TidyPayouts — switching bookkeeping tools
Fictional practice comparison; complete with your bookkeeper.

[ ] Confirm channel, country, currency and accounting-system support.
[ ] Save source reports and existing accounting entries.
[ ] Choose one closed payout and note its payout ID.
[ ] Compare previews without posting the same activity twice.
[ ] Compare sales, refunds, fees, reserves, taxes, net cash and account split.
[ ] Investigate missing lines and differences before approving the workflow.
[ ] Agree the last payout owned by the old process and first owned by the new.
[ ] Turn off overlapping automatic posting before the new process posts.
[ ] Review the first new entry and actual bank match.
[ ] Retain both tools’ reports and review notes.

Old process last payout: __________ New process first payout: __________
Cutover date: __________ Reviewed by: __________

Source example (fictional USD): sales 1,000.00 - refunds 50.00 - fees 30.00
= payout 920.00. Expected debits: bank 920, refunds 50, fees 30. Credit sales
1,000. Enter the actual preview from each tool; do not assume matching
payout totals mean the account split and taxes are correct.

Source payout ID: __________ Currency: __________ Period: __________
Tool A preview / reference: __________ Tool B preview / reference: __________
Differences / resolution: _______________________________________________

https://tidypayouts.com/compare/