Moving to MoneyWorks from QuickBooks

There are many and varied versions of Quickbooks so these are guidelines only. A full and very detailed guide to migrating from Quickbooks to MoneyWorks is available on request. It may be worth reading the first section of this document … Continue reading

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Importing your items and inventory

We’ve made a available a MoneyWorks script that will make the setting up of your items and inventory easier when creating a new MoneyWorks file. If you can extract your item list, stock count and valuation from your old system … Continue reading

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Moving from Xero

Because Xero is purely cloud based, you don’t have the same access to your data as you do on a traditional system hosted on a computer under your control. This limits the type of data that you can extract. Fortunately … Continue reading

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Importing Q & A

MoneyWorks has extensive and very powerful importing capabilities, allowing you to import almost any data. Below are some of the common questions we get about importing. Note that technical details are in the MoneyWorks manual, which you can search here … Continue reading

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Importing your Opening Receivables and Payables

One of the time-consuming tasks in changing to a new accounting system is getting your opening receivables and payables entered. It is made harder because some systems do not let you export this information in a sensible format (so even … Continue reading

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Converting to MoneyWorks

Converting to MoneyWorks is not hard, but it does need to be done correctly. In essence you want a snapshot of your existing business at a point in time, and it is this snapshot that you take into MoneyWorks. If … Continue reading

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Converting from MYOB or AccountEdge

If you are an MYOB or AccountEdge user, you may have noticed that it is next to impossible to export your vital accounting information out of your system. For example, export your items list and there is no stock on … Continue reading

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