You are using another software but want to switch to Accountable? Great!
Let me show you how to do that.
First, decide from which year you want to start, any time after 2020 is fine. You can then change your starting date in the taxes settings to your desired year, e.g. 2024.
In the next step, you need to export your data from your existing software. Ideally, you can export your invoices and expenses as separate PDF-files.
You only need the data from the fiscal year you want to do your taxes with Accountable. So if you want to catch up on for 2024 submission, you only need to add your 2024 data.
There are several ways to import your existing data to Accountable.
For your existing invoices, just go to the revenue screen and click on import invoice
then, you can just drag and drop your existing invoices and review them.
For your expenses, just go to the expenses screen and drag and drop them in the designated field and also review them.
You can also just forward your existing invoices and receipts directly via email.
Just send your revenue to [email protected] and your expenses to [email protected].
The documents will create automatic revenue and expenses that you just need to review and confirm.
It is important that you send the emails only from the email address with which you are registered in Accountable. Otherwise, the email cannot be assigned to your account.
If you want to send the email from a different email address, you should set it as an "alias" under Settings > Personal Details.
Please also make sure to send the invoices and receipts separately in PDF, JPG or PNG format.
Another option is to manually add your invoices and expenses directly in Accountable by clicking on either + Create an invoice in the revenue screen
or on Create an expense in the expenses screen in the top right corner.
The advantage of the mobile app is that you can scan your invoices/receipts with the camera of your smartphone.
For the expenses :
| 2. Click on "Scan document" to take a picture of the document |
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For the revenues :
| 2. Click on "Import invoice or ticket" | 3. Click on "Scan document" to take a picture of the document |
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💡When you import your previous invoices, Accountable will recognize and save automatically your clients and they will be added to your client list. |
Don't forget to add your amortisations with the original startdate of the amortisation and the amortisation period. You can find more about that here.
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Author - Sophia Merzbach
Sophia has been a key member of the Accountable team for many years, bringing a unique blend of journalistic precision and in-depth tax expertise to her work.
Who is Sophia ?Thank you for your feedback!
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Read moreThey always answer right away to any question I have, they provide clear answers, and they are very patient even when I struggle to understand. They try to explain in different ways. They are very helpful, responsive and friendly.
Chiara Marradi
10/05/2026
This is an amazing application with great support on issues. In short as in day I am addicted to it (in a positive way). I myself is from IT project management and the way they have captured the user requirement, it’s phenomenal.
Sumit Tewary
01/12/2024
UI is great. Feature packed and very easy to use. The team at Accountable were VERY quick to respond and their team of technicians soon had a fix in place. Very happy with the level of service so far. Thumbs up from me!
Dean Osborne
05/06/2023
Everything was great! All my questions were answered quickly and in a friendly manner.
Wenzeslawa Wegener
11/05/2026
This program is a lifesaver, and it is always improving. Plus, it has an AI chat feature that is actually useful.
Jeffrey Humble
12/01/2026
The coaching session on tax management was excellent, good material, excellent explanations and very insightful. Combined with the AI I never feel alone with Accountable.
Sergio Barbarino
13/04/2026
The availability of your team to help and guide people to understand their finances better is what really makes Accountable valuable. While the AI is able to give answers to most basic questions, specific scenarios need counsel from a human which your team performs beautifully.
Norma
06/04/2026
Fast and careful answers from Alina. Top service. Thank you.
Anonymous
06/04/2026
In the world where everyone seems to be out to get small entrepreneurs and overwhelm them with new rules, more taxes and reporting obligations, Accountable often feels like the one steady partner that actually wants you to succeed, providing quick, clear and personalised support. Thank you!
Janina Arsenjeva
10/04/2026
They always answer for questions wherever is via direct e-mail or through app. If they can’t answer fully they will forward you to the right place. Documents were always prepared well and ready to send further to government. Everything is intuitive in the app and easy to sort out even for someone completely green in this field.
Anonymous
12/03/2026
