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Switching to new bookkeeping software, or changing from manual upload to automatic synchronisation, needs some planning to keep your data safe. This article shows you the steps to make the switch smoothly, without losing any important financial information.
Table of contents
When you move to new bookkeeping software, or change from manual uploads to an automatic sync, selecting the right start date is crucial. This prevents the previous year's data being overwritten with new sync information.
Please note: make sure you use the same account numbers in both systems. If you are using different account numbers, contact our Support team for further assistance.
Switching between syncs
- On the client overview page, open the left-hand navigation panel and click Edit client.
- Select the Sync tab and click Switch sync.
- On the next page, select the first option provided.
- You will then be prompted to select a start date. This date must coincide with the start of a financial year. Switching syncs on any other date is not permitted.
Transitioning from manual upload to automatic synchronisation
- On the client overview page, open the left-hand navigation panel and click Edit client.
- Select the Sync tab and choose Set up sync.
- On the next page, select the first option provided.
- You will then be prompted to select a sync and a start date. This date must coincide with the start of a financial year. Selecting any other date is not permitted.
Following these steps keeps your data intact during the transition. If you need further assistance, contact our Support team.
When transitioning from sync to sync, or from manual upload to sync, we advise you to use the same original account numbers. If the original account numbers are different in your new bookkeeping system, consult Silverfin Support before you proceed.