: Set up accounting integration
    ​Sage Line 50/Instant: Set up accounting integration
    ​Sage Business Cloud Accounting: Set up accounting integration
    ​Quickbooks online: Set up accounting integration
    ​FreeAgent: Set up accounting integration
    ​KashFlow: Set up accounting integration
    ​

  4. Set up the nominal codes in Commusoft by following the relevant guide below.
    ​Xero: Nominal codes
    ​Sage Line 50/Instant: Nominal codes
    ​Sage Business Cloud Accounting: Nominal codes
    ​Quickbooks online: Nominal codes
    ​FreeAgent: Nominal codes
    ​KashFlow: Nominal codes
    ​

  5. Link the customers to Package 2 using the relevant guide below.
    ​Xero: Link existing customers/suppliers
    ​Sage Line 50/Instant: Linking existing customers/suppliers
    ​Sage Business Cloud Accounting: Linking existing customers/suppliers
    ​Quickbooks online: Link existing customers/suppliers
    ​FreeAgent: Link existing customers/suppliers
    ​KashFlow: Link existing customers/suppliers
    ​

  6. Check over both Commusoft and Package 2 that you have set everything required and make sure all customers are linked; any customers in waiting to send will be sent to Package 2 when you hit send, once confirmed > Profile Icon > Integrations > View dashboard > Send data

Important notes for step 3 above:

When you go through the on-screen steps to set up the integration with Package 2:

  • You must select that you are integrating with a new account.

  • You must select that you want to send data manually.

  • All customers will be sent to Package 2 unless linked prior to clicking send data (Step 5 above)

  • Financial records will be sent to package 2 based on your cut off date.

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