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Switching from Moneybird to e-Boekhouden.nl

What you take from Moneybird, how you get it into e-Boekhouden.nl and what to watch out for. Export and import according to the help pages of Moneybird and e-Boekhouden.nl themselves.

What changes?

  • Moneybird sends Peppol e-invoices, e-Boekhouden.nl does not.
  • Moneybird starts cheaper: €4 against €9.95 per month.
  • Only Moneybird integrates with Mollie.
  • Only e-Boekhouden.nl integrates with bol.com.

From the Netherlands check and the prices, checked on the vendors' websites. See the comparison.

What do you take with you?

Exporting from Moneybird

  • Contacts

    Contacten tab > Exporteren, as Excel (sheets Contacten and Contactpersonen) or vCard.

    Moneybird help page
  • Sales invoices

    Facturen > choose a filter > Exporteren: Excel per invoice, Excel per line or Export samenstellen (a ZIP, also with UBL). You download a single invoice as PDF or UBL.

    Moneybird help page
  • Purchase invoices, receipts and journal entries

    Export as Excel per document, Excel per line or Export samenstellen (ZIP). Moneybird does not make a PDF of these.

    Moneybird help page
  • Audit file

    Instellingen > Boekhouding > Boekhouding exporteren > auditfile. Moneybird recommends downloading it before closing the year.

    Moneybird help page
  • General ledger cards

    In Excel, only per financial year.

    Moneybird help page
  • Everything per financial year (backup)

    Instellingen > Boekhouding > Boekhouding exporteren > Download jaarexport: a ZIP with invoices, documents, transactions, ledger cards, audit file, contacts, products and recurring invoices. Only the owner sees this button.

    Moneybird help page

Not found on Moneybird's website: which version of the audit file (XAF) Moneybird produces. Ask them.

Importing into e-Boekhouden.nl

  • Your old accounts

    e-Boekhouden advises against transferring a complete set of accounts.

    e-Boekhouden.nl help page
  • Contacts

    Relaties > Importeren, as CSV, XLS or XLSX. You map the columns and choose whether existing data is overwritten.

    e-Boekhouden.nl help page
  • Entries

    Beheer > Inrichting > Mutaties importeren (CSV, XLS or XLSX), for invoices, invoice payments, money in and out and journal entries, among others. Not for bank statements.

    e-Boekhouden.nl help page
  • Bank statements

    Boekhouden > Invoeren > Importeren. MT940 is preferred, CSV also works.

    e-Boekhouden.nl help page
  • Opening balance

    In a separate screen, with the balances of the closing balance sheet and the invoices that have not been paid yet (according to the older online manual).

    e-Boekhouden.nl help page

Not found on e-Boekhouden.nl's website: an import of an audit file (XAF). Ask them.

Not found on e-Boekhouden.nl's website: a migration service from e-Boekhouden itself. Ask them.

Not found on e-Boekhouden.nl's website: a current help article with the menu path for the opening balance. Ask them.

Step-by-step plan

  1. Choose a switch date. The simplest is the start of a financial year, otherwise the start of a VAT period.

  2. Complete everything in Moneybird up to that date: invoices, receipts and bank transactions. File the VAT return for that period from Moneybird.

  3. Export what you need from Moneybird: at least the audit file, your contacts and your invoices. Keep the files with your records.

  4. Add your contacts in e-Boekhouden.nl and enter the opening balance on the switch date, with the outstanding invoices.

  5. Connect your bank in e-Boekhouden.nl from the switch date, so that no transaction comes in twice or not at all.

  6. Keep your invoice numbers running. Start in e-Boekhouden.nl with a number that did not exist in Moneybird.

  7. Only cancel Moneybird once everything has moved and you have checked the export.

Pitfalls

  • Financial year

    If you switch in the middle of a financial year, your annual figures come from two packages. You then have to combine them for your annual accounts.

  • VAT return for the current quarter

    Make sure one package has all the revenue and costs of a VAT period. If part is in the old package and part in the new one, it is easy to count something twice or miss something.

  • Bank feed

    Let the bank feed in the new package start on the switch date. If the dates overlap, you get transactions twice.

  • Outstanding invoices

    Include unpaid invoices from customers and suppliers in the opening balance. If the new package can take them per invoice, do that: then you can match the payment to the invoice later.

  • Record retention

    You must keep your records for 7 years, and data on real estate for 10 years. So export everything before you cancel, even if you do not need it in the new package.

  • Invoice numbers

    Invoices get sequential numbers, in one or more series, and each number may only occur once. So do not start again at 1 in the new package if that number already exists.

Frequently asked questions

How do I switch from Moneybird to e-Boekhouden.nl?

Choose a switch date, preferably the start of a financial year or VAT period. Complete everything in Moneybird up to that date: invoices, receipts and bank transactions. File the VAT return for that period from Moneybird. Export what you need from Moneybird: at least the audit file, your contacts and your invoices. Keep the files with your records. Add your contacts in e-Boekhouden.nl and enter the opening balance on the switch date, with the outstanding invoices.

What can I export from Moneybird?

According to Moneybird's help pages: contacts, sales invoices, purchase invoices, receipts and journal entries, audit file, general ledger cards and everything per financial year (backup). For each item, this page shows how and where.

What can I import into e-Boekhouden.nl?

According to e-Boekhouden.nl's help pages, it covers your old accounts, contacts, entries, bank statements and opening balance. For each item, this page shows how, and what is not possible.

What is the difference between Moneybird and e-Boekhouden.nl?

Moneybird sends Peppol e-invoices, e-Boekhouden.nl does not. Moneybird starts cheaper: €4 against €9.95 per month. Only Moneybird integrates with Mollie. Only e-Boekhouden.nl integrates with bol.com.

Sources

  1. https://www.moneybird.nl/helpcenter/nl/articles/207534-contacten-exporteren
  2. https://www.moneybird.nl/helpcenter/nl/articles/207111-facturen-exporteren
  3. https://www.moneybird.nl/helpcenter/nl/articles/207145-inkomende-documenten-inkoopfacturen-en-memoriaalboekingen-exporteren
  4. https://www.moneybird.nl/helpcenter/nl/articles/207972-auditfile
  5. https://www.moneybird.nl/helpcenter/nl/articles/207257-boekhouding-downloaden
  6. https://www.moneybird.nl/helpcenter/nl/articles/207252-back-up-maken
  7. https://www.e-boekhouden.nl/functies/importfuncties
  8. https://cdn.e-boekhouden.nl/handleiding/handleiding_relaties.pdf
  9. https://cdn.e-boekhouden.nl/handleiding/Handleiding_Mutaties_importeren.pdf
  10. https://cdn.e-boekhouden.nl/handleiding/handleiding_boekhoudpakket.pdf
  11. https://secure.e-boekhouden.nl/content/handleiding.asp
  12. Belastingdienst: How long must you keep records? (in Dutch)
  13. Belastingdienst: Invoice requirements (in Dutch)

Help pages checked on . Menus and features change; the vendor's help page is what counts. Is something no longer correct? Let us know.

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