Are your records in Moneybird? Then you bring your customers, invoices, quotes and expenses over to Huismus one to one. The PDFs and receipts come along too. Huismus does a trial run first and only saves anything when you choose to.
Getting your data out of Moneybird
- Log in to Moneybird and open the administration you want to move.
- In the settings, go to the bookkeeping export and download the year export.
- Choose a financial year and export it. Do this for every year you want to bring along.
- Download the zips from the bell at the top right in Moneybird.
No subscription anymore? Then use the export button at the top right in Moneybird and choose all data. You get a zip per year then too.
Don't unzip them. Huismus reads them as they are.
The trial run
In Huismus, open Import, or choose Import from Moneybird on the empty overview. Choose all the zips at once, or drop them in the box, and click Start trial run.
You then see, for each part, what the import would do: how many customers, invoices, quotes and expenses are new, which ones Huismus updates and which already exist. Nothing is saved yet.
Huismus works out every invoice again and compares the total with Moneybird's, to the cent. If one differs, you see which and by how much. That can be a rounding cent, for example. Check those in Moneybird.
Huismus also fills in your business details from your newest invoice. Check them: when you import, they go into Settings.
Importing
All good? Click Import now. You don't have to choose the files again. Then everything is in Huismus, with the numbers as they were in Moneybird.
- PDFs: Huismus keeps the PDF from Moneybird with each invoice, as the original next to its own version.
- Receipts: these go with your expenses.
- Your export: Huismus keeps the zips themselves too, and they go along in your backups.
Importing again
If you import the same export again, nothing changes: Huismus skips what already exists. So you can always import a newer year later.