{"id":18931,"date":"2026-06-02T12:00:00","date_gmt":"2026-06-02T10:00:00","guid":{"rendered":"https:\/\/money.cz\/novinky-a-tipy\/?p=18931"},"modified":"2026-06-02T11:55:53","modified_gmt":"2026-06-02T09:55:53","slug":"prechod-z-excelu-na-ucetni-program","status":"publish","type":"post","link":"https:\/\/money.cz\/novinky-a-tipy\/e-commerce\/prechod-z-excelu-na-ucetni-program\/","title":{"rendered":"P\u0159echod z Excelu na \u00fa\u010detn\u00ed program: Kdy je \u010das na zm\u011bnu a jak na to krok za krokem"},"content":{"rendered":"<p><strong>V \u010dl\u00e1nku zjist\u00edte:<\/strong><\/p>\n<ul>\n<li>podle \u010deho pozn\u00e1te, \u017ee v\u00e1m da\u0148ov\u00e1 evidence v Excelu nesta\u010d\u00ed<\/li>\n<li>jak\u00e9 v\u00fdhody m\u00e1 \u00fa\u010detn\u00ed program oproti Excelu,<\/li>\n<li>jak si p\u0159ipravit data k importu,<\/li>\n<li>jak p\u0159en\u00e9st data do Money S3,<\/li>\n<li>co si zkontrolovat b\u011bhem prvn\u00edho t\u00fddne v nov\u00e9m programu.<\/li>\n<\/ul>\n<h2>5 sign\u00e1l\u016f, \u017ee va\u0161emu podnik\u00e1n\u00ed Excel u\u017e nesta\u010d\u00ed<\/h2>\n<p>U ka\u017ed\u00e9ho podnik\u00e1n\u00ed se chv\u00edle, kdy <a href=\"https:\/\/money.cz\/novinky-a-tipy\/ucetnictvi-2\/navod-jak-zdarma-a-jednoduse-vest-danovou-evidenci-v-excelu\">Excel<\/a> p\u0159estane sta\u010dit, projev\u00ed trochu jinak. Tyhle sign\u00e1ly pat\u0159\u00ed mezi ty nej\u010dast\u011bj\u0161\u00ed:<\/p>\n<p><strong>1. Da\u0148ov\u00e9 p\u0159izn\u00e1n\u00ed v\u00e1m zabere skoro cel\u00fd den<\/strong><\/p>\n<p>M\u00edsto abyste se v\u011bnovali zak\u00e1zk\u00e1m, sed\u00edte dlouh\u00e9 hodiny nad Excelem, p\u0159ep\u00edn\u00e1te mezi tabulkami a kontrolujete, jestli v\u0161echno sed\u00ed. Sta\u010d\u00ed jedna \u0161patn\u011b zkop\u00edrovan\u00e1 bu\u0148ka \u2013 a za\u010d\u00edn\u00e1te znovu.<strong><br \/>\n<\/strong><\/p>\n<p><strong>2. Ztr\u00e1c\u00edte p\u0159ehled o zaplacen\u00fdch faktur\u00e1ch<\/strong><\/p>\n<p>Ve chv\u00edli, kdy \u0159e\u0161\u00edte des\u00edtky faktur denn\u011b, za\u010d\u00edn\u00e1 b\u00fdt spr\u00e1va \u00fa\u010detnictv\u00ed v Excelu opravdu nep\u0159ehledn\u00e1. B\u011b\u017en\u011b se st\u00e1v\u00e1, \u017ee v\u00e1m klient dlu\u017e\u00ed za fakturu, ani\u017e byste si toho v\u0161imli. Nebo v\u00e1m nap\u00ed\u0161e dodavatel, \u017ee faktura je po splatnosti \u2013 a vy m\u00e1te za to, \u017ee jste ji d\u00e1vno uhradili.<\/p>\n<p><strong>3. P\u0159edat \u00fa\u010detnictv\u00ed n\u011bkomu dal\u0161\u00edmu je t\u00e9m\u011b\u0159 nemo\u017en\u00e9<\/strong><\/p>\n<p>Mo\u017en\u00e1 je v\u00e1m to pov\u011bdom\u00e9: jednu verzi tabulky m\u00e1te v notebooku, druhou jste poslali e-mailem a t\u0159et\u00ed si mezit\u00edm upravila \u00fa\u010detn\u00ed. A pak si vol\u00e1te, jestli plat\u00ed soubor \u201eucetnictvi-final-oprava-opravdu-final\u201c.