{"id":13932,"date":"2024-02-28T08:00:00","date_gmt":"2024-02-28T07:00:00","guid":{"rendered":"https:\/\/money.cz\/novinky-a-tipy\/?p=13932"},"modified":"2025-02-10T11:32:14","modified_gmt":"2025-02-10T10:32:14","slug":"prechod-na-novy-ucetni-program-jak-probiha-a-co-je-potreba-zaridit","status":"publish","type":"post","link":"https:\/\/money.cz\/novinky-a-tipy\/podnikani\/prechod-na-novy-ucetni-program-jak-probiha-a-co-je-potreba-zaridit\/","title":{"rendered":"P\u0159echod na nov\u00fd \u00fa\u010detn\u00ed program: jak prob\u00edh\u00e1 a co je pot\u0159eba za\u0159\u00eddit"},"content":{"rendered":"<h2>Na podm\u00ednky p\u0159echodu se ptejte u\u017e p\u0159i v\u00fdb\u011bru<\/h2>\n<p>Hladk\u00fd p\u0159echod si pojist\u00edte u\u017e ve chv\u00edli, kdy nov\u00fd \u00fa\u010detn\u00ed program vyb\u00edr\u00e1te. Zjist\u011bte si od potenci\u00e1ln\u00edch dodavatel\u016f, jak p\u0159echod z va\u0161eho p\u016fvodn\u00edho \u00fa\u010detn\u00edho programu na ten jejich prob\u00edh\u00e1 a<strong> jak v\u00e1m ho mohou usnadnit<\/strong>.<\/p>\n<p>V\u0161echny modern\u00ed \u00fa\u010detn\u00ed programy dnes maj\u00ed funkce, kter\u00e9 v\u00e1m p\u0159echod usnadn\u00ed nap\u0159\u00edklad t\u00edm, \u017ee data z p\u0159edchoz\u00edho syst\u00e9mu nemus\u00edte p\u0159episovat ru\u010dn\u011b. Ru\u010dn\u00ed <a href=\"https:\/\/money.cz\/novinky-a-tipy\/ucetnictvi-2\/jak-co-nejjednoduseji-zaridite-prenos-dat-do-noveho-ucetniho-programu\/\">p\u0159enos dat do \u00fa\u010detn\u00edho syst\u00e9mu<\/a> by trval dny a\u017e t\u00fddny, zat\u00edmco <strong>automatick\u00fdm importem<\/strong> to zvl\u00e1dnete za jedno odpoledne.<\/p>\n<p>V\u00e1\u0161 nov\u00fd \u00fa\u010detn\u00ed program by m\u011bl z hlediska p\u0159echodu nab\u00edzet zejm\u00e9na:<\/p>\n<ul>\n<li>jednoduch\u00e9 <strong>nastaven\u00ed agendy<\/strong> a po\u010d\u00e1te\u010dn\u00edch stav\u016f,<\/li>\n<li><strong>automatick\u00fd import<\/strong> dat z XML \u010di excelov\u00fdch tabulek,<\/li>\n<li>p\u0159ehledn\u00e1 <strong>videa a manu\u00e1ly<\/strong>, kter\u00e9 v\u00e1s cel\u00fdm procesem provedou,<\/li>\n<li><strong>z\u00e1kaznickou podporu<\/strong>, kter\u00e1 v\u00e1m v p\u0159\u00edpad\u011b pot\u00ed\u017e\u00ed pom\u016f\u017ee.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/money.cz\/novinky-a-tipy\/ucetnictvi-2\/prechod-z-bezplatneho-na-placeny-ucetni-program-kdy-proc-a-jak\/\">P\u0159echod na placen\u00fd \u00fa\u010detn\u00ed program<\/a> v\u017edy za\u010dn\u011bte <strong>otestov\u00e1n\u00edm demoverze<\/strong>. V\u011bt\u0161ina sou\u010dasn\u00fdch \u00fa\u010detn\u00edch program\u016f nab\u00edz\u00ed verzi zdarma se v\u0161emi funkcemi, kde si otestujete, jak se v\u00e1m v programu pracuje. Po\u0159\u00edzen\u00ed \u00fa\u010detn\u00edho programu je toti\u017e d\u016fle\u017eit\u00fd krok v \u017eivot\u011b firmy, kter\u00fd nen\u00ed radno podcenit.