Connecting Karbon to Companies House allows you to import key information into your contacts (where you have the Company Registration Number saved):
- Legal Name
- Financial Year End Day
- Financial Year End Month
- Incorporation Date
- Any Key Dates
- Adds Officers to notes
- Adds Accounts (next made up to, etc.) notes
- Adds Statement Notes (Next statement date, etc.)
Once the import is complete, you will be able to see all of the information for a company by navigating to the contact and selecting Details > All Accounting Details
.CSV Download
You are also able to download a .CSV export of your client data from Companies House. The download contains two tabs:
Change Log
This tab highlights all of your clients who had details updated with the following columns
- Karbon Key
- Organisation Name
- Company Registration Number
- Update Type
- Old Value
- New Value
Export
This tab will contain the data for all of your clients. The export will contain the details listed below.
- Karbon Key
- Organisation Name
- Company Registration Number
- Accounts next Made Up To
- Accounts Next Due
- Accounts. Last Made Uo To
- Confirmation Statement Next Made Up To
- Confirmation Statement Next Due
- Confirmation Statement Last Made Up to