<strong><br \/>\n<\/strong><\/p>\n<p><strong>4. Nabrali jste zam\u011bstnance a \u0159e\u0161\u00edte mzdy a odvody<\/strong><\/p>\n<p>Dokud jste \u0159e\u0161ili jen vlastn\u00ed faktury, mo\u017en\u00e1 v\u00e1m Excel sta\u010dil. Te\u010f ale po\u010d\u00edt\u00e1te v\u00fdplatu brig\u00e1dn\u00edkovi, hl\u00edd\u00e1te term\u00edny odvod\u016f a k tomu \u0159e\u0161\u00edte dovolenou nebo nemocenskou. V takov\u00fdch p\u0159\u00edpadech u\u017e se bez samostatn\u00e9ho mzdov\u00e9ho syst\u00e9mu neobejdete, proto\u017ee s ka\u017edou ru\u010dn\u00ed \u00fapravou se zvy\u0161uje riziko, \u017ee n\u011bco p\u0159ehl\u00e9dnete.<\/p>\n<p><strong>5. Pot\u0159ebujete \u00fa\u010detnictv\u00ed propojit se skladem nebo e-shopem<\/strong><\/p>\n<p>Ve chv\u00edli, kdy v\u00e1m z e-shopu p\u0159ijde objedn\u00e1vka, kterou mus\u00edte ru\u010dn\u011b potvrdit, zan\u00e9st do Excelu a v dal\u0161\u00ed tabulce je\u0161t\u011b upravit stav z\u00e1sob, je to jasn\u00fd sign\u00e1l, \u017ee jste z Excelu vyrostli.<\/p>\n<h2>Excel vs. \u00fa\u010detn\u00ed software<\/h2>\n<p>\u00dakony, kter\u00e9 v\u00e1m v Excelu zabraly n\u011bkolik hodin, zvl\u00e1dnete d\u00edky \u00fa\u010detn\u00edmi programu do 20 minut \u2013 a je\u0161t\u011b si stihnete uva\u0159it k\u00e1vu. Pod\u00edvejte se, kde v\u00e1m \u00fa\u010detn\u00ed program u\u0161et\u0159\u00ed nejv\u00edc \u010dasu.<\/p>\n<table class=\"table table-zebra\">\n<thead>\n<tr>\n<td><\/td>\n<td><strong>\u26a0\ufe0f \u00da\u010detnictv\u00ed v Excelu<\/strong><\/td>\n<td><strong>\u2705 \u00da\u010detnictv\u00ed v Money S3<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Kontroln\u00ed a souhrnn\u00e9 hl\u00e1\u0161en\u00ed<\/strong><\/td>\n<td>Podklady mus\u00edte ru\u010dn\u011b t\u0159\u00eddit, filtrovat a kontrolovat.<\/td>\n<td>Program automaticky p\u0159iprav\u00ed pot\u0159ebn\u00e9 v\u00fdkazy z u\u017e evidovan\u00fdch doklad\u016f.<\/td>\n<\/tr>\n<tr>\n<td><strong>Evidence p\u0159\u00edjm\u016f a propojen\u00ed s bankou\u00a0<\/strong><\/td>\n<td>P\u0159\u00edjmy ru\u010dn\u011b p\u0159episujete z bankovn\u00edho v\u00fdpisu. \u010c\u00edm v\u00edce plateb, t\u00edm v\u011bt\u0161\u00ed \u0161ance, \u017ee n\u011bkterou p\u0159ehl\u00e9dnete.<\/td>\n<td>D\u00edky propojen\u00ed s bankou m\u00e1te cashflow p\u0159ehledn\u011b na jednom m\u00edst\u011b \u2013 v grafech a tabulk\u00e1ch.<\/td>\n<\/tr>\n<tr>\n<td><strong>P\u00e1rov\u00e1n\u00ed plateb s fakturami\u00a0<\/strong><\/td>\n<td>U ka\u017ed\u00e9 platby ru\u010dn\u011b dohled\u00e1v\u00e1te, ke kter\u00e9 faktu\u0159e pat\u0159\u00ed, a sami ozna\u010dujete, co je zaplaceno.<\/td>\n<td>Po sp\u00e1rov\u00e1n\u00ed s platbou se faktura ozna\u010d\u00ed jako zaplacen\u00e1. Hned vid\u00edte, co je uhrazen\u00e9, co je po splatnosti.<\/td>\n<\/tr>\n<tr>\n<td><strong>Z\u00e1konn\u00e9 aktualizace sazeb<\/strong><\/td>\n<td>Kdy\u017e se zm\u011bn\u00ed sazby, limity nebo pravidla, mus\u00edte ru\u010dn\u011b upravit \u0161ablony, vzorce a v\u00fdpo\u010dty.<\/td>\n<td>Program se pravideln\u011b aktualizuje podle platn\u00e9 legislativy.