Hi, My accounts are a total mess, with weeks worth of reconciling to do. I have go cardless linked and DDs working great so I dont want to have to set that all up again. What I want to do is:
Migrate all customers and recurring invoices,
Migrate all the go cardless settings
Migrate the Bank feed settings
I need a clean book so customers have 0 balance on their books
When a customer pays for an invoice on the old books I can reconcile it on there
The goal is to start the books with a zero balance and get my accountant to manage it so it balances.
Does the above seem feasible or is there a better way to do it?
Thanks in advance
Lee