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Frequently Asked Questions

Data Import

Will the SAFE integrate with our existing contact management system?

Our Contact Manager is nowhere near as sophisticated as dedicate programs such as Salesforce, Act and Goldmine, but it ain’t half bad! It has very strong links between customers/contacts/sales history/requests for quotes and forms management which is very important for many of our customers, so we suggest you give it a fair shot on that… Read more.

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What about accessing our data from other programs?

We can provide you with an ODBC driver for our data that will allow you to access Simple Accounting files from most popular spreadsheets, word processors and database programs, such as Lotus Approach® and Microsoft Access®. Many of our customers use this technique.

Posted In: Frequently Asked Questions

Can you convert my existing data into Simple Accounting?

We can convert your main data files (customers, contacts, vendors, products, chart of accounts) from most competing packages as well as most popular general-purpose accounting programs. In many cases, we can also convert order history from other forms industry packages. This service is billed based on the amount of data to be converted and there… Read more.

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