<\/td>\n<\/tr>\n<tr>\n<td><strong>Archivace doklad\u016f s auditn\u00ed stopou<\/strong><\/td>\n<td>Faktury m\u00e1te ve slo\u017ece, \u00fa\u010dtenky v e-mailu, dal\u0161\u00ed podklady na disku. Kdy\u017e n\u011bco hled\u00e1te zp\u011btn\u011b, stoj\u00ed v\u00e1s to \u010das.<\/td>\n<td>Doklady m\u00e1te na jednom m\u00edst\u011b a l\u00e9pe dohled\u00e1te, co se kdy zaevidovalo nebo upravilo. To se hod\u00ed p\u0159i kontrole, komunikaci s \u00fa\u010detn\u00ed i zp\u011btn\u00e9m ov\u011b\u0159ov\u00e1n\u00ed.<\/td>\n<\/tr>\n<tr>\n<td><strong>P\u0159\u00edstup pro v\u00edce u\u017eivatel\u016f<\/strong><\/td>\n<td>Jakmile s tabulkou pracuje majitel i \u00fa\u010detn\u00ed, vznikaj\u00ed r\u016fzn\u00e9 verze a zmatek v tom, kter\u00e1 je aktu\u00e1ln\u00ed.<\/td>\n<td>Majitel firmy i \u00fa\u010detn\u00ed mohou pracovat se stejn\u00fdmi daty, bez pos\u00edl\u00e1n\u00ed soubor\u016f tam a zp\u011bt.<\/td>\n<\/tr>\n<tr>\n<td><strong>Propojen\u00ed s e-shopem<\/strong><\/td>\n<td>Objedn\u00e1vky mus\u00edte do Excelu p\u0159episovat ru\u010dn\u011b a skladov\u00e9 z\u00e1soby se na e-shopu neaktualizuj\u00ed v re\u00e1ln\u00e9m \u010dase. Snadno se tak stane, \u017ee prod\u00e1te zbo\u017e\u00ed, kter\u00e9 u\u017e nen\u00ed skladem.<\/td>\n<td>Data z objedn\u00e1vek se z e-shopu automaticky p\u0159enesou do \u00fa\u010detnictv\u00ed. Program vytvo\u0159\u00ed fakturu a z\u00e1rove\u0148 uprav\u00ed stav z\u00e1sob.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Jak se p\u0159ipravit na import z Excelu do \u00fa\u010detn\u00edho programu<\/h2>\n<p>Dobr\u00e1 zpr\u00e1va na za\u010d\u00e1tek: modern\u00ed \u00fa\u010detn\u00ed programy jsou navr\u017een\u00e9 tak, <a href=\"https:\/\/money.cz\/vlastnosti\/danova-evidence-s3\/\">aby v\u00e1m p\u0159echod usnadnily na maximum<\/a>. <strong>Hlavn\u00ed \u010d\u00e1st p\u0159\u00edpravy proto spo\u010d\u00edv\u00e1 v p\u0159\u00edprav\u011b dat.<\/strong> Projd\u011bte si n\u00e1\u0161 checklist, kter\u00e9 kroky nevynechat, ne\u017e se do importu pust\u00edte.<\/p>\n<h3>\u2713 Vyberte, kter\u00e1 data budete p\u0159en\u00e1\u0161et<\/h3>\n<p>D\u016fkladn\u011b projd\u011bte star\u00fd syst\u00e9m a rozhodn\u011bte se, co v\u0161echno chcete p\u0159esunout a sepi\u0161te si to. Doporu\u010dujeme rad\u011bji importovat v\u00edce informac\u00ed, a\u0165 v\u00e1m pozd\u011bji nic nechyb\u00ed. Nej\u010dast\u011bji firmy z Excelu do nov\u00e9ho programu p\u0159en\u00e1\u0161\u00ed:<\/p>\n<ul>\n<li>cen\u00edk,<\/li>\n<li>adres\u00e1\u0159 odb\u011bratel\u016f a dodavatel\u016f,<\/li>\n<li>stav skladov\u00fdch z\u00e1sob,<\/li>\n<li>vystaven\u00e9 a p\u0159ijat\u00e9 faktury,<\/li>\n<li>z\u00e1lohov\u00e9 faktury,<\/li>\n<li>dobropisy.<\/li>\n<\/ul>\n<p>Dejte pozor, aby v\u0161echny tabulky ukazovaly, co maj\u00ed. Sta\u010d\u00ed, kdy\u017e m\u00e1te v jednom \u0159\u00e1dku v\u00edce \u00fadaj\u016f najednou nebo m\u00e1te nespr\u00e1vn\u011b pojmenovan\u00e9 z\u00e1hlav\u00ed sloupc\u016f, a chaos je na sv\u011bt\u011b.