Ten points and you are ready to go
You don't have to start from zero: Accounty takes over balances, entries, customers and employees from your current system.
Choose the timing
The easiest time to switch is at the start of a financial year or a VAT quarter. Switching mid-year works too: you carry over the balances as of a cut-off date or import your existing entries.
Have your company details ready
Company name, address, UID or VAT number, start and end of the financial year and your VAT accounting method. That is all you need to get started.
Export the trial balance or balance sheet as of the cut-off date
From your current software as Excel, CSV or PDF. Accounty takes over the balance sheet and income statement as opening or prior-year figures.
Export the journal (optional)
If you want to bring along this year's entries, export the journal. Accounty reads exports from bexio, Banana and Infoniqa as well as generic Excel and CSV files – including VAT codes.
Export customers and suppliers
An Excel or CSV list with names, addresses and email is enough. Note down open customer and supplier invoices for the start.
Prepare your bank account
IBAN and your latest bank statement. You import statements as camt.053, CSV or PDF – Accounty suggests the matching entries and receipts.
Prepare payroll (if you have employees)
Personal details, wage types and the rates for AHV, UVG, KTG and BVG. You can import employees via Excel or let them enter their own data via a link.
Set up your invoice template
Logo, IBAN or QR-IBAN and your payment terms – so your first QR-bills go out right away.
Capture receipts digitally from day one
Photograph receipts or forward invoices by email. Accounty picks up amount, VAT and account – you confirm.
Invite your fiduciary
Do you work with a fiduciary? Invite them – they work directly in your accounting, without exports or email back-and-forth.
Tip: print this page
Tick off the points as you gather the documents. We are happy to answer questions about switching: info@accounty.ch