Regardless of which alternative accountancy software you are moving from, the process of transferring your data into Pandle is the same.

If you are using accounting software such as Wave, Xero, Quickbooks, FreeAgent, Sage, or Freshbooks, you should be able to export a report called a 'trial balance'.

This should be dated the day before your start date in Pandle. It will contain all the balances you need in order to transfer your accounting data into Pandle using our Opening Balances feature.

You can also export a list of your customers and suppliers from your previous software provider, and then import this file into Pandle so you don't need to spend as much time entering information manually.

Important notes for transferring

  • To avoid errors, it's important to check the data in your previous system is correct before importing it into Pandle.

  • If you have an accountant, ask them to confirm that any year end adjustments have been entered in your previous accountancy software before moving to Pandle.

When moving from any system, it's always a good idea to export all your transactions as a back up. Some software providers will block your access and may eventually delete your data once you stop subscribing to their service - Pandle does not!

Opening balances assistant

To help make the process of switching to Pandle easier for users we have created an Opening Balances Assistant, which will guide you through the best way of entering your opening balances in Pandle, based on your business's circumstances.

Learn more about entering Opening Balances into Pandle.

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