<\/p>\n<h3>\u2713 Z\u00e1lohujte data<\/h3>\n<p>Exportovan\u00e9 a zkop\u00edrovan\u00e9 p\u0159\u00edlohy s daty je\u0161t\u011b p\u0159ed importem rad\u011bji pe\u010dliv\u011b z\u00e1lohujte, a\u0165 o n\u011b nep\u0159ijdete. Bu\u010f na extern\u00ed disk, firemn\u00ed server nebo na cloudov\u00e9 \u00falo\u017ei\u0161t\u011b, kter\u00e9mu d\u016fv\u011b\u0159ujete.<\/p>\n<h3>\u2713 Data nejd\u0159\u00edve exportujte<\/h3>\n<p>V\u0161echna data, kter\u00e1 chcete do nov\u00e9ho \u00fa\u010detn\u00edho syst\u00e9mu p\u0159en\u00e9st, nejprve exportujte do souboru s p\u0159\u00edponou .xls \u010di do XML. V t\u00e9to podob\u011b je lze importovat do v\u011bt\u0161iny \u00fa\u010detn\u00edch program\u016f.<\/p>\n<p>Pot\u00e9 ru\u010dn\u011b zkop\u00edrujte data,<strong> kter\u00e1 exportovat nejde<\/strong> \u2013 typicky nap\u0159\u00edklad popisky produkt\u016f, ulo\u017een\u00e9 e-mailov\u00e9 zpr\u00e1vy nebo nahran\u00e9 p\u0159\u00edlohy.<\/p>\n<p><strong>TIP<\/strong>: Do nov\u00e9ho \u00fa\u010detn\u00edho programu p\u0159ev\u00e1d\u011bjte hlavn\u011b data, se kter\u00fdmi budete d\u00e1l aktivn\u011b pracovat. Star\u0161\u00ed faktury a doklady si ale vyexportujte a archivujte podle z\u00e1konn\u00fdch lh\u016ft \u2013 pokud jste pl\u00e1tce DPH, mus\u00edte faktury uchov\u00e1vat 10 let, pro nepl\u00e1tce plat\u00ed lh\u016fta 5 let.<\/p>\n<p><a href=\"https:\/\/money.cz\/novinky-a-tipy\/podnikani\/jak-na-snadny-import-dat-z-excelu-do-noveho-ucetniho-programu\/\">\u010ct\u011bte podrobn\u00fd n\u00e1vod, jak na import dat z Excelu.<\/a><\/p>\n<h2>Import dat z Excelu do Money S3: krok za krokem<\/h2>\n<p>Nastal den D a jdete importovat: pokud m\u00e1te data rozt\u0159\u00edd\u011bn\u00e1 a vy\u010di\u0161t\u011bn\u00e1, nebojte, se \u017ee v\u00e1m import zabere cel\u00fd v\u00edkend. <strong>V\u0161echno to zvl\u00e1dnete za odpoledne<\/strong> \u2013 Money S3 m\u00e1 dokonce speci\u00e1ln\u011b pro p\u0159enos dat z Excelu modul <a href=\"https:\/\/money.cz\/vlastnosti\/import-dokladu-s3\/\">Import doklad\u016f z Excelu<\/a>.<\/p>\n<p>Jak tedy data krok za krokem importovat?<\/p>\n<p><strong>1. Nainstalujte si Money S3<\/strong><\/p>\n<p>Nejprve si do po\u010d\u00edta\u010de st\u00e1hn\u011bte bezplatnou <a href=\"https:\/\/money.cz\/cenik-s3\/vyzkouset-money-s3-start\/\">verzi Money S3 START<\/a>. Jde o bezplatnou verzi bez \u010dasov\u00e9ho omezen\u00ed, ve kter\u00e9 <strong>m\u00e1te zp\u0159\u00edstupn\u011bn\u00e9 v\u0161echny funkce<\/strong>. Jedin\u00e9 omezen\u00ed plat\u00ed pro mno\u017estv\u00ed doklad\u016f \u2013 jejich po\u010det v\u00e1m ale k otestov\u00e1n\u00ed bude sta\u010dit.<\/p>\n<p>Na webu Money vypln\u00edte registra\u010dn\u00ed formul\u00e1\u0159 a st\u00e1hnete si instala\u010dn\u00ed bal\u00ed\u010dek, kter\u00fd si po sta\u017een\u00ed rozkliknete a b\u011bhem p\u00e1r minut instalujete do po\u010d\u00edta\u010de.