I have gained a new client recently and will be doing the 17/18 accounts, as well as bookkeeping ongoing.
The previous bookkeeping, done in xero, is a total mess and I'm thinking of starting from scratch and redoing the bookkeeping for 17/18 so I know it's correct.
Going forward I'm looking at using Pandle, and I'm asking if it would be relatively simple to redo the earlier bookkeeping whilst maintaining the current bookkeeping, and will I be able to import 18 months of bank feeds at one go?
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Hi - I've used Pandle quite a bit and see it as a great system for the clients whose books are too straightforward for the more sophisticated, and far more expensive, systems and so will recommend it for them once MTD becomes mandatory.
It really depends on the types and volume of transactions as to whether Pandle will be suitable. It will import as many bank transactions as you can feed it and can also import invoices but the explaining of the bank transactions is nowhere near as slick as Xero's and so it may take you a long time.
Best to fully test out Pandle with say a month of transactions to see what's involved and, longer term, whether Pandle suits your client.
On Paul Scholes recommendation I suggested a new client try Pandle.
The outcome; she seems delighted with the software.
Used Pandle this week and it seems great - only one issue: why do credit notes have to be an exact reversal of the original purchase/sales invoice? Quite restrictive.