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Migration Guide: Transitioning from myBooks to myBooksAI

This guide provides detailed steps to help you migrate from the older version of myBooks Accounting Software to the new generation myBooksAI, powered by advanced AI capabilities.

Step 1: Export Data from myBooks​

To ensure a smooth transition, export your key data from the older version of myBooks.

1.1 Export Contacts (Customers and Vendors)​

  1. Navigate to the Contacts section in the old myBooks.
  2. Export a list of Customers and Vendors, ensuring the file includes:
    • Contact Name
    • Outstanding Receivables
    • Outstanding Payables
  3. Save the file in Excel format.

1.2 Export Items with Stock Information​

  1. Go to the Items section in the old myBooks.
  2. Export the list of items, including:
    • Item Name
    • Stock in Hand
  3. Save the file in Excel format.

1.3 Export Transactions as Reports​

  1. Navigate to the Transactions section in the old myBooks.
  2. Export a detailed list of transactions:
    • Save the reports in both Excel and PDF formats.
    • Include all relevant fields such as Transaction Date, Amount, and Reference Details.

Step 2: Prepare Data for myBooksAI​

2.1 Adjust Columns in Exported Files​

  1. Open the exported Excel files for Contacts and Items.
  2. Adjust the columns to match the required format for the new myBooksAI system. Refer to the myBooksAI Import Format Guide for specific column requirements.

Step 3: Import Data into myBooksAI​

3.1 Import Contacts​

  1. Log in to your myBooksAI account.
  2. Navigate to the Import Contacts section.
  3. Upload the adjusted Excel file containing Customers and Vendors.

3.2 Import Items​

  1. Go to the Import Items section in myBooksAI.
  2. Upload the adjusted Excel file with stock information.

Step 4: Manage Transactions​

4.1 Transaction Export and Storage​

  1. Since transaction import is not yet available in myBooksAI:
    • Use the exported Excel and PDF reports from the old myBooks to reference past transactions.
    • It is recommended to keep these files securely stored for future reference.

Parallel Operation​

The old version of myBooks will continue to run in parallel for an undetermined period. This allows:

  • Continued access to historical transaction data.
  • Time for all users to migrate and export their data fully.

Important Notes:​

  • Ensure all necessary data is exported from the old system before it is retired.
  • Regularly back up your exported files to prevent data loss.

Need Assistance?​

If you encounter any issues during the migration process, our support team is here to help. Please contact us at support@mybooksai.app.

Thank you for choosing myBooksAI. We look forward to supporting your accounting needs with enhanced AI-driven features.