<\/p>\n<p><strong>2. Nastavte si sv\u016fj \u00fa\u010det<\/strong><\/p>\n<p>Po instalaci \u00fa\u010detn\u00edho programu do po\u010d\u00edta\u010de se spust\u00ed Pr\u016fvodce, ve kter\u00e9m si<strong> zalo\u017e\u00edte novou agendu<\/strong> \u2013 v n\u00ed budete \u00fa\u010dtovat sv\u00e9 podnik\u00e1n\u00ed. N\u00e1sledn\u011b zad\u00e1te z\u00e1kladn\u00ed \u00fadaje o sv\u00e9m podnik\u00e1n\u00ed: nap\u0159\u00edklad jestli jste fyzick\u00e1 nebo pr\u00e1vnick\u00e1 osoba, zda vedete da\u0148ovou evidenci, jste pl\u00e1tcem DPH nebo jestli pot\u0159ebujete evidovat sklad.<\/p>\n<p>Potom u\u017e jen dopln\u00edte I\u010cO, adresu, bankovn\u00ed \u00fa\u010det, p\u0159\u00edpadn\u011b logo firmy, a m\u00e1te p\u0159ipraven\u00fd sv\u016fj profil, na kter\u00fd nav\u00e1\u017eete importem dat.<\/p>\n<p>Pod\u00edvejte se na <a href=\"https:\/\/money.cz\/prechod-k-money-s3\/\">detailn\u00ed postup nastaven\u00ed programu<\/a>.<\/p>\n<p><strong>3. Importujte adres\u00e1\u0159 z Excelu<\/strong><\/p>\n<p>Te\u010f u\u017e se m\u016f\u017eete pustit do samotn\u00e9ho p\u0159enosu dat z Excelu do Money S3. Na v\u00fdb\u011br m\u00e1te tyto mo\u017enosti mo\u017enosti:<\/p>\n<ul>\n<li><strong>xml import faktur<\/strong> \u2013 tento postup se hod\u00ed pro jednotliv\u00e9 doklady \u2013 od vystaven\u00fdch faktur p\u0159es pohled\u00e1vky a skladov\u00e9 doklady.\n<p>Detailn\u00ed n\u00e1vod, jak importujete jednotliv\u00e9 doklady <a href=\"https:\/\/www.youtube.com\/watch?v=w94rS1E4rNg\" target=\"_blank\" rel=\"noopener\">najdete zde<\/a>.<\/li>\n<li><strong>import doklad\u016f z Excelu \u2013 <\/strong>vyu\u017eijete zm\u00edn\u011bn\u00fd modul Import doklad\u016f z Excelu. Ten v\u00e1m umo\u017en\u00ed importovat adres\u00e1\u0159 i skladov\u00e9 z\u00e1soby. P\u0159\u00edmo v adres\u00e1\u0159i Money S3 tak jen najdete mo\u017enost Import z Excelu a nahrajete soubor, kter\u00fd chcete importovat. Ten m\u016f\u017ee b\u00fdt ve form\u00e1tu <em>.xlxs<\/em> nebo <em>.xls<\/em>. V modulu nastav\u00edte ve\u0161ker\u00e9 parametry v jednotliv\u00fdch z\u00e1lo\u017ek\u00e1ch. Podle toho se odehraje cel\u00fd import, kter\u00fd n\u00e1sledn\u011b spust\u00edte.<strong>\n<p><\/strong>Podrobn\u00fd videon\u00e1vod, jak importovat data z Excelu, <a href=\"https:\/\/www.youtube.com\/watch?v=w94rS1E4rNg\" target=\"_blank\" rel=\"noopener\">najdete tady<\/a>.<\/li>\n<\/ul>\n<p><strong>4. Import skladov\u00fdch z\u00e1sob<\/strong><\/p>\n<p>Podobn\u011b jako doklady m\u016f\u017eete do Money S3 rychle p\u0159en\u00e9st i skladov\u00e9 z\u00e1soby. P\u0159ed samotn\u00fdm importem si v jednotliv\u00fdch z\u00e1lo\u017ek\u00e1ch nastav\u00edte, jak m\u00e1 program pracovat s kmenov\u00fdmi kartami a z\u00e1sobami.<\/p>\n<p>Vypln\u011bn\u00ed skladu je povinn\u00e9. Money S3 automaticky nab\u00eddne sklad, ze kter\u00e9ho jste import spustili, ale podle pot\u0159eby ho m\u016f\u017eete zm\u011bnit. Jakmile m\u00e1te \u00fadaje dopln\u011bn\u00e9 a nastaven\u00ed zkontrolovan\u00e9, import spust\u00edte.