Switching to Accountable from another software is straightforward. You pick a start date, export your existing data, and import it into Accountable. This article covers each of those steps in detail.
Pick a start date in your account
First, decide from which year you want to start. Any year after 2020 works. Change your starting date in the taxes settings to your desired year, for example 2024.
Export your previous data
Export your data from your existing software. Ideally, export your invoices and expenses as separate PDF files.
You only need the data from the fiscal year for which you want to file your taxes with Accountable. If you want to catch up for the 2024 submission, you only need to add your 2024 data.
Import your data to Accountable
There are several ways to import your existing data into Accountable.
Via Drag & Drop in Accountable Web
For your existing invoices, go to the revenue screen and click on Import invoice.
Then drag and drop your existing invoices and review them.
For your expenses, go to the expenses screen and drag and drop them into the designated field, then review them.
Via email
You can also forward your existing invoices and receipts directly by email. Send your revenue to revenue@accountable.eu and your expenses to expense@accountable.eu.
The documents will automatically create revenue and expense entries that you just need to review and confirm.
Send emails only from the email address you used to register in Accountable. Emails from a different address cannot be assigned to your account.
If you want to send from a different email address, add it as an "alias" under Settings > Personal Details.
Send invoices and receipts as separate files in PDF, JPG, or PNG format.
Manually
You can also add your invoices and expenses manually in Accountable. Click on + Create an invoice in the revenue screen
or on Create an expense in the top right corner of the expenses screen.
From the mobile app
With the mobile app, you can scan your invoices and receipts using your smartphone camera.
For expenses:
| 2. Click on "Scan document" to take a picture of the document |
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For revenues:
| 2. Click on "Import invoice or ticket" | 3. Click on "Scan document" to take a picture of the document |
 |  |  |
💡When you import your previous invoices, Accountable will recognize and save automatically your clients and they will be added to your client list.
Don't forget to add your amortisations with the original startdate of the amortisation and the amortisation period. You can find more about that here.
Key takeaways
Set your start date in the taxes settings before importing any data. Any year after 2020 is supported.
You only need data from the fiscal year you want to file with Accountable.
You can import data via drag and drop in Accountable Web, by email, manually, or by scanning documents in the mobile app.
When importing by email, always send from your registered email address, or set up an alias first.
Need help? Chat with us or email support@accountable.eu, we're happy to help.