Moving your books to SnapLedger · Opening
Where the move starts
1:13 · Captions: English, Arabic, French and Chinese.
Moving books usually starts with a question nobody can answer: from which date?
What you'll learn
- See the date your books start from, and why
- Choose to move your books instead of uploading statements
- Find your program in the list
Step by step
- The first to-do — Sandmoor Signs and Displays is set up on SnapLedger. Its first to-do is where the books start.
- Your start date — This is Sandmoor's start date, the first of January. SnapLedger set it when the company was set up, from its Corporate Tax year. Everything before this date arrives as opening balances. Everything after it arrives entry by entry.
- Move, or upload — There are two ways to set the starting point: upload a balance sheet and bank statements, or bring the books across from the program you use. Sandmoor's books are in TallyPrime, so Zuhair chooses to move them.
- Your program — QuickBooks Online, Zoho Books and TallyPrime are all here. Each connects in its own way: QuickBooks and Zoho with a sign-in, TallyPrime with a little help from the computer it runs on.
- On to TallyPrime — Zuhair starts with TallyPrime.
Your start date decides what arrives as opening balances, and what arrives as entries. Next: getting TallyPrime ready.