Who this service is for
For businesses moving from Excel, other spreadsheets or an existing accounting system to a suitable cloud accounting platform.
How we help
Accounting Software Migration
Moving to a new accounting system? We transfer and organise your bookkeeping data, set up your accounts correctly, and ensure your records are ready for ongoing monthly bookkeeping.
What you can expect
An organised bookkeeping setup with relevant information transferred and accounts ready for ongoing monthly bookkeeping. We primarily work with Xero and QuickBooks Online and discuss compatibility before agreeing the migration.
Pricing and scope
Migration support is tailored to the existing system, the records involved and the agreed scope. Contact us for a quote before starting the transfer.
View monthly bookkeeping packagesCommon questions
Can you move my bookkeeping from Excel or another system to Xero or QuickBooks Online?
Yes. We can help move your bookkeeping from spreadsheets or another system to suitable cloud accounting software. This can include setting up the accounts, transferring relevant information and ensuring your records are properly organised.
Do I need to use Xero or QuickBooks Online?
Not necessarily. We primarily work with Xero and QuickBooks Online, as these platforms allow us to provide an efficient and consistent bookkeeping service. If you use another system, we can discuss whether we can work with it, although additional fees may apply.