Due to different software structures, it is not possible to transfer all historical data. However, you can import sales invoices, purchase invoices, customer and supplier data, etc.

When changing software, it is important to ensure that all the necessary data is exported from the previous software. The company must ensure that the data is retained for 10 years from the end of the financial year, and in some cases even longer Before you stop using the previous software, make sure that the following steps are completed:

• Sales invoices (in PDF format + if possible also in XML format)
• Purchase invoice files (if not already archived monthly/annually, now is the last chance)
• Salary calculation
• Fixed asset accounting
• Reports: 
  ** balance sheet
  ** profit and loss statement
  ** main legder
  ** daybook
  ** sales ledger
  ** purchase ledger
  ** unused holiday days report
  ** fixed asset report

The provided list is not exhaustive. Review the capabilities and reports of your current used software and save everything that you might serve as a useful source of information in the future.

If you are migrating from another software to SimplBooks, we recommend thinking about when to transfer the data – either in the middle of the financial year or at the beginning of the financial year. Both options are possible, with the only difference being how the opening balances are entered.

Following steps in SimplBooks software once the environment has been created for the company: 

1. Review your company’s profile. This information will be reflected in the documents sent out by the company.
2. Familiarize yourself with the chart of accounts. If necessary, additional accounts can be added or their names modified.
3. Add your company’s bank account details and activate the bank integration.
4. Enter (or update) inital balance transaction.
5. If necessary, enter items. In SimplBooks, item are only required if you want to manage inventory. For service companies and sales without inventory tracking, adding items is not needed.
6. If you are using inventory and have stock from a previous period, you need to enter the initial inventory balance. Once the inventory balance is entered, make sure to also verify it against the initial balance date.
7. Add users if necessary. Before adding a new user, familiarize yourself with the user groups. Check the price list to see the number of users allowed in your selected package.
8. Outstanding invoices from previous period need to enter under the sales and purchase invoices and make sure to use their original dates.
9. If the company has previously acquired fixed assets, please add them to the fixed asset card with the original acquisition date. 
10. When adding the company, there is a 30-day trial period during which you can determine if SimplBooks is suitable for your business. If you are confident that the software is a good fit, you will need to review and confirm the billing information. Based on this information, we will start sending invoices for SimplBooks usage according to the selected period (monthly or annually). If the software does not meet your expectations, you can delete it directly from the billing information section.

For additional questions, you can obtain further information from the Help environment or send a e-mail to support@simplbooks.lt.