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MOCO + Banana (CH)
Digital accounting for sole proprietors and small businesses.
MOCO focuses on the project business and offers simple accounting preparation that does not burden the normal working day. Easily transfer invoice data directly to Banana.
Benefits and information on integration
Save time, maintain an overview, easily transfer outgoing and incoming invoice data to accounting
- Simple copy-pasting of prepared data
- Less errors & Saving effort/costs
There is no longer a need to manually record each invoice for accounting. This reduces errors and saves effort or costs. - Exported invoices are automatically locked
- Simple synchronous management of accounting and MOCO
No invoice arrives twice, none is forgotten. - The documents remain with the company
CSV Export
With the file interface, invoice data can be exported in the appropriate format for Banana. This means the export has been adapted for Banana (Excel-like).
Accrued
Since small businesses usually handle accounting based on accrued revenues, this integration is optimized for this case. Accrued means: The revenue is credited to the payment date, which also affects tax assessment.
Incoming and outgoing invoices in the account currency (CHF) are considered. Foreign currencies are not covered and would have to be handled manually as before.
Accrued
Since small businesses usually handle accounting based on accrued revenues, this integration is optimized for this case. Accrued means: The revenue is credited to the payment date, which also affects tax assessment.
Incoming and outgoing invoices in the account currency (CHF) are considered. Foreign currencies are not covered and would have to be handled manually as before.
Setup & Workflow
Setting up
Since the focus is on accrued, instead of debtor and creditor numbers (or accounts), the bank account is listed in the accounting settings (Settings > Accounting > General). Debtor and creditor numbers are irrelevant.
English image not yet available...
ACCOUNTING ACCOUNTS REVENUES
English image not yet available...ACCOUNTING ACCOUNTS REVENUES
Standard Debtors: 1020 (Swiss chart of accounts SME)
Standard Revenues: 3400 (Service revenues)
ACCOUNTING ACCOUNTS EXPENDITURES
Standard for Creditors: 1020 (Swiss chart of accounts SME)
Standard Expenses: 4400 (Expenses for purchased services)
Select invoices and create export
1. Select paid invoices
Go to Invoicing or Expenditures and click on "Payments". Select the month or the desired payments and go to the action "Accounting" at the bottom left. You will then directly access the filtered accounting view.
2. Create accounting export
Create the export at the bottom right via the green button in the filtered accounting view
3. Download booking entries
Download CSV (= booking entries) and documents.
Go to Invoicing or Expenditures and click on "Payments". Select the month or the desired payments and go to the action "Accounting" at the bottom left. You will then directly access the filtered accounting view.
2. Create accounting export
Create the export at the bottom right via the green button in the filtered accounting view
3. Download booking entries
Download CSV (= booking entries) and documents.
On your own
4. Open in Excel (spreadsheet form)
5. Copy-paste booking entries into Banana under “Bookings”
6. Store the documents (files) downloadable from the accounting export alongside.
With a fiduciary
If you want to have as little to do with accounting as possible, work with a fiduciary who takes over exactly that part for you. In this case, you provide your fiduciary with the downloaded csv and the documents for further processing and document filing.
If you are still looking for appropriate support, the fiduciary office Zahlenmacher already supports MOCO customers and will surely be happy to help you.
Further information
About Banana
Banana is a Swiss accounting software by Banana.ch SA, based in Lugano and has been known on the market since 1990. The Excel-like software is made for small companies and private individuals. Therefore, Banana tries to make their software as simple and clear as possible.
Links
Youtube Tutorials: Video-Channel Banana
More on MOCO Integration To the Banana Integration Page
Website To the website of Banana (banana.ch)
Reviews 4.5 out of 5 (49 reviews) on Galaxus
More on MOCO Integration To the Banana Integration Page
Website To the website of Banana (banana.ch)
Reviews 4.5 out of 5 (49 reviews) on Galaxus
