At the end of 2019, we’re disconnecting the Calxa Desktop app from our online services. If you’re still using the desktop app, it’s time to seriously consider your options and plan to switch to the browser app. This may mean moving to an online accounting system.

 

Which of the following groups describes you?

 

1. You have Desktop or Network Accounting Data

 

And your Calxa data is already online

You can tell your data is online from the status bar at the bottom left – it will show a Workspace name rather than a file location.

You will need to move your accounting data online by 1 January 2020 as the browser app will no longer connect to local accounting data.

Our recommendations are:

  1. If you’re using MYOB AccountRight and your data is in a local or network library, simply move it online. Then re-connect Calxa to your MYOB data in the new location and you can start using the browser app.
  2. If you’re using MYOB Classic (the Premier 19 range), you’ll be aware that MYOB are discontinuing support for this product in 2019. Your simplest solution is to upgrade to MYOB AccountRight Live (this will retain all your history). There are a few steps to manage the change in Calxa but they’re all clearly documented.
  3. If you’re using Reckon Accounts, we recommend you consider changing your accounting software to something that is online. QuickBooks Online is probably closest in functionality and terminology but you could also consider MYOB AccountRight Live or Xero (possibly with some add-ons if the core functionality isn’t sufficient). Contact us if you want us to put you in touch with one of our partners who can provide advice on this move.

And your Calxa data is local

You can identify the location of your data in the status bar at the bottom left. It will show the file path and name or the SQL server details.

In principle, you can continue to use the Calxa desktop application and your local accounting data for ever and ever (barring issues beyond our control such as accounting software changes). We recognise that some people need to use local applications as they don’t have reliable internet access but that is a rarer problem each year.

However, we’d encourage you to consider moving online with both Calxa and your accounting system. You’ll get the benefit of accessibility, of sharing with other members of your team (or your Free Advisor), and all of the new, easier-to-use features.

Our CEO, Mick Devine, recently did a webinar for Connecting Up on which online accounting software to use. It’s directed at Not-for-Profits, but many of the pros and cons will be relevant to any business wanting a comparison.

Talk to us if you need help or advice!

 

2. Your Accounting Data is Online but you use Calxa Desktop

 

And your Calxa data is already online

You can tell your data is online from the status bar at the bottom left – it will show a Workspace name rather than a file location.

You have the simplest solution. Just access Calxa through the browser app. You’ll get all the benefits of automation and new features as well as being able to use Calxa from anywhere. There’s a little bit of learning to do things differently but you won’t find it too hard. Sign up for the Calxa Basics webinar or watch the recording.

And your Calxa data is local

You can identify the location of your data in the status bar at the bottom left. It will show the file path and name or the SQL server details.

You should move your Calxa data online soon and start using the browser app. We have a reasonably simple process for moving your existing data that doesn’t take very long. Once you’ve moved the data, there’s a little bit of learning for the online app but you won’t find it too hard.

We run regular Move to Calxa Online Web Chats to talk you through the process, sign up for the next free web chat here .

 

If you have any concerns or questions, our support team is here to help you along the way.