Moving to Plain from another system
Bring your contacts and balances across, run both systems side by side, then switch.
- Pick a start date. The first day of a sales tax period or a month is easiest.
- Import contacts. In guided setup, under Bring your data, upload your customers and suppliers as a spreadsheet.
- Enter opening balances at the day before your start date: bank balances (see Add a bank account), what customers owe and what you owe.
- Set the books status. In Settings → Business & accounting, mark your books as running alongside your old system while you check. A banner reminds everyone which system is "live".
- Compare. Use the Cutover check report to compare Plain's figures with your old system month by month. See Cutover check.
- Switch. When the figures agree, select Switch Plain to live books.
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