Tie out before you switch over

Before you let Swann Retail own your books, it’s worth proving it matches what your old setup produced — a few days of running the two side by side, tying the figures out, so you switch over on evidence rather than hope. This is how to do that safely.

The one rule: never let two systems post the same day to QuickBooks. That — and only that — double-counts your takings. A parallel run compares the numbers on screen; it does not point a second sync at QuickBooks.

Run the two side by side

During the overlap, keep your old sync doing its job and use Swann Retail’s own screens to check the day agrees:

1. Leave your old QuickBooks sync on (Amaka, or whatever posts today) so your books keep filling as normal. Do not turn Swann Retail’s QuickBooks sync on yet.
2. Ring your sales in Swann Retail for the overlap window. If you want its reports to cover the same history, import your past Loyverse sales — imported sales power Swann Retail’s reports and are never posted to QuickBooks, so there’s no risk of double-counting from the import.
3. Each day, tie the two out. Open Swann Retail’s accounting feed for the day and compare its totals — net sales, VAT, cost of goods — against what your old sync booked for the same day. When a handful of days match to the penny, you’ve got your proof.

Some small differences are expected and fine — see why your reports can differ before you chase a few pennies.

Then switch over at a clean boundary

Once the numbers tie out and you trust them, hand the books over at a clean month boundary — that’s the step that keeps “who owned which month” unambiguous:

1. Let the old sync finish posting its final month, then turn it off.
2. Set Swann Retail’s Start posting on to the first day of the next month, so it posts forward from there and never the months already in your books — see Scheduling the sync start.
3. For the first day or two Swann Retail owns, confirm each day in QuickBooks has exactly one source — the full walk-through is in Already syncing to QuickBooks?.

A parallel run is the low-risk way in: you never post twice, you prove the match first, and you flip only when the figures have earned it. To keep tying days out after you’ve switched, see Reconciling your books.