Migrating to Flare from other accounting systems
If you are migrating to Flare from another accounting system (software, spreadsheet, or paper) read these articles to help you make a smooth transition. Although you can use Flare right away without a full migration of your previous sytem's accounting data, your Flare account will be more accurate if you follow these steps.
- Migration checklist
- Migration step 1: choose a conversion date
- Migration step 2: run a trial balance in your previous accounting system
- Migration step 3: choose a chart of accounts
- Migration step 5: create sales tax
- Migration step 5: record accounts receivables
- Migration step 6: record accounts payables
- Migration step 7: enter remaining opening balances
- Migration step 8: define your fiscal year
