Chart of accounts
Your tree as it is, or mapped onto the Saudi chart that ships with the product.
‹ Moving over
Moving from Xero to Basmtak Books
Export the chart of accounts, contacts, items, trial balance and open invoices from Xero as CSV and upload them. Xero's column headings are already mapped.
File import (CSV / Excel)
A direct Xero connection is not available yet; it needs an app registered with them.
What comes over
Customers and suppliers
With their names, VAT numbers, commercial registrations, addresses and payment terms.
Items
Stocked and non-stocked products and services, with their units, categories and prices.
Opening balances
The opening trial balance as one balanced opening journal.
Open invoices and bills
Whatever is still unpaid, with its age, so your aging is right from day one.
Steps
1 · Pick your source
Qoyod, Zoho Books, Xero, QuickBooks, Odoo, or an Excel/CSV file.
2 · Upload or connect
Qoyod is pulled directly with an API key you copy from your settings there. Everything else is uploaded as files.
3 · Mapping is automatic
Columns and values are matched automatically in Arabic and English — «اسم العميل» and Customer Name are the same thing — and you correct anything we got wrong.
4 · Preview before any write
You see exactly what will be created and what will be skipped and why, before your ledger is touched.
5 · A full undo
A whole import is reversed in one action, including its journals and balances.
Other sources
Try it on your own books
14 days, no card, and you can import your real balances on day one.
Self-serve signup is closed right now. Leave your details and we will open the account for you.