When starting a new file, can I bring over some of the codes I would still like to use?

When starting a new file, you can import all codes from your existing file into the new replacement file. Once they are in the new file and prior to entering any cashbook or budget data, the code lists can be deleted, edited or added to in the new file.

The below items can be imported:

  • Codes

  • Bank accounts

  • Transaction Codes

  • Enterprises

  • Allocations

  • GST setup

  • Tax Deducted setup

  • Tax Withheld setup

  • PAYG setup

Please Note: We suggest that you do not import the bank accounts, instead set these up as new. This will ensure you only import the bank accounts in use, as well as making sure you enter correct opening balances.

Please see: Import Code List


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