<\/p>\n<p><strong>Tip:<\/strong> Pokud nov\u00fd program teprve vyb\u00edr\u00e1te, p\u0159e\u010dt\u011bte si \u010dl\u00e1nek s radami, <a href=\"https:\/\/money.cz\/novinky-a-tipy\/podnikani\/jak-poznate-ze-potrebujete-ucetni-software-a-jak-vyberete-ten-pravy\/\">jak vybrat \u00fa\u010detn\u00ed program<\/a>.<\/p>\n\n    <div class=\"promoboxs3\">\n      <div class=\"promoboxs3__content\">\n        <div class=\"promoboxs3__content-label\">\n          Tip redakce\n        <\/div>\n        <div class=\"promoboxs3__content-heading\">\n          Vyzkou\u0161ejte si zdarma \u00fa\u010detn\u00ed program Money&nbsp;S3\n        <\/div>\n        <div class=\"promoboxs3__content-text\">\n          S&nbsp;n\u00edm m\u016f\u017eete snadno <strong>v\u00e9st \u00fa\u010detnictv\u00ed, da\u0148ovou evidenci, vystavovat faktury a&nbsp;evidovat sklad<\/strong> pro kamenn\u00fd i&nbsp;online prodej.\n        <\/div>\n        <div class=\"promoboxs3__content-cta\">\n          <a href=\"\/cenik-s3\/vyzkouset-money-s3-start\/\" class=\"c-btn--large\">St\u00e1hnout zku\u0161ebn\u00ed verzi<\/a>\n        <\/div>\n      <\/div>\n      <div class=\"promoboxs3__illustration\">\n        <img decoding=\"async\" src=\"\/wp-content\/themes\/money-blog\/inc\/assets\/img\/promobox-s3.png\" alt=\"Money S3\">\n      <\/div>\n\t\t<\/div>\n  \n<h2>P\u0159\u00edprava dat p\u0159ed p\u0159enosem<\/h2>\n<p>Jakmile sv\u016fj nov\u00fd \u00fa\u010detn\u00ed program vyberete a po\u0159\u00edd\u00edte, p\u0159ipravte data na p\u0159enos ze star\u00e9ho syst\u00e9mu. <strong>Sepi\u0161te si v\u0161e, co chcete p\u0159esunout<\/strong>. Ide\u00e1ln\u011b si u toho star\u00fd syst\u00e9m d\u016fkladn\u011b projd\u011bte, a\u0165 na \u017e\u00e1dn\u00e1 data nezapomenete. Doporu\u010dujeme p\u0159esunout co nejv\u00edce dat, proto\u017ee nikdy nev\u00edte, kdy se v\u00e1m budou hodit.<\/p>\n<p><strong>Firmy do nov\u00e9ho syst\u00e9mu nej\u010dast\u011bji p\u0159en\u00e1\u0161\u00ed:<\/strong><\/p>\n<ul>\n<li>vystaven\u00e9 a p\u0159ijat\u00e9 faktury,<\/li>\n<li>z\u00e1lohov\u00e9 faktury,<\/li>\n<li>dobropisy,<\/li>\n<li>z\u00e1vazky a pohled\u00e1vky,<\/li>\n<li>z\u00e1soby v\u010detn\u011b skladov\u00fdch karet,<\/li>\n<li>adres\u00e1\u0159.<\/li>\n<\/ul>\n<p>Bu\u010fte p\u0159i pl\u00e1nov\u00e1n\u00ed konkr\u00e9tn\u00ed. Nepi\u0161te jen, \u017ee chcete p\u0159esunout klienty z adres\u00e1\u0159e, ale i <strong>konkr\u00e9tn\u00ed \u00fadaje<\/strong> \u2013 nap\u0159\u00edklad jm\u00e9na, adresy, bankovn\u00ed \u00fa\u010dty, e-mailovou komunikaci a tak d\u00e1le.<\/p>\n<p>Jakmile m\u00e1te seznam kompletn\u00ed, exportujte v\u0161echna data, kter\u00e1 exportovat jdou. V\u011bt\u0161ina \u00fa\u010detn\u00edch program\u016f umo\u017e\u0148uje export kl\u00ed\u010dov\u00fdch dat do soubor\u016f ve form\u00e1tu <strong>XML<\/strong> nebo do <strong>excelov\u00fdch tabulek<\/strong>.<\/p>\n<p>Pot\u00e9 ru\u010dn\u011b <strong>zkop\u00edrujte data, kter\u00e1 exportovat nejde<\/strong>, typicky nap\u0159\u00edklad popisky produkt\u016f, ulo\u017een\u00e9 e-mailov\u00e9 zpr\u00e1vy nebo nahran\u00e9 p\u0159\u00edlohy.