Import data from your accountant

OnBalance can import data from your accountant that you can use as soon as you start using the application and can also import data on an ongoing basis to keep your tax data up to date.

To know if your accountant's data has been imported into OnBalance, choose Accounting Integration from the company setup menu. If the Data Import Complete checkbox is marked, your data has been imported successfully.

Data that is imported when you begin to use OnBalance

You can start using OnBalance with the following data already imported from your accountant.

  • Customers
  • Vendors
  • Products (if you sell products)

For the data to be available to you, your accountant needs to have exported these items when they invited you to use OnBalance. For example, your accountant might have chosen to export only customers, or to export none of these items to your license. 

If your accountant chose to export at least one of these items, the import process happens automatically when you access OnBalance for the first time, taking a few minutes to be completed. 

Periodically imported data

If you sell products, there are two very important kinds of tax data that are periodically imported from your accountant's application:

  • ICMS Rates Tables
  • ICMS of Simple
These tax rates are used to calculate default taxes on your product sales.

ICMS Rates Tables can change at any time and will be imported every time your accountant updates them in his accounting solution, keeping your company up to date with this tax.

ICMS of Simple can change every month if your company moves to another range of the National Simple. Once again, ICMS of Simple will be imported every time that your accountant updates it in his accounting solution.