<\/p>\n<p><strong>5. Zadejte po\u010d\u00e1te\u010dn\u00ed stavy \u00fa\u010detnictv\u00ed<\/strong><\/p>\n<p>Do \u00fa\u010detn\u00edho syst\u00e9mu m\u016f\u017eete tak\u00e9 p\u0159ev\u00e9st po\u010d\u00e1te\u010dn\u00ed stavy \u2013 tedy <strong>aktu\u00e1ln\u00ed stavy bankovn\u00edch \u00fa\u010dt\u016f, pokladny, skladu nebo pohled\u00e1vek a z\u00e1vazk\u016f<\/strong>.<\/p>\n<p>Pro zad\u00e1n\u00ed po\u010d\u00e1te\u010dn\u00edch stav\u016f si nejprve zalo\u017ete v Money S3 novou agendu.<\/p>\n<p>Zadejte I\u010cO dan\u00e9 firmy \u2013 program automaticky nat\u00e1hnete informace o firm\u011b z datab\u00e1ze ARES. Pot\u00e9 u\u017e m\u016f\u017eete do t\u00e9to nov\u00e9 agendy zadat v\u0161echny po\u010d\u00e1te\u010dn\u00ed stavy.<\/p>\n<p>Jak na to, najdete ve <a href=\"https:\/\/www.youtube.com\/watch?v=NMArReyIyrM\" target=\"_blank\" rel=\"noopener\">videon\u00e1vodu zde<\/a>.<\/p>\n<p><strong>6. Zkuste vystavit zku\u0161ebn\u00ed fakturu<br \/>\n<\/strong><\/p>\n<p>Na z\u00e1v\u011br si cel\u00fd import ov\u011b\u0159te v praxi a zkuste vystavit zku\u0161ebn\u00ed fakturu. Zkontrolujte kontaktn\u00ed \u00fadaje, polo\u017eky, sazby i n\u00e1vaznost na dal\u0161\u00ed agendy. Tahle posledn\u00ed kontrola v\u00e1m rychle uk\u00e1\u017ee, jestli se data p\u0159enesla spr\u00e1vn\u011b a jestli m\u016f\u017eete v nov\u00e9m syst\u00e9mu rovnou za\u010d\u00edt pracovat.<\/p>\n<p><a href=\"https:\/\/money.cz\/cenik-s3\/vyzkouset-money-s3-start\/\">St\u00e1hn\u011bte si Money S3<\/a> trial si zdarma a vyzkou\u0161ejte si import z Excelu nane\u010disto je\u0161t\u011b dnes \u2013 bez z\u00e1vazku a bez zad\u00e1v\u00e1n\u00ed \u00fadaj\u016f z karty.<\/p>\n<h2>Prvn\u00ed t\u00fdden v nov\u00e9m programu berte jako zku\u0161ebn\u00ed<\/h2>\n<p>Kdy\u017e jsou data importovan\u00e1, m\u00e1te tu nejt\u011b\u017e\u0161\u00ed \u010d\u00e1st za sebou. Stejn\u011b ale po\u010d\u00edtejte, \u017ee ne\u017e si na nov\u00fd program zvyknete, p\u00e1r dn\u00ed to zabere. Vyu\u017eijte proto prvn\u00ed t\u00fdden k tomu, abyste si syst\u00e9m vyzkou\u0161eli v ostr\u00e9m provozu.<\/p>\n<p>Inspirovat se m\u016f\u017eete t\u0159eba na\u0161\u00edm harmonogramem pro 1. t\u00fdden:<\/p>\n<table class=\"table table-zebra\">\n<thead>\n<tr>\n<td colspan=\"2\">\n<h2>Harmonogram p\u0159echodu z Excelu do Money S3: co zvl\u00e1dnete b\u011bhem prvn\u00edho t\u00fddne<\/h2>\n<\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Den 1\u20132: Dola\u010fte z\u00e1kladn\u00ed nastaven\u00ed<\/strong><\/td>\n<td>Zkontrolujte \u010d\u00edseln\u00e9 \u0159ady faktur, bankovn\u00ed \u00fa\u010det, firemn\u00ed \u00fadaje a p\u0159\u00edpadn\u00e9 logo. C\u00edlem nen\u00ed nastavit v\u0161echno najednou, ale m\u00edt jistotu, \u017ee prvn\u00ed ostr\u00e9 doklady budou vypadat spr\u00e1vn\u011b a nav\u00e1\u017eou na to, co jste pou\u017e\u00edvali dosud.<\/td>\n<\/tr>\n<tr>\n<td><strong>Den 3: Vystavte prvn\u00ed fakturu<\/strong><\/td>\n<td>Vytvo\u0159te prvn\u00ed fakturu pro klienta, zkontrolujte jej\u00ed vzhled, \u00fadaje o firm\u011b, splatnost i \u010d\u00edselnou \u0159adu. Pokud v\u0161e sed\u00ed, ode\u0161lete ji e-mailem rovnou z programu.