<\/p>\n<p>V\u0161echny exportovan\u00e9 i zkop\u00edrovan\u00e9 soubory s daty si <strong>pe\u010dliv\u011b z\u00e1lohujte<\/strong>, a\u0165 o n\u011b z jak\u00e9hokoliv d\u016fvodu nep\u0159ijdete. Ide\u00e1ln\u011b na firemn\u00ed server, extern\u00ed disk nebo jin\u00e9 fyzick\u00e9 m\u00e9dium. M\u016f\u017eete vyu\u017e\u00edt i bezpe\u010dn\u00e9 cloudov\u00e9 \u00falo\u017ei\u0161t\u011b, kter\u00e9mu d\u016fv\u011b\u0159ujete.<\/p>\n<h2>Instalace a nastaven\u00ed agendy<\/h2>\n<p>Nyn\u00ed je \u010das zprovoznit nov\u00fd \u00fa\u010detn\u00ed program. Syst\u00e9my jako nap\u0159\u00edklad <a href=\"https:\/\/money.cz\/\">Money S3<\/a> v\u00e1m se spr\u00e1vn\u00fdm nastaven\u00edm agendy <strong>pomohou u\u017e b\u011bhem instalace<\/strong>.<\/p>\n<p><strong>Je\u0161t\u011b p\u0159ed spu\u0161t\u011bn\u00edm si zvol\u00edte:<\/strong><\/p>\n<ul>\n<li>zda vedete \u00fa\u010detnictv\u00ed, nebo da\u0148ovou evidenci,<\/li>\n<li>zda v\u00e1m \u00fa\u010detnictv\u00ed spravuje extern\u00ed \u00fa\u010detn\u00ed, nebo si ho vedete sami,<\/li>\n<li>jak\u00fd typ subjektu jste (fyzick\u00e1 osoba, pr\u00e1vnick\u00e1 osoba, neziskovka apod.).<\/li>\n<\/ul>\n<p>Sou\u010dasn\u011b vypln\u00edte tak\u00e9 z\u00e1kladn\u00ed \u00fadaje o sv\u00e9 firm\u011b. Money S3 tento krok usnad\u0148uje t\u00edm, \u017ee zad\u00e1te I\u010cO a program <strong>v\u011bt\u0161inu \u00fadaj\u016f vypln\u00ed za v\u00e1s<\/strong>. D\u00e1le uvedete bankovn\u00ed \u00fadaje, kter\u00e9 se budou propisovat na va\u0161e doklady. Po prvn\u00edm spu\u0161t\u011bn\u00ed programu se v\u00e1m automaticky zalo\u017e\u00ed \u00fa\u010detn\u00ed rok.<\/p>\n<h2>Import dat z p\u0159edchoz\u00edho programu<\/h2>\n<p>Modern\u00ed \u00fa\u010detn\u00ed programy maj\u00ed funkce pro import p\u0159ipraven\u00e9 tak, \u017ee ho<strong> zvl\u00e1dnete sami<\/strong>. Solidn\u00ed dodavatel v\u00e1m ale v p\u0159\u00edpad\u011b nejasnost\u00ed v\u017edy r\u00e1d pom\u016f\u017ee.<\/p>\n<p>P\u0159i importu nahrajete do programu p\u0159ipraven\u00e9 soubory s daty. Pokud <strong>importujete z XML<\/strong>, proces je jednodu\u0161\u0161\u00ed. Syst\u00e9m pozn\u00e1 strukturu dat a nap\u0159\u00edklad doklady do nov\u00e9ho syst\u00e9mu importuje se v\u0161emi n\u00e1le\u017eitostmi. Maxim\u00e1ln\u011b dopln\u00edte nap\u0159\u00edklad p\u0159edkontace.<\/p>\n<p><a href=\"https:\/\/money.cz\/novinky-a-tipy\/podnikani\/jak-na-snadny-import-dat-z-excelu-do-noveho-ucetniho-programu\/\">Import dat z Excelu<\/a> je tak\u00e9 jednoduch\u00fd, jen vy\u017eaduje trochu klik\u00e1n\u00ed nav\u00edc. S pomoc\u00ed interaktivn\u00edho pr\u016fvodce ozna\u010d\u00edte, kter\u00fd sloupec v importovan\u00e9 tabulce odkazuje ke kter\u00e9mu typu \u00fadaje. Pokud nap\u0159\u00edklad importujete adres\u00e1\u0159, program se v\u00e1s zept\u00e1, kter\u00fd sloupec obsahuje jm\u00e9na, kter\u00fd adresy, kter\u00fd e-maily apod.