How do I import the Chart of Accounts?

Q: We want to import the chart of accounts from our old accounting software that we have been using for 10 years?

The accounts lists in MoneyWorks are very customizable and typically customers choose to modify one of the existing account templates that they select when creating their company file. See the Tips article  on our North American Support page: Modifying your Chart of Accounts, before going ahead with importing your existing one. It might save you time and be easier than you think.

However if you are using MoneyWorks Express, Gold or Datacentre you can import your charts with some caveats and modifications. A knowledge of spreadsheets is required. Continue reading

How do I import inventory on hand stock quantities?

Q: I am in the process of bringing our 3000+ items in to our new company file in preparation for the conversion.  I cannot find in the manual how to bring in the starting quantities for those items.

If just setting up your company file you cannot import your opening inventory  for each item, until you have created or imported the items into MoneyWorks Gold, which is described in detail in the previous post “How do I import my products?Therefore if you have not yet imported your inventory items, refer to that article first, by clicking the link.

In MoneyWorks Gold version 6 you can import quantity on hand for each item, which can be used for setting the opening inventory levels as in this case or for importing annual or periodic inventory stock take. Continue reading

How do I import my products?

Q: I am in the process of bringing our 3000+ items in to our new company file in preparation for the conversion. How do I import the products.

MoneyWorks Express and MoneyWorks Gold include importing and exporting and will import items lists e.g. products, services etc., with the main difference being that MoneyWorks Gold will manage inventory, tracking qty. on hand etc. and Express is just an item list with an assigned income account when selling and cost of goods account when purchasing, there fore not tracking qty on hand. Continue reading

How do I import two names into one field

Q: Our current customer / supplier database is set up with split name fields, first and last, and MoneyWorks uses just a single name field for both first and last names, is there away to import or combine the two name fields used in our current database so we can import them into MoneyWorks?

When importing records e.g. Names, Items, from a text file with various columns and rows, you line up the MoneyWorks fields to the fields (columns) in the import file. Continue reading

How do I import names from my old system

Q: I want to import my customers and suppliers from my old system into MW. What is the easiest way to do this?

MoneyWorks Express and MoneyWorks Gold can import name records, exported from most legacy accounting solutions. Although all accounting systems are different or proprietary, they are all databases, consisting of tables (lists) tracking various fields (types of labeled information). In order to move the data in these lists from one system to another, you must export the lists in a text format from the old system and line up that text file to match up the field names in the new system.

Express & Gold are very flexible in exporting and importing records (names, items) and or transactions, with a unique and extremely flexible mapping system. However the first step is to export the names, in this case customers from your old system and that will take some knowledge of  excel or numbers for Mac purists. Continue reading

What can I bring over from BusinessVision

Unfortunately most accounting software manufacturers limit conversion capability to their competitor’s products. It is a way to keep their customers from straying. BusinessVision is not alone in this regard. Although MoneyWorks is very open in its design philosophy when it comes to exporting and importing data, it is restrained to what the legacy systems, in this case BusinessVision will provide in both usable data and logical formats.

From BusinessVision one can usually export the following which you can import into Moneyworks (no importing in Cashbook). Continue reading

What can I bring over from MYOB

Unfortunately most accounting software manufacturers limit conversion capability to their competitor’s products. It is a way to keep their customers from straying. MYOB is not alone in this regard. Although MoneyWorks is very open in its design philosophy when it comes to exporting and importing data, it is restrained to what the legacy systems, in this case MYOB will provide in both usable data and logical formats.

From MYOB one can usually export the following which you can import into Moneyworks (no importing in Cashbook). Continue reading

What can I bring over from Peachtree

Unfortunately most accounting software manufacturers limit conversion capability to their competitor’s products. It is a way to keep their customers from straying. Peachtree is not alone in this regard. Although MoneyWorks is very open in its design philosophy when it comes to exporting and importing data, it is restrained to what the legacy systems, in this case Peachtree will provide in both usable data and logical formats.

From Peachtree one can usually export the following which you can import into Moneyworks (no importing in Cashbook).

Continue reading

What can I bring over from Simply

Unfortunately most accounting software manufacturers limit conversion capability to their competitor’s products. It is a way to keep their customers from straying. Simply is not alone in this regard. Although MoneyWorks is very open in its design philosophy when it comes to exporting and importing data, it is restrained to what the legacy systems, in this case Simply will provide in both usable data and logical formats.

From Simply one can usually export the following which you can import into Moneyworks (no importing in Cashbook). Continue reading

What can I bring over from Quickbooks

Unfortunately most accounting software manufacturers limit conversion capability to their competitor’s products. It is a way to keep their customers from straying. Intuit is not alone in this regard. Although MoneyWorks is very open in its design philosophy when it comes to exporting and importing data, it is restrained to what the legacy systems, in this case Quickbooks will provide in both usable data and logical formats.

From Quickbooks one can usually export the following which you can import into Moneyworks (no importing in Cashbook). Continue reading