Switching to EZE123

1. 1

   Bring in your opening balances

   Download your trial balance from your existing system and import it - or capture it manually if you'd rather - plus your outstanding customer and supplier balances, itemised invoice by invoice and bill by bill, not just one lump total. That's what keeps your Aged Debtors, Aged Creditors and customer/supplier statements accurate from day one, not just your Trial Balance.

2. 2

   Set up your chart of accounts

   You start with a chart of accounts already structured for a South African business - rename, add or remove accounts to match how you actually run things.

3. 3

   Add your customers, suppliers and products

   Your master data - the people you invoice, the people you buy from, and what you sell - set up once, reused on every document from then on.

4. 4

   Import your bank statement and start allocating

   Bring in a statement, and set up keyword rules as you go so each transaction gets faster to allocate than the last - it learns from your own corrections rather than starting from zero every month.

5. 5

   Invite your team, with the right access for each person

   Add your bookkeeper, your accountant, whoever else touches the books - each with exactly the access their role needs, not a shared login.

You'll choose how to pay - card, Apple Pay, Capitec Pay, or EFT - see how signing up actually works on Get Started.