<\/p>\n<figure id=\"attachment_13933\" aria-describedby=\"caption-attachment-13933\" style=\"width: 1024px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-13933 size-large\" src=\"https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2024\/02\/importmoney-1024x532.png\" alt=\"Money S3 p\u0159i importu dat z tabulky na\u010dte hlavi\u010dky sloupc\u016f. Vy pak jen hlavi\u010dky p\u0159i\u0159ad\u00edte ke kategori\u00edm v Money.\" width=\"1024\" height=\"532\" srcset=\"https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2024\/02\/importmoney-1024x532.png 1024w, https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2024\/02\/importmoney-300x156.png 300w, https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2024\/02\/importmoney-150x78.png 150w, https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2024\/02\/importmoney-768x399.png 768w, https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2024\/02\/importmoney.png 1456w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption id=\"caption-attachment-13933\" class=\"wp-caption-text\">Money S3 p\u0159i importu dat z tabulky na\u010dte hlavi\u010dky sloupc\u016f. Vy pak jen hlavi\u010dky p\u0159i\u0159ad\u00edte ke kategori\u00edm v Money.<\/figcaption><\/figure>\n<p><strong>Nejprve importujte nejd\u016fle\u017eit\u011bj\u0161\u00ed data, tedy:<\/strong><\/p>\n<ul>\n<li>doklady,<\/li>\n<li>z\u00e1vazky a pohled\u00e1vky,<\/li>\n<li>skladov\u00e9 z\u00e1soby<\/li>\n<li>a adres\u00e1\u0159.<\/li>\n<\/ul>\n<p>S t\u011bmito daty m\u016f\u017eete v programu v klidu pracovat a pokra\u010dovat tam, kde jste v p\u0159edchoz\u00edm programu skon\u010dili. Zbyl\u00e1 data jako popisky produkt\u016f nebo fotky nahrajete pr\u016fb\u011b\u017en\u011b.<\/p>\n<p>Tip: <a href=\"https:\/\/money.cz\/novinky-a-tipy\/ucetnictvi-2\/jak-co-nejjednoduseji-zaridite-prenos-dat-do-noveho-ucetniho-programu\/\">Jak si usnadnit import dat<\/a> podrobn\u011b rozeb\u00edr\u00e1me v samostatn\u00e9m \u010dl\u00e1nku.<\/p>\n<h2>Naveden\u00ed po\u010d\u00e1te\u010dn\u00edch stav\u016f a nastaven\u00ed programu<\/h2>\n<p>Te\u010f u\u017e jen zb\u00fdv\u00e1 nav\u00e9st do programu <strong>po\u010d\u00e1te\u010dn\u00ed stavy \u00fa\u010detn\u00edch den\u00edk\u016f<\/strong>. Zde je postup u ka\u017ed\u00e9ho programu r\u016fzn\u00fd. Money S3 m\u00e1 pro tyto \u00fa\u010dely funkci Naveden\u00ed po\u010d\u00e1te\u010dn\u00edch stav\u016f, kde jen ru\u010dn\u011b vypln\u00edte sv\u00e9 aktivn\u00ed a pasivn\u00ed \u00fa\u010dty a dop\u00ed\u0161ete k nim \u010d\u00e1stky. P\u0159es podobn\u00e9 funkce si navedete i <strong>po\u010d\u00e1te\u010dn\u00ed stavy salda a DPH<\/strong>.<\/p>\n<p>Pot\u00e9 si je\u0161t\u011b <strong>projd\u011bte nastaven\u00ed<\/strong> nov\u00e9ho \u00fa\u010detn\u00edho programu a upravte si funkce dle sv\u00fdch pot\u0159eb nebo zvyklost\u00ed. Doporu\u010dujeme proj\u00edt si zejm\u00e9na nastaven\u00ed:<\/p>\n<ul>\n<li>\u00fa\u010detn\u00edho roku,<\/li>\n<li>p\u0159\u00edstupov\u00fdch pr\u00e1v,<\/li>\n<li>u\u017eivatelsk\u00fdch konfigurac\u00ed,<\/li>\n<li>seznam\u016f<\/li>\n<li>a mezd.