How do I resend my accounting to a different accounting package?

"How do I resend my accounting to a different accounting package?"

Sometimes you may decide to switch your accounting package part way into the year.

To resend a few months of payday debits and credits to a different accounting package:

1. First, select the payroll group on: "Menu", then "Payroll groups"
2. Then tap: "Settings", then "Payroll group settings"
3. Then on the "Settings" tab, scroll down to the "Accounting" heading.
4. And you'll see which "Accounting package" you've previously set, or it may still be set to: "Copy/paste debits and credits"
5. Next, to see the previously sent debits and credits, tap: "Pay", then "Send to accounting"
6. And you'll now see the payroll group's previously sent debits and credits slide out from the right.
7. Near the beginning of each row, you'll notice that all the rows have a green status circle.
8. The green status circle means that the payday debits and credits of that row have already been sent to an accounting package.
9. When you tap into a row, you'll notice that there's no blue "Resend" link, for now.
10. Now tap back to the "Accounting package" setting: "Settings", then "Payroll group settings"
11. And connect your accounting package, to see how it changes.
12. In the example, QuickBooks has been connected, but the steps work the same for any accounting package.
13. Now return back to your sent debits and credits at: "Pay", then "Send to accounting"
14. And when you tap into a row, you'll see that there's now a blue "Resend" link. The link allows you to resend the same debits and credits to your newly connected accounting package.
15. Tap blue "Resend" link, then tap: Yes ... send now
16. And finally, the debits and credits are sent to your newly connected accounting package.

Keep in mind that:

• You can change your accounting package as many times as you like.
• The blue "Resend" link still does what you'd expect.

To learn more:

• About connecting an accounting package such as QuickBooks, watch the video on: Connect to QuickBooks
• To learn about how to send a few months all at once, if the debits and credits have never been sent before, watch the video on: Sending accounting all at once, months later

And that's it! That's everything you need to know about resending debits and credits to a different accounting package!