10. Moving from your old software (NextMove)

Master data and opening balances in one Excel file

1. 1Download the template — NextMove: one Excel file for company details, chart of accounts, departments, customers, suppliers, items, warehouses, bank accounts and opening balances at your start date
2. 2Fill or paste — From your old program; codes are optional; NextAI helps map other programs’ files
3. 3Check and import — Every cell is checked first; confirm to import the whole file at once; undo within 7 days
4. 4Old documents (optional) — Sales and purchase documents up to 12 months before your start date, view-only, not posted, not in tax reports