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How do I switch from one integrated accounting software to another when I use Weel?

  • Updated

To switch between Xero, MYOB Account Right or Quickbooks to a new accounting software provider:

 

1. Make sure that all expense data in Weel has been exported into your current account software

  1. Open the Transactions page

  2. Make sure that the Xero/MYOB/Quickbooks Export column is showing as Unreconciled or Reconciled for all transactions. This means that the expense data in Weel has successfully exported into your accounting software

If a transaction is showing as Export Error or Waiting to Export please hover your mouse over the tag and follow the instructions in the pop-up to export your transaction.

 

To quickly find any transactions marked as Export Error or Waiting to Export:

  1. Click Filter

  2. Click Xero/MYOB/Quickbooks Export

  3. Select Waiting to Export or Export Error

 

2. Reconcile any unreconciled transactions in your accounting software

This will ensure that your books are tidy when converting between accounting software. This process looks slightly different for each accounting software.

Important: Historical Weel transactions will not be exported into your new accounting software after the rollover to the new integration. Only transactions made after the successful integration will automatically export to your new system.

 

3. Disconnect your existing accounting software from Weel

  1. Click the Cog button in the top right-hand corner of Weel

  2. Click Settings

  3. Click Integrations

  4. Click Disconnect next to your integrated accounting software

Reach out to Weel support to confirm this is disconnected.

 

4. Convert to your new accounting software provider

This is handled differently for each accounting software provider:

 

5. Connect to your new accounting software

  1. Click the Cog button in the top right-hand corner of Weel

  2. Click Settings

  3. Click Integrations

  4. Click Connect next to your new accounting software

  5. Follow the on-screen prompts

  6. Your chart of accounts will import into Weel and will need to be re-mapped