Aser OneMove your books in
Bring the journal from your old books, before you turn the books on.
On the computer, 7 steps
Guide 2 of 14 in Accounting
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Import a journal
In Accounting › Move in, click Import a journal.
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Choose the file
Drop the export from your old books here (Excel, CSV, FEC or QuickBooks).
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Check the columns
Click Continue. Columns are matched for you; pick where the books were kept, then Check.
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Match the accounts
For each of their accounts, pick ours. Close matches are offered below.
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Apply
Every account answered? Click Apply and check again. Your choices are remembered.
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Import
Every line checked: click Import all rows.
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Check the result
Back on Move in, their balances are compared with ours. All agree means no gaps.
Next step
More guides
- 1Invite your accountantName and e-mail, and they get their sign-in details.
- 4Add an accountA new account under the right parent.
- 5Classify a movementGive an untyped expense its account.
- 6Record a journal entryType the lines, check the balances, send.
- 7Lock a monthClose a finished month to any change.
- 8Reopen a monthAsk to reopen a locked month, then approve it.
- 9Check the VAT you oweThe figures for your monthly VAT return.
- 10Read your profit and lossIncome, expenses and profit, down to each line.
- 11Read your balance sheetAssets, liabilities and equity on one page.
- 12Check your trial balanceDebits equal credits, account by account.
- 13See an account’s historyOne account, line by line, back to the sale or expense.
- 14See who owes youCustomers and suppliers, sorted by age.
- The Accounting appAccounting
- All guidesLearn