{"id":2167,"date":"2025-02-12T14:44:19","date_gmt":"2025-02-12T13:44:19","guid":{"rendered":"https:\/\/money2022.localhost\/novinky-a-tipy\/jak-co-nejjednoduseji-zaridite-prenos-dat-do-noveho-ucetniho-programu\/"},"modified":"2025-02-12T14:44:21","modified_gmt":"2025-02-12T13:44:21","slug":"jak-co-nejjednoduseji-zaridite-prenos-dat-do-noveho-ucetniho-programu","status":"publish","type":"post","link":"https:\/\/money.cz\/novinky-a-tipy\/ucetnictvi-2\/jak-co-nejjednoduseji-zaridite-prenos-dat-do-noveho-ucetniho-programu\/","title":{"rendered":"Jak co nejjednodu\u0161eji za\u0159\u00edd\u00edte p\u0159enos dat do nov\u00e9ho \u00fa\u010detn\u00edho programu"},"content":{"rendered":"<h2>Jak dlouho p\u0159enos trv\u00e1 a jak ho napl\u00e1novat<\/h2>\n<p>V\u011bt\u0161ina \u00fa\u010detn\u00edch syst\u00e9m\u016f dok\u00e1\u017ee nejd\u016fle\u017eit\u011bj\u0161\u00ed data importovat do XML souboru, kter\u00fd pak nahrajete do sv\u00e9ho nov\u00e9ho \u00fa\u010detn\u00edho syst\u00e9mu. Cel\u00e1 operace zabere p\u00e1r minut. T\u00edmto zp\u016fsobem v\u0161ak p\u0159em\u00edst\u00edte jenom<strong> ta nejd\u016fle\u017eit\u011bj\u0161\u00ed data <\/strong>jako doklady \u010di z\u00e1soby \u2013 zbyl\u00e1 data mus\u00edte p\u0159ekop\u00edrovat nebo p\u0159epsat ru\u010dn\u011b. Nap\u0159\u00edklad e-mailovou korespondenci u kontakt\u016f v adres\u00e1\u0159i, p\u0159\u00edlohy u doklad\u016f \u010di popisky u zbo\u017e\u00ed.<\/p>\n<p>Ru\u010dn\u00ed p\u0159enos dodate\u010dn\u00fdch dat m\u016f\u017ee trvat klidn\u011b<strong> n\u011bkolik dn\u016f a\u017e t\u00fddn\u016f<\/strong>. B\u011bhem konzultace proto s nov\u00fdm dodavatelem podrobn\u011b rozeberte, kter\u00e1 data pot\u0159ebujete p\u0159en\u00e9st a kolik jich je \u2013 zjist\u00edte \u010dasov\u00fd odhad, kter\u00fd v\u00e1m usnadn\u00ed n\u00e1sledn\u00e9 pl\u00e1nov\u00e1n\u00ed.<\/p>\n<p>Obecn\u011b doporu\u010dujeme napl\u00e1novat si cel\u00fd proces implementace na (ide\u00e1ln\u011b prodlou\u017een\u00fd) v\u00edkend nebo nap\u0159\u00edklad na v\u00e1no\u010dn\u00ed pr\u00e1zdniny, kdy je typicky m\u00e9n\u011b pr\u00e1ce. Na nov\u00fd <a href=\"https:\/\/money.cz\/cenik-s3\/vyzkouset-money-s3\/\">jednoduch\u00fd \u00fa\u010detn\u00ed program<\/a> <strong>nikdy nep\u0159ech\u00e1zejte v sez\u00f3nn\u00ed \u0161pi\u010dce<\/strong>.<\/p>\n<h2>Co za\u0159\u00eddit p\u0159ed p\u0159enosem dat<\/h2>\n<p>Ne\u017e se pust\u00edte do samotn\u00e9ho p\u0159enosu dat, napl\u00e1nujte si, co v\u0161echno chcete do nov\u00e9ho programu p\u0159esunout. Projd\u011bte v\u0161echny dokumenty, doklady \u010di kontakty a<strong> v\u0161e si podrobn\u011b sepi\u0161te<\/strong>.<\/p>\n<p>Nesta\u010d\u00ed \u0159\u00edct, \u017ee chcete p\u0159esunout kontakty na klienty, ale konkr\u00e9tn\u00ed informace z kontakt\u016f \u2013 nap\u0159\u00edklad PS\u010c, bankovn\u00ed \u00fa\u010dty, e-mailovou komunikaci apod. Doporu\u010dujeme toho <strong>p\u0159en\u00e9st co nejv\u00edc<\/strong>, proto\u017ee d\u0159\u00edv nebo pozd\u011bji m\u016f\u017eete tyto informace znovu pot\u0159ebovat.