How do we begin the transition of our Accounting from Charms to BoosterHub?

We recommend downloading your financial reports out of Charms and uploading them into File Manager in BoosterHub. You can store them there and have them to refer to if needed. Beginning in the Chart of Accounts, create accounts based on the ones you have in Charms, then also create a Budget. You can also take the ending balance in Charms and make it your starting balance in BoosterHub by going to Accounting > New Transaction, and under the Transaction Type, select Starting Balance.

Note that Charms is not a double-entry Accounting system, so the data must be manipulated prior to loading any information into BoosterHub.