Moving over
Moving from QuickBooks takes a start date and a statement.
Hesafi can't open QuickBooks files. You start fresh from a date with your balances, and keep your QuickBooks reports as your history.
- Save your historyExport the QuickBooks reports you want to keep, like profit and loss and the balance sheet, as PDF or Excel.
- Pick a start dateThe 1st of a month is easiest. Statement lines from before it are left out when you import, so nothing is counted twice.
- Enter what you hadHesafi asks how much was in the bank and cash at the end of the day before. If you import your M-PESA statement, its balance is used.
- Import from that dateYour M-PESA statement PDF and your bank's CSV, Excel or OFX export.
- Check one monthCompare the first month's profit with QuickBooks. Stop the subscription when you're sure.
Importing statements is part of Standard, KES 3,500 once.