<\/p>\n<figure id=\"attachment_94447\" aria-describedby=\"caption-attachment-94447\" style=\"width: 668px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-single-post-thumb wp-image-94447\" src=\"https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2022\/01\/ilya-pavlov-hXrPSgGFpqQ-unsplash-1.jpg\" alt=\"\" width=\"668\" height=\"446\" \/><figcaption id=\"caption-attachment-94447\" class=\"wp-caption-text\">Doporu\u010dujeme \u0159\u00eddit se jednoduch\u00fd pravidlem: V\u0161echna data, kter\u00e1 jste do p\u0159edchoz\u00edho syst\u00e9mu vlo\u017eili, si p\u0159eneste do nov\u00e9ho. Nikdy nev\u00edte, kdy se v\u00e1m budou hodit.<\/figcaption><\/figure>\n<p>Jakmile budete m\u00edt jasno, co za data chcete p\u0159esunout,<strong> v\u0161echna tato data si z\u00e1lohujte<\/strong>. Z\u00e1lohu d\u011bl\u00e1te kv\u016fli tomu, abyste o sv\u00e1 data nep\u0159i\u0161li, kdyby se b\u011bhem migrace n\u011bco pokazilo, a z\u00e1rove\u0148 z n\u00ed pot\u00e9 ru\u010dn\u011b kop\u00edrujete ta data, kter\u00e1 syst\u00e9m nedok\u00e1\u017ee importovat automaticky.<\/p>\n<p>Pokud sv\u00e1 data <strong>z\u00e1lohujete pr\u016fb\u011b\u017en\u011b<\/strong> (co\u017e kv\u016fli bezpe\u010dnosti doporu\u010dujeme), m\u016f\u017eete tento krok p\u0159esko\u010dit. V\u011bt\u0161ina kvalitn\u00edch \u00fa\u010detn\u00edch program\u016f m\u00e1 na z\u00e1lohov\u00e1n\u00ed dat p\u0159\u00edmo funkci, kter\u00e1 v\u00e1m proces usnadn\u00ed, tak se po n\u00ed nejprve poohl\u00e9dn\u011bte, a\u0165 zbyte\u010dn\u011b neztr\u00e1c\u00edte \u010das ru\u010dn\u00edm z\u00e1lohov\u00e1n\u00edm.<\/p>\n<p>Ide\u00e1ln\u011b data z\u00e1lohujte na<strong> firemn\u00ed server, extern\u00ed disk <\/strong>\u010di jin\u00e9 fyzick\u00e9 m\u00e9dium, kter\u00e9 budete m\u00edt neust\u00e1le na o\u010d\u00edch. M\u016f\u017eete ale vyu\u017e\u00edt i bezpe\u010dn\u00e9 cloudov\u00e9 \u00falo\u017ei\u0161t\u011b, kter\u00e9mu d\u016fv\u011b\u0159ujete. Pokud budete v dal\u0161\u00ed f\u00e1zi doklady \u010di zbo\u017e\u00ed exportovat do jednoho souboru (viz Export dat), sta\u010d\u00ed kdy\u017e je z\u00e1lohujete v t\u00e9to podob\u011b.<\/p>\n<h2>Export dat<\/h2>\n<p><strong>Pozor:<\/strong> p\u0159esn\u00fd postup migrace dat se li\u0161\u00ed program od programu, a proto v\u00e1m v t\u00e9to \u010d\u00e1sti pouze p\u0159ibl\u00ed\u017e\u00edme obecn\u00e9 principy.<\/p>\n<p>Prvn\u00edm krokem p\u0159i p\u0159enosu dat je export nejd\u016fle\u017eit\u011bj\u0161\u00edch dat<strong> do jednoho \u010di v\u00edce strukturovan\u00fdch soubor\u016f<\/strong>. Jakmile budete m\u00edt nov\u00fd \u00fa\u010detn\u00ed syst\u00e9m po\u0159\u00edzen\u00fd, oslovte sv\u00e9ho p\u0159edchoz\u00edho dodavatele a poproste ho o pomoc s exportem sv\u00fdch st\u00e1vaj\u00edc\u00edch dat do strukturovan\u00e9ho form\u00e1tu \u2013 \u010dasto se vyu\u017e\u00edv\u00e1 nap\u0159\u00edklad<strong> excelov\u00e1 tabulka s p\u0159\u00edponou .xls<\/strong> nebo XML soubor. N\u011bkter\u00e9 \u00fa\u010detn\u00ed programy maj\u00ed tuto funkci p\u0159\u00edmo zabudovanou a data zvl\u00e1dnete exportovat sami.