Coming from Excel, QuickBooks, Zoho Books, Odoo or Sage? Here is how to move across cleanly — or keep your system and connect it instead.
Pick the day your books move to ThatFiscal — the start of a month is easiest. Everything up to it stays in your old system; everything after it happens here.
As at the cut-off, export: customers and suppliers (names, TINs, VAT numbers, contacts); items with their prices and HS codes; invoices still unpaid and bills still owed; your bank and cash balances; your fixed assets; and a trial balance.
In Settings & Branding add your logo, address and bank details. Add your bank and cash accounts in Bank & Cash, and set the official USD to ZWG rate in Financial Settings.
Add your customers and vendors, and your items in Items & HS Codes — with their HS codes, so every invoice carries them.
Use Enter Your Opening Balances on the dashboard's setup checklist: what customers owed and what you owed suppliers on the cut-off date come in as balances brought forward, and are paid off like any invoice. Fixed assets load from the asset import template.
We register a test device first and prove your invoices pass ZIMRA's checks, then your production device. From then on, invoices are issued on production.
Issue a few days of invoices in ThatFiscal while your old system is still to hand, check the reports agree, then stop issuing in the old one.
Your customer and item lists are usually already in a spreadsheet — tidy the TINs (10 digits) and HS codes (4 or 8 digits) before you load them.
Export Customers, Vendors and Products & Services, and the A/R and A/P ageing at the cut-off. Or keep QuickBooks and connect it.
Export Contacts and Items, and the receivables and payables reports at the cut-off. Or keep Zoho Books and connect it.
Export Contacts and Products (with their internal references and HS codes), and the aged receivables and payables. Or keep Odoo and connect it with our module.
Export the customer, supplier and inventory lists and the age analysis at the cut-off. Or keep Sage and connect it through our API.
You can. Odoo, Zoho Books, QuickBooks Online, Sage, Excel and any system that can call our API fiscalise through ThatFiscal, and your books stay where they are. See the setup guides, or talk to us and a consultant will help you choose.