<\/li>\n<\/ul>\n<h2>P\u0159echod je rychl\u00fd, jen u n\u011bj d\u00e1vejte pozor<\/h2>\n<p>Jakmile t\u011bmito kroky projdete, m\u016f\u017eete v <a href=\"https:\/\/money.cz\/\">nov\u00e9m \u00fa\u010detn\u00edm programu<\/a> pracovat naostro. Po\u010d\u00edtejte s t\u00edm, \u017ee prvn\u00ed dny a\u017e t\u00fddny potrv\u00e1, <strong>ne\u017e si na nov\u00fd syst\u00e9m zvyknete<\/strong>. \u00da\u010detn\u00ed programy maj\u00ed spoustu funkc\u00ed a m\u016f\u017ee v\u00e1m chv\u00edli trvat, ne\u017e se nau\u010d\u00edte, kam kliknout, kdy\u017e chcete vytvo\u0159it z\u00e1lohovku a tak podobn\u011b.<\/p>\n<p>Rozhodn\u011b se ale nemus\u00edte b\u00e1t, \u017ee p\u0159echod na nov\u00fd program na dlouhou dobu zastav\u00ed chod va\u0161\u00ed firmy. Jakmile za jedno odpoledne program nainstalujete a importujete data z p\u0159edchoz\u00edho programu, <strong>v pr\u00e1ci v\u00e1m nic br\u00e1nit nebude<\/strong>.<\/p>\n<p>Pokud v\u00e1s zaj\u00edm\u00e1 podrobn\u00fd<strong> postup s uk\u00e1zkami <\/strong>z rozhran\u00ed programu, <a href=\"https:\/\/money.cz\/prechod-k-money-s3\/\">prohl\u00e9dn\u011bte si videon\u00e1vody<\/a> pro u\u017eivatele, kte\u0159\u00ed p\u0159ech\u00e1z\u00ed na Money S3 z jin\u00e9ho \u00fa\u010detn\u00edho programu.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Na podm\u00ednky p\u0159echodu se ptejte u\u017e p\u0159i v\u00fdb\u011bru Hladk\u00fd p\u0159echod si pojist\u00edte u\u017e ve chv\u00edli, kdy nov\u00fd \u00fa\u010detn\u00ed program vyb\u00edr\u00e1te. Zjist\u011bte si od potenci\u00e1ln\u00edch dodavatel\u016f, &#8230;<\/p>\n","protected":false},"author":35,"featured_media":13935,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":"","inline_featured_image":false,"footnotes":""},"categories":[5,27],"tags":[58,377,378,370],"class_list":["post-13932","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podnikani","category-ucetni-systemy","tag-money-s3","tag-prenos-dat","tag-ucetnictvi-a-danove-evidence-v-money-s3","tag-vyber-ucetniho-programu-do-firmy"],"acf":[],"_links":{"self":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/13932","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/users\/35"}],"replies":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/comments?post=13932"}],"version-history":[{"count":3,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/13932\/revisions"}],"predecessor-version":[{"id":16711,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/13932\/revisions\/16711"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media\/13935"}],"wp:attachment":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media?parent=13932"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/categories?post=13932"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/tags?post=13932"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}