Map a native export on Practice → Import. Vendors and open bills first. Reconnect the bank. Do not re-key a ficary workbook. Live one-click cutover is not shipped.
Nominative guide, not a partnership. No API keys, no endpoint list, no importer internals. Those stay behind login for clients. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation.
The move
Export vendors, open bills, and open invoices you can open.
Map that file on Practice → Import. Vendors first, then bills.
Reconnect the bank. Do not import a mailbox.
1099 totals stay on Reports → 1099 from posted payments. We do not file.
Set as-of on Practice → Analytics. Later activity stays out of that date.
Stay on BILL when
Choose BILL when you must pay vendors on their network this month and you will keep the ledger elsewhere.
Move when
Choose ficary when uncoded bills, a missing W-9, or as-of payables have to live on the same books as the rest of the month.