Backup data from WAVE software

Yes
But it involves significant work. Doing so enables reporting including historical data and demonstrates how your accounting functionality will evolve with time without waiting.

In practice everyone must decide how far back to go and what to bring over.

To transfer data

  • first set up a Manager businesses as you want it, using test data. Noting Manager will be different in some details compared to your prior system

  • Then import what you want to bring across.

  • Most tabs in Manager correspond to an underlying database table. Use “Batch update” on your test database to see the data format required.

  • Use “Batch create” to populate each table, starting in tables without links to others

  • Links between tables are via GUID, found by doing a “Batch update” after importing data.

  • External database tools (such as “VLOOKUP” in a spreadsheet) are used to match GUID prior to importing data with links to other tables.

As many user will not pay (in time or money) to do this. The official position is transfer only the minimum, achieved by:

  • setting the start date in Manager to when you stop using your old accounting system
  • set starting balances in Manager
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