Migration
Whether you are leaving a spreadsheet, Zoho Books, Qoyod, Daftra or QuickBooks, the work is the same and it is smaller than people expect. Here is exactly what it involves, including the parts that are still manual.
Almost always the first day of a month, and in Saudi Arabia ideally the first day of a VAT period. You keep issuing invoices in your old system until that date and nothing runs in parallel.
Customers, suppliers, products and services, as CSV. This is the bulk of the work and it is usually an afternoon, because these are the files your old system can already export.
Stock on hand per branch, and the trial balance as at the switch date. Your accountant gives you both, and they are entered once.
Saudi organizations onboard their device and certificate before the first invoice. It is a one-time step and it takes minutes, not a project.
From the switch date every new invoice, bill and payment goes into Ulka. Old documents stay in the old system as a record. You are not migrating history, you are changing where new work happens.
Leave them where they are. Copying years of closed documents into a new system creates work and risk for very little value; what you need is your opening balances, which carry the result of that history in one line each. Keep your old exports and backups for the period the tax authority requires.
Those you do bring, as open items against each customer or supplier, so your receivables and payables in Ulka match reality on day one. Paid and closed documents do not need to come.
For a small business with clean lists, a day or two of work spread over a week, most of it waiting on the opening trial balance from your accountant. The founding offer runs for three months, which is deliberately long enough to move at your own pace rather than over a weekend.
That is what the free period is for. Set up a organization, import your product list, issue a few test documents and see whether the system fits how you work before you move anything that matters.
Send us your export files and we will tell you what maps where before you start, with no obligation and no charge. We would rather spend an hour on that than have you abandon a migration halfway. Get in touch.
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