<\/p>\n<p>Z p\u0159edchoz\u00edho syst\u00e9mu doporu\u010dujeme exportovat <strong>minim\u00e1ln\u011b data<\/strong>, kter\u00e1 jsou nezbytn\u00e1 pro chod firmy, tedy:<\/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>Export dop\u0159edu zkonzultujte tak\u00e9 se sv\u00fdm nov\u00fdm dodavatelem, kter\u00fd zjist\u00ed, zda je exportovan\u00fd soubor <strong>ve spr\u00e1vn\u00e9m form\u00e1tu <\/strong>a zda v n\u011bm n\u011bkter\u00e9 d\u016fle\u017eit\u00e9 \u00fadaje nechyb\u00ed.<\/p>\n<link rel=\"stylesheet\" href=\"https:\/\/money.cz\/novinky-a-tipy\/wp-content\/themes\/money-blog\/shortcodes\/smartmailing-email-registration\/form.min.css\" \/>\n<script type=\"text\/javascript\">\n    var smFormInterval = null;\n\n    jQuery(document).ready(function() {\n        jQuery(\".shortcode-smartmailing-form .fheader p a.info\").click(function(e) {  \n            e.preventDefault();\n\n            \/*if (jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").is(\":visible\"))\n            {\n                jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").hide();\n            }\n            else\n            {\n                jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").show();\n            }*\/\n\n            return false;\n        });\n\n        jQuery(\"#shortcodeSmartmailingForm\").submit(function(e) {\n            e.preventDefault();\n            return false;\n        });\n\n        jQuery(\"#shortcodeSmartmailingForm button[type='submit']\").click(function(e) {\n            e.preventDefault();\n            \n            var email = jQuery(\"#shortcodeSmartmailingForm_email\").val();\n\n            if (email.length == 0)\n            {\n                alert(\"Pros\u00edm zadejte v\u00e1\u0161 e-mail.\");\n                return false;\n            }\n            if (!shortcodeSmartmailingForm_validateEmail(email))\n            {\n                alert(\"Zadan\u00fd e-mail m\u00e1 neplatn\u00fd form\u00e1t.\");\n                return false;\n            }\n\n            jQuery.ajax({\n                url: \"\/novinky-a-tipy\/wp-content\/themes\/money-blog\/shortcodes\/smartmailing-email-registration\/service.php\",\n                type: \"POST\",\n                dataType: \"text\",\n                cache: false,\n                data: {\n                    \"email\": email,\n                    \"stdc\": jQuery(\"#shortcodeSmartmailingForm_stdc\").val(),\n                    \"current_url\": jQuery(\"#shortcodeSmartmailingForm_url\").val(),\n                    \"current_referrer\": jQuery(\"#shortcodeSmartmailingForm_referrer\").val()\n                }\n            }).done(function (response, textStatus, jqXHR)\n            {\n                jQuery(\".shortcodeSmartmailingForm_email\").hide();\n                jQuery(\"#shortcodeSmartmailingForm_submit\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .smart-disclaimer\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .success\").show();\n\t\t\t\tdataLayer.push({'event': 'newsletterSubscription', 'newsletterPosition': 'intext'});\n            }).fail(function( jqXHR, textStatus, errorThrown ) {\n                jQuery(\".shortcodeSmartmailingForm_email\").hide();\n                jQuery(\"#shortcodeSmartmailingForm_submit\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .smart-disclaimer\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .success\").show();\n            });\n\n            return false;\n        });\n    });\n\n    function shortcodeSmartmailingForm_validateEmail(email)\n    {\n        var re = \/^(([^<>()[\\]\\\\.,;:\\s@\\\"]+(\\.[^<>()[\\]\\\\.,;:\\s@\\\"]+)*)|(\\\".+\\\"))@((\\[[0-9]{1,3}\\.[0-9]{1,3}\\.[0-9]{1,3}\\.[0-9]{1,3}\\])|(([a-zA-Z\\-0-9]+\\.)+[a-zA-Z]{2,}))$\/;\n        return re.test(email);\n    }\n<\/script>\n<form method=\"post\" id=\"shortcodeSmartmailingForm\" class=\"shortcode-smartmailing-form\" action=\"\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/2167\">\n\n    <div>\n        <div class=\"fheader\">\n            <h3>\n                Dopl\u0148te si mezery v dan\u00edch a \u00fa\u010detnictv\u00ed            <\/h3>\n            <div class=\"se-text\">\n                <p>\n                    P\u0159ihlaste se k n\u011bkolikad\u00edln\u00e9mu e-mailov\u00e9mu seri\u00e1lu a z\u00edskejte to nejlep\u0161\u00ed z blogu Money.cz.                    <a class=\"info\" title=\"E-maily v\u00e1m budou zas\u00edl\u00e1ny maxim\u00e1ln\u011b dvakr\u00e1t do m\u011bs\u00edce. Z odb\u011bru se m\u016f\u017eete kdykoliv odhl\u00e1sit.\">info<\/a>\n                <\/p>\n            <\/div>\n        <\/div>\n\n        <div class=\"ffooter\">\n            <div class=\"se-body\">\n                <input type=\"text\" id=\"shortcodeSmartmailingForm_email\" placeholder=\"Zadejte v\u00e1\u0161 e-mail\" \/>\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_stdc\" value=\"T1\">\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_url\" value=\"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/2167\">\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_referrer\" value=\"\">\n\n                <div class=\"se-submit\">\n                    <button type=\"submit\" id=\"shortcodeSmartmailingForm_submit\" value=\"Chci b\u00fdt v obraze\">Chci b\u00fdt v obraze<\/button>\n                                          <p class=\"mlctr success\" style=\"display: none;\">D\u011bkujeme, <strong>zkontrolujte Va\u0161i e-mailovou schr\u00e1nku<\/strong> pro potvrzen\u00ed odb\u011bru.<\/p>\n                                    <\/div>\n            <\/div>\n                          <p class=\"smart-disclaimer\">Odesl\u00e1n\u00edm souhlas\u00edte s na\u0161imi\n                <a href=\"https:\/\/money.cz\/ochrana-osobnich-udaju\/#zzvou\" target=\"_blank\">z\u00e1sadami pro zpracov\u00e1n\u00ed osobn\u00edch \u00fadaj\u016f<\/a>.\n              <\/p>\n                    <\/div>\n    <\/div>\n<\/form>\n<h2>Import dat<\/h2>\n<p>Nyn\u00ed mus\u00edte exportovan\u00e1 data dostat do nov\u00e9ho syst\u00e9mu. Pokud je dodavatel nov\u00e9ho syst\u00e9mu solidn\u00ed, <strong>s importem v\u00e1m pom\u016f\u017ee<\/strong>, ale jinak maj\u00ed v\u0161echny v\u011bt\u0161\u00ed \u00fa\u010detn\u00ed syst\u00e9my import vyvinut\u00fd tak, \u017ee byste ho m\u011bli zvl\u00e1dnout i sami.