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Switch without losing the current year.

The best time is the turn of the year or quarter, but a migration is possible anytime. You carry over master data, open items and opening balances, and everything from the effective date onward runs in ZepDesk.

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The order that has proven itself

There is a guide for every step in the documentation. If something gets stuck, write to us before you improvise.

1 Create the company, choose the legal form and chart of accounts (SKR03 or SKR04)

2 Import master data: customers, suppliers, products, prices via CSV

3 Carry over open items: unpaid outgoing and incoming invoices

4 Post opening balances: account balances from the old software as of the effective date

5 Connect bank accounts or import statements from the effective date onward

6 Set up the tax profile: VAT, filing period, ELSTER certificate

7 Invite your tax advisor and generate a DATEV export once as a test run

8 Keep the old software in read-only mode for record retention, do not shut it down right away

What we can carry over

CSV import

Customers, suppliers, products, prices and transactions with field mapping and a preview before anything is written.

Open items

Receivables and payables with due dates, so dunning and payment matching work right away.

Opening balance sheet

Balances per account as of the effective date, including fixed assets and provisions for corporations.

Receipts

Existing PDF receipts can be imported in bulk and matched to the transactions.

Coordination with your tax firm

The DATEV export is generated once in advance so the firm can confirm the format.

No parallel operation

From the effective date on, only ZepDesk runs. The old software stays read-only for record retention only.

The switch in four stages.

Move over on the effective date without losing the current year.

STEP 1

Master data

Carry over customers, suppliers, products and prices via CSV.

STEP 2

Open items

Import unpaid invoices with due dates.

STEP 3

Opening balances

Post balances per account as of the effective date.

STEP 4

Coordination

Generate the DATEV export once and have your tax firm confirm it.

The old software stays read-only for record retention instead of being shut down right away.

Plan your migration.

Tell us which software you are coming from and the effective date. We will tell you what needs to be done.

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