Preview opening balances before bringing client books across
Accountants import opening balances from any trial-balance export, including Xero, QuickBooks and Sage, and review them before saving.
Data import
Accountants can preview a trial-balance export before posting opening balances, avoiding manual entry of each account’s opening position.
How it works
- Export the trial balance
- Upload the file
- Preview opening balances
- Apply the balanced file
Preview and apply opening balances
Upload a trial balance, preview it and then apply it. Unbalanced files are refused. Applying opening balances locks the period before the conversion date. Transaction history does not come across.
Upload the fileImport CSV files
Import clients, manual journals and bank statement lines. Journal imports match existing accounts and apply in full or not at all.
Preview opening balancesMoving from another system
SecureWire does not connect to Xero, QuickBooks or Sage. Record which one you use, and export invoices to enter or import there yourself.
Apply the balanced fileContinue with the related work
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.