Convert to new file

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This command converts an existing file with established settings into another one with different characteristics:

  • Change language
  • Change the roundings
  • Change the file type. For example:
    • Pass from an accounting without VAT to one with VAT
    • Pass from a Double-entry accounting to a Multi-currency accounting

The existing file characteristics can be consulted by executing the command Tools->File Info

Creation and data transfer

Command: Tools ->Convert to new file:

  1. Creates a new file of the specified type with the predefined setup of the columns
  2. Transfers the data into the new file, proceding with the necessary conversions
  3. Save and indicate the name of the new file.

In the case of converting a file with more options into one that has fewer options, a part of the data will be lost during conversion. If, for example, an accounting file with VAT/Sales tax is converted into an accounting file without VAT/Sales tax, during conversion all data in the VAT columns will be lost.

Passing from a Double-entry accounting to a Multi-currency

  • Make sure that in the File and accounting properties the currency symbol is being specified (which will become the basic currency)
  • Choose the Multi-currency accounting as the destination
  • The program creates a Multi-currency accounting, recovering the existing data:
    • The Transactions table includes the columns for managing the Multi-currency accounting, as a currency the basic currency and the exchange rate 1.000
    • The existing accounts in the Accounts table are being completed with the basic currency symbol
    • The Exchange rate table will be empty; it is therefore necessary to add the currencies and exchange rates used in the transactions
    • In the Accounts table, the accounts in foreign currency have to be added.

Passing from an accounting without VAT to one with VAT

  • Choose the desired type of accounting with VAT as the destination 
  • The program creates an accounting with the VAT columns, recovering the existing data
    • The File properties regarding the VAT have to be completed, in particular the default acccount on which the VAT must be recorded has to be indicated
    • The VAT Codes table has to be completed with the necessary VAT Codes
      With the Import to accounting command -> VAT codes, the VAT codes table of an existing accounting can be imported (from, for example, a default VAT acccounting template).


  • The file type, in which the user is working, is being indicated
  • For more information on the language, roundings and decimals, go to the File and accounting properties  
  • A list with the different options appears

Outline to create new file

For more information, please consult the specific page.