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Switching accounting packages

Switch accounting integrations seamlessly, link customers, and sync nominal codes for accurate financial management.

Updated over 2 weeks ago

Switching between accounting integrations in Commusoft keeps your financial data clean, accurate, and synchronized. Whether you're changing accounting software, onboarding a new accountant, or reorganizing your business structure, this guide walks you through a smooth and error-free transition.

Why Switch Integrations?

There are several reasons you might need to change your integration:

  • New accounting software with improved features or better compatibility.

  • New accountant who prefers a different platform.

  • Business changes, such as expanding into new regions or merging departments.

  • Better financial workflows, like syncing data more efficiently.

  • Compatibility issues with your current integration.

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

Scenario 1

You’re starting fresh with your new accounting integration.

Click here

  1. Delete the integration with Package 1:

  2. Profile Icon > Integrations

  3. View Dashboard > Quick Links > Delete Integration.

    • Ensure there are no records in processing to Package 1.

  4. Review the nominal accounts in Package 2.

  5. Review the bank account(s) in Package 2.

  6. Follow: Set up accounting integration

  7. Read Nominal Codes to ensure they are set up and linked.

  8. Confirm all settings in Commusoft and Package 2 are correct.

  9. You're all set manage your records via the Accounting Dashboard.

    • Profile Icon > Integrations > View Dashboard

Scenario 2

You’re switching to an integration that’s already active or has existing records.

Click here

  1. Delete the integration with Package 1:

  2. Profile Icon > Integrations

  3. View Dashboard > Quick Links > Delete Integration.

    • Ensure there are no records in processing in Package 1.

  4. Review the nominal accounts in Package 2.

  5. Review the bank account(s) in Package 2.

  6. Follow: Set up your accounting integration

  7. Read Nominal Codes to ensure they are set up and linked.

  8. Manually Accounting packages: Linking customers

  9. Confirm all settings in Commusoft and Package 2 are correct.

  10. You're all set manage your records via the Accounting Dashboard.

    1. Profile Icon > Integrations > View Dashboard

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