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What information is imported from my accounting software?

When importing your file for the first time, the following data will be imported:

  • Group headings
  • Income and expense accounts (chart of accounts) with their respective GST statuses
  • The actuals which contain all transactions and data from when the file was started and includes all future dated transactions recorded in your accounting software
  • Bank accounts
  • BAS period return settings
  • Jobs (MYOB AccountRight Live), Categories (Xero), or Enterprises (if you are an Agrimaster user)

If new data or changes have been made to the items listed above in your accounting software, re-importation will sync these changes into Reep.

Note for Xero users

If you deactivate any bank account, an income or an expense account, they will still show in your actuals but will not be available in any budgets created after the date they were deactivated.

Refer to Import your financial data into Reep and Re-import actuals

 

 

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