For Accountants With Clients Using Infusion

Response to Accountants for Use of Infusion

To access your Client's Infusion data you can install Infusion on your workstation / network. There is no cost for doing this. The software can be downloaded from our website www.infusionsoftware.co.nz. See Release Notes

The version of the software should be the same as that of your client's data eg v8.XX (don't worry about the decimal point values). Restore a backup generated from Infusion (a zip file) from the Admin / Other / Restore Backup menu.

For the data file to display with the Companies Name in the splash screen it will need to be licensed. You will need to obtain a copy of the license from your client (they can contact their Certified Partner or Infusion if they can't locate it.) 

Entering data

Do not enter transactional journals against Control Accounts like Accounts Receivable, Accounts Payable and Bank Accounts.  This will send the Customer Ledger out of balance with the General Ledger, etc.  If you do need to journal to these codes, the best practice is to create a new code directly below called “Accounts Receivable Adjustments”.  If it is for writing off a bad debt then a Customer Adjustment can be done to remove it from the Customer Ledger.

Financial Transaction Export

If required, you can also export the Financials transactional data out of Infusion for importation into the accountant’s software you are using.  Options for this are under the drop down menu Financials / Utilities / Export Financial Transactions or Financials / Utilities / Export to MYOB Accountants Office.  In the General Ledger Codes themselves, you can store the equivalent code you are using in your software.  This is entered in the Export Account ID box and you can have multiple Infusion GL codes going to yours.  If you go down this path, make sure you enter your codes onto the live system so that the data remains when you restore a backup.