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Question asked by Daniel Dainty 9 years ago

So this is an odd question, but here goes...

...what are my options if I am considering moving my accounting service to another provider? I know that theoretically I can just start the new FY recording everything from the new system onwards, and just keep the old one hanging around... but I'd rather not pay for both, and I can't really cancel, because all of my records and uploaded invoices are here.

I understand that possibly the system was designed with this predicament in mind! (or perhaps it is me being cynical and it wasn't...)

So what do people do when they want/need to leave?

(Let's leave the "why would you want to?" out of this please!)

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3 Replies

Couple of extras Daniel:

Most important report to download for each year is the "Transactions" Report (similar to Export-General ledger) but as the CSV doesn't have opening balances I always also download a trial balance on day one of the year.

Don't forget to make sure you have PDFs of all the VAT returns and, if applicable, take screenshots of payroll annual summary & P11 pages.

Finally, don't forget, with Clear Books, "You can check-out any time you like, but you can never leave!" :)

Best answer
9 years ago

But why would you want to leave Daniel??? ;-)

I presume you'd just download all available reports into both PDF & csv, make a final back-up then export all uploaded docs (CB might have to do this last part for you, not sure how it works as we use Dropbox instead of uploading anything)

9 years ago

Hi Daniel,

Kevin is once again right, as per usual :)

Most of your data can be exported in CSV format, which can be opened in another accounting system, Excel etc. Please find the details here: https://www.clearbooks.co.uk/support/guides/export/data-export-tool/

It's always a good idea to create a back-up, should you wish to return to using Clear Books at a later date.

As for your attachments, they would have to be downloaded individually, as we currently don't support bulk-download of documents.

All the best,

Mia

9 years ago

Couple of extras Daniel:

Most important report to download for each year is the "Transactions" Report (similar to Export-General ledger) but as the CSV doesn't have opening balances I always also download a trial balance on day one of the year.

Don't forget to make sure you have PDFs of all the VAT returns and, if applicable, take screenshots of payroll annual summary & P11 pages.

Finally, don't forget, with Clear Books, "You can check-out any time you like, but you can never leave!" :)

Best answer
9 years ago

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