New to the (excellent) community here and trying to find the best way to import our past accounting information into ERPNext. Currently, the info is handled by an accounting firm we use through a (non online) software called Smartbit (MARCHASYSTEMS is the provider).
Any recommendation as per how to best operate the migration from a technical standpoint?
Many thanks in advance.
Olivier
wait for the start of the next fiscal year and start from scratch with a bunch of opening balances I’d say.
The time till then I’d use to setup and get used to ERPNext
Have a test rep ready (where you can download all transaction as needed)
Build chart of account first
Make sure your warehouse are in, your customers are in, your suppliers are in
Download all transactions in a .csv file (careful with date)
I suggest you only care about 1 type of transaction at a time (stock entry, transfer, invoices, voucher, etc.)