Sawadee TAX · Moving-in guide

Moving-in guide — keep the books you have

Move books kept in Excel, another program or by an accounting firm without starting over.

1Gather in ExcelPaste staff, suppliers, customers and past expenses into our Excel template — or just use the file you have.
2Import at onceSettings → My data → 'Move existing records in': upload the file or paste cells. The kind and the columns are found for you; rows already in the books are skipped.
3Opening balancesSettings → My data → 'Opening balances': start date, cash, unpaid bills and money customers owe, on one screen.
4Bank statementsUpload bank statements (Excel, CSV, PDF) on the Bank matching screen and they are paired with the receipts and invoices in your books.
5POS salesImport a POS Excel once and its columns are remembered — after that just send the file on LINE.
6Link your accountantAdd your accountant in Settings → Accountant and send each month's books by LINE or mail with one button.

Exports from other programs work too — when columns can't be matched, the AI helps once.
Stuck while moving? Ask in a free consultation.
The Excel template comes in five languages.

Sawadee TAX helps you keep the books and prepare filings. Check what you file with your accountant.