<\/td>\n<\/tr>\n<tr>\n<td><strong>Den 4\u20135: P\u0159idejte p\u0159ijat\u00e9 doklady a sp\u00e1rujte platby<\/strong><\/td>\n<td>Jakmile zvl\u00e1dnete vydan\u00e9 faktury, za\u010dn\u011bte p\u0159id\u00e1vat p\u0159ijat\u00e9 doklady a navazovat je na platby z banky. U prvn\u00edch doklad\u016f si v\u0161e rad\u011bji zkontrolujte ru\u010dn\u011b, a\u0165 m\u00e1te jistotu, \u017ee se platby p\u00e1ruj\u00ed spr\u00e1vn\u011b.<\/td>\n<\/tr>\n<tr>\n<td><strong>Konec t\u00fddne: Z\u00edskejte prvn\u00ed p\u0159ehled o cash flow<\/strong><strong><br \/>\n<\/strong><\/td>\n<td>Na konci t\u00fddne u\u017e byste nem\u011bli jen \u201e\u00fa\u010dtovat\u201c, ale tak\u00e9 vid\u011bt, co v\u00e1m do firmy p\u0159ich\u00e1z\u00ed a co odch\u00e1z\u00ed. Money v\u00e1m pom\u016f\u017ee uk\u00e1zat stav salda, kolik jste vyd\u011blali nebo kolik zaplat\u00edte na dan\u00edch.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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>FAQs: Nej\u010dast\u011bj\u0161\u00ed obavy p\u0159i p\u0159echodu na \u00fa\u010detn\u00ed syst\u00e9m<\/h2>\n<h3>Boj\u00edm se, \u017ee p\u0159i importu p\u0159ijdu o data. Je to riziko?<\/h3>\n<p>Nemus\u00edte se b\u00e1t. P\u0159i importu do Money S3 se p\u016fvodn\u00ed excelov\u00fd soubor nesma\u017ee, tak\u017ee se k n\u011bmu m\u016f\u017eete kdykoliv vr\u00e1tit. <strong>D\u016fle\u017eit\u00e9 je p\u0159ed p\u0159echodem ud\u011blat z\u00e1lohu a do programu nahr\u00e1vat ide\u00e1ln\u011b vy\u010di\u0161t\u011bn\u00e1 data<\/strong> \u2013 nap\u0159\u00edklad adres\u00e1\u0159, skladov\u00e9 z\u00e1soby, otev\u0159en\u00e9 pohled\u00e1vky a z\u00e1vazky.<\/p>\n<h3>Co kdy\u017e nejsem technick\u00fd typ a neovl\u00e1d\u00e1m po\u010d\u00edta\u010dov\u00e9 programy?<\/h3>\n<p>I za\u010d\u00e1te\u010dn\u00edk to zvl\u00e1dne. Nemus\u00edte hned p\u0159ech\u00e1zet \u201enaostro\u201c \u2013 nejd\u0159\u00edv si st\u00e1hn\u011bte bezplatnou verzi Money S3 Start a vyzkou\u0161ejte si vystaven\u00ed faktury, zad\u00e1n\u00ed dokladu nebo import dat nane\u010disto. Verze Start slou\u017e\u00ed pr\u00e1v\u011b k vyzkou\u0161en\u00ed programu zdarma a je omezen\u00e1 jen po\u010dtem z\u00e1znam\u016f. <strong>K dispozici m\u00e1te tak\u00e9 videon\u00e1vody k instalaci<\/strong>, \u00favodn\u00edmu nastaven\u00ed, importu dat nebo vystaven\u00ed faktury, tak\u017ee nemus\u00edte v\u0161echno objevovat sami.<\/p>\n<h3>Kdy je nejlep\u0161\u00ed p\u0159ej\u00edt \u2013 na za\u010d\u00e1tku roku, nebo uprost\u0159ed?<\/h3>\n<p>P\u0159ej\u00edt m\u016f\u017eete i v pr\u016fb\u011bhu roku. <strong>Nejjednodu\u0161\u0161\u00ed b\u00fdv\u00e1 za\u010d\u00edt od nov\u00e9ho roku, p\u0159\u00edpadn\u011b od za\u010d\u00e1tku \u010dtvrtlet\u00ed<\/strong>, proto\u017ee se v\u00e1m sn\u00e1z kontroluj\u00ed \u010d\u00edseln\u00e9 \u0159ady, otev\u0159en\u00e9 faktury, DPH a po\u010d\u00e1te\u010dn\u00ed stavy.