Forum Message

Changing from Quickbooks to Solar Accounts

I am thinking of changing from QuickBooks to Solar Accounts.
1) Can I export/import info from Quickbooks?
2) Can I personalise the Accounts list to suit my business?
3) Can the layout of the invoice be edited to allow for our business heading whcih goes across right the top?
Thank you for your help
Paul Hiley


Posted by Paul Hiley on Oct 28, 2009 2:12 PM GMT

Hi Paul,

Thanks for your interest in Solar Accounts. To answer your questions:
1. No, you cannot import data from Quickbooks - you will need to manually enter data. A common approach is to choose a 'conversion date', then enter transactions before that date into Quickbooks and transactions after that date into Solar Accounts.

  1. Yes, you can create, rename and delete accounts to suit your business.

  2. Sorry no, you cannot change the layout of the invoice printed in Solar Accounts. One way to handle this is to export the invoice to a spreadsheet, then remove the title and header fields in Excel and print from Excel.

Regards,


Posted by Mark McLaren (Solar Accounts) on Oct 28, 2009 6:42 PM GMT