Transfering data into PhreeBooks
Data from other sources can be entered, in bulk, to PhreeBooks through the beginning balances functions and the import/export operation. Refer to the particular section for details in their respective operation. Here is the general guideline to transfering data into PhreeBooks.
- Complete the setup script to initilize the database. (Be sure to use you current chart of accounts)
- Set-up inventory categories and fields.
- Import Inventory Items, Customers, Vendors and Employees.
- Import beginning Accounts Receivable, Accounts Payable, and Inventory balances.
- Edit the beginning balances form to match each account with your former trial balance from the previous accounting package.
- Set the current accounting period to the current period.
- View the Income Statement and Balance Sheet and compare with the expected account values.