<\/p>\n<p>P\u0159ed importem nastav\u00edte, kter\u00e9 doklady a informace m\u00e1 nov\u00fd syst\u00e9m ze souboru vy\u010d\u00edst. Pak u\u017e jen spust\u00edte import a za chv\u00edli m\u00e1te data p\u0159enesena. Nap\u0159\u00edklad <a href=\"https:\/\/money.cz\/\">\u00fa\u010detn\u00ed syst\u00e9m Money S3<\/a> m\u00e1 pro tyto \u00fa\u010dely modul <strong>XML DE Profi <\/strong>nebo <strong>Import doklad\u016f z Excelu<\/strong>, kter\u00fd usnad\u0148uje migraci dat, a nav\u00edc pom\u00e1h\u00e1 tak\u00e9 pozd\u011bji nap\u0159\u00edklad p\u0159i nahr\u00e1n\u00ed nov\u00e9ho katalogu zbo\u017e\u00ed od dodavatele.<\/p>\n<p>Po importu t\u011bchto z\u00e1kladn\u00edch dat m\u016f\u017eete v nov\u00e9m \u00fa\u010detn\u00edm programu norm\u00e1ln\u011b pracovat. <strong>Ru\u010dn\u00edm p\u0159enosem zbyl\u00fdch dat<\/strong> pov\u011b\u0159te zam\u011bstnance, kte\u0159\u00ed budou nap\u0159\u00edklad kop\u00edrovat p\u0159\u00edlohy ke kontakt\u016fm v adres\u00e1\u0159i nebo dopl\u0148ovat popisky ke zbo\u017e\u00ed ve skladu ze z\u00e1lohy, kterou jste si p\u0159edt\u00edm vytvo\u0159ili. To m\u016f\u017ee dle mno\u017estv\u00ed dat trvat dny a\u017e m\u011bs\u00edce.<\/p>\n<p><strong>Stru\u010dn\u011b shrnuto:<\/strong><\/p>\n<ul>\n<li>doklady, z\u00e1soby \u010di adres\u00e1\u0159 importujete z dokumentu,<\/li>\n<li>p\u0159\u00edlohy, popisky karet nebo ulo\u017een\u00e9 e-maily p\u0159ekop\u00edrujete ru\u010dn\u011b ze z\u00e1lohy.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Jak dlouho p\u0159enos trv\u00e1 a jak ho napl\u00e1novat V\u011bt\u0161ina \u00fa\u010detn\u00edch syst\u00e9m\u016f dok\u00e1\u017ee nejd\u016fle\u017eit\u011bj\u0161\u00ed data importovat do XML souboru, kter\u00fd pak nahrajete do sv\u00e9ho nov\u00e9ho \u00fa\u010detn\u00edho &#8230;<\/p>\n","protected":false},"author":2,"featured_media":2169,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":"","inline_featured_image":false,"footnotes":""},"categories":[6,35,387],"tags":[196,167,202,377,145],"class_list":["post-2167","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ucetnictvi-2","category-ucetnictvi","category-vse-co-potrebujete-vedet-o-money-s3","tag-jak-vybrat-ucetni-program","tag-jednoduche-ucetnictvi","tag-podvojne-ucetnictvi","tag-prenos-dat","tag-rust-firmy"],"acf":[],"_links":{"self":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/2167","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=2167"}],"version-history":[{"count":7,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/2167\/revisions"}],"predecessor-version":[{"id":9875,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/2167\/revisions\/9875"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media\/2169"}],"wp:attachment":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media?parent=2167"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/categories?post=2167"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/tags?post=2167"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}