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 support@commusoft.com 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.
Scenario 1: Commusoft and Package 1 are financially identical
- Package 2 is a blank account - do not add any customers/suppliers or financial data to Package 2.
- Delete the integration with Package 1 by going to: Company settings > Accounting interface > Quick links > Delete integration, then follow the on-screen steps.
- Set up the nominal accounts in Package 2.
- Set up the Bank account(s) in Package 2.
- 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
- 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 - Check over both Commusoft and Package 2 that you have set up everything required, once confirmed go to: Company settings > Accounting interface > 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:
- Package 2 already contains Customers/Suppliers and financial records.
- Delete the integration with Package 1 by going to: Company settings > Accounting interface > Quick links > Delete integration, then follow the instructions provided on screen.
- 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
- 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
- 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
- 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 > Company settings > Accounting interface > 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.