<\/p>\n<h3>Co s fakturami a doklady z minul\u00fdch let?<\/h3>\n<p><strong>Do nov\u00e9ho programu nemus\u00edte p\u0159ev\u00e1d\u011bt celou historii podnik\u00e1n\u00ed.<\/strong> Sta\u010d\u00ed p\u0159ev\u00e9st data, se kter\u00fdmi budete d\u00e1l pracovat, a star\u0161\u00ed faktury nebo doklady bezpe\u010dn\u011b archivovat. P\u016fvodn\u00ed XLSX soubory si ulo\u017ete spole\u010dn\u011b se z\u00e1lohou, aby byly dohledateln\u00e9 p\u0159i kontrole nebo pro \u00fa\u010detn\u00ed.<\/p>\n<h3>Nen\u00ed \u00fa\u010detn\u00ed program zbyte\u010dn\u011b drah\u00fd?<\/h3>\n<p>Nejd\u0159\u00edv si Money S3 m\u016f\u017eete vyzkou\u0161et zdarma ve verzi Start a ov\u011b\u0159it si, jestli v\u00e1m opravdu u\u0161et\u0159\u00ed pr\u00e1ci. Placen\u00e9 komplety podle aktu\u00e1ln\u00edho cen\u00edku za\u010d\u00ednaj\u00ed od <strong>2 990 K\u010d bez DPH<\/strong> (jednor\u00e1zov\u00fd n\u00e1kup) a cena licence zahrnuje aktualizace i z\u00e1kaznickou podporu od n\u00e1kupu do konce roku.<\/p>\n<p>P\u0159i rozhodov\u00e1n\u00ed se ale ned\u00edvejte jen na cenu licence. Porovnejte ji s \u010dasem, kter\u00fd dnes tr\u00e1v\u00edte ru\u010dn\u00edm p\u0159episov\u00e1n\u00edm faktur, dohled\u00e1v\u00e1n\u00edm plateb, kontrolou tabulek nebo p\u0159\u00edpravou podklad\u016f pro da\u0148ov\u00e9 p\u0159izn\u00e1n\u00ed. Pokud v\u00e1m \u00fa\u010detn\u00ed program u\u0161et\u0159\u00ed jen n\u011bkolik hodin m\u011bs\u00ed\u010dn\u011b, m\u016f\u017ee se investice vr\u00e1tit rychleji, ne\u017e se na prvn\u00ed pohled zd\u00e1.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>V \u010dl\u00e1nku zjist\u00edte: podle \u010deho pozn\u00e1te, \u017ee v\u00e1m da\u0148ov\u00e1 evidence v Excelu nesta\u010d\u00ed jak\u00e9 v\u00fdhody m\u00e1 \u00fa\u010detn\u00ed program oproti Excelu, jak si p\u0159ipravit data k &#8230;<\/p>\n","protected":false},"author":2,"featured_media":18932,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":"","inline_featured_image":false,"footnotes":""},"categories":[11,24],"tags":[196,167,202,99],"class_list":["post-18931","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-e-commerce","category-ucetnictvi-a-fakturace","tag-jak-vybrat-ucetni-program","tag-jednoduche-ucetnictvi","tag-podvojne-ucetnictvi","tag-ucetnictvi"],"acf":[],"_links":{"self":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/18931","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/comments?post=18931"}],"version-history":[{"count":1,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/18931\/revisions"}],"predecessor-version":[{"id":18933,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/18931\/revisions\/18933"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media\/18932"}],"wp:attachment":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media?parent=18931"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/categories?post=18931"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/tags?post=18931"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}