THE LEDGERSCOPE TOOLKIT

Migration checklist

Use your own figures. Your entries stay in this browser session.

0 OF 8 COMPLETE

Choose a cutover date and system of recordExport the old trial balance and transaction historySave receipts and attachmentsMap the chart of accountsImport and verify open invoices and billsReconcile bank and opening balancesReview permissions with your accountantComplete and approve the first monthly close

Selections stay in this page session only. Download to keep your progress.

Illustrative planning only. Confirm actual prices and contractual terms with the provider.