When you switch to another accounting package, for example from Twinfield to Exact or vice versa, it is important to adjust your Simplicate settings in time.
Even if you continue using the same package but switch to a different accountant, it is usually necessary to perform a few steps in Simplicate.
In this article, we cover the steps you need to take.
Switching to a new accounting package
When switching from one accounting package to another, it is important to do this in a structured way. Simplicate sends all sales invoices to the accounting system and retrieves payments from the accounting system.
During the transition from one package to another, it is important that Simplicate does not send new invoices to your old accounting system. Therefore, do not process any more invoices in your old package once the transition has started.
You can already link your new accounting package; Simplicate will then be temporarily linked to two packages. You can immediately book new invoices in the new accounting package. Do not book these invoices in your old package anymore. Linking Exact, Twinfield, or Yuki is explained in these articles. You link your new accounting package in the same way as your old one.
Payments of outstanding invoices that were submitted in the old accounting package but are subsequently reported as paid in the new package will not automatically be sent to Simplicate. These payments need to be manually processed in Simplicate.
Once the migration is completely finished and your old accounting package is closed, you can easily remove the old link via the Simplicate settings.
Switching to another accountant or accounting environment
When switching to a new accounting environment or accountant but continuing to use the same package, you will usually get a new environment. Your accountant will transfer all data. However, it is important to also adjust the accounting link in Simplicate.
It is important not to send any invoices to the accounting package during the transition. This makes the transition process easier.
After the new package is running, you must unlink the old package in Simplicate by removing the link. Then create the new accounting link. How to do this for Twinfield, Exact, or Yuki can be found here.
Invoices that have been booked in your old accounting environment but are subsequently marked as paid in the new environment will generally also be processed as paid once the payment is received. It is important to keep an eye on this during the initial period.
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