Accounting Software Migration

Overview

What we deliver

We move your books from one platform to another with reconciled opening balances, mapped history, and zero loss of audit trail.

Switching accounting platforms is risky when done without a clear plan. We migrate businesses from Sage, MYOB, Wave, FreshBooks, QuickBooks Desktop, and other systems to QuickBooks Online, Xero, NetSuite, Zoho Books, or Sage Intacct. Our team maps every chart of accounts line, customer, vendor, item, and tax code from the source to the destination, and we decide together how much transaction history to bring over versus summarize. We reconcile bank, AR, AP, inventory, and fixed asset balances at the cutover date, and we validate that trial balance, P&L, and balance sheet reports match between systems. We handle GST, VAT, and sales tax history in line with HMRC, IRS, CRA, and ATO requirements, plus payroll year-to-date data where in scope. Output is a destination system that ties exactly to your prior books, with a documented migration log for auditors and a clean go-live date.

Fit Check

Built for teams like yours

Who it's for

Businesses outgrowing QuickBooks Desktop
Sage or MYOB users moving to cloud
Companies switching from Wave or FreshBooks
SMBs moving up to NetSuite or Sage Intacct
Groups consolidating multiple systems

Pain points we solve

Opening balances that do not tie to prior books
Lost transaction history after migration attempts
Customer, vendor, and item duplication
Sales tax and VAT history misaligned
No documentation of the cutover for auditors

What's included

Capabilities

Everything we cover in this engagement.

Source system data extraction
Chart of accounts mapping and rebuild
Customer, vendor, and item migration
Transaction history transfer or summarization
Bank, AR, AP, and inventory reconciliation
Sales tax, VAT, and payroll YTD migration
Pre and post cutover validation
Migration documentation and audit log

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Scope and assess

We review source data quality, history depth, and destination requirements.

02

Map and design

We map accounts, lists, and tax codes and define the cutover date.

03

Migrate

We transfer balances and history in stages, using tools and manual entries where needed.

04

Reconcile

We tie balances and reports between source and destination to the cent.

05

Go live and stabilize

We support the first close in the new system and lock the source as archive.

What you get

Deliverables & outcomes

What you get

Migration scope and mapping document
Reconciled opening trial balance
Migrated customer, vendor, and item lists
Transaction history files or summary entries
Pre and post cutover reconciliation report
Audit-ready migration log

Outcomes you can expect

Destination books that match prior records exactly
Preserved audit trail for tax and audit needs
Faster team adoption of the new platform
No duplicate or orphan records to clean up later
Documented cutover that satisfies auditors

Timeline

4 to 10 weeks based on data volume

Engagement

Monthly retainer, Project, Sprint

Tools we use

Movemybooks, Dataswitcher, QuickBooks Online, Xero, NetSuite

KPIs we track

Trial balance variance at cutover, Record migration accuracy, Reconciliation pass rate, Days to stabilize, Audit findings post-migration

Client stories

What clients say

"

Our LCP was 4.8 seconds and Google was punishing us for it. They audited the build, dumped two plugins we did not need, moved hero images to a real CDN, and rewrote the critical CSS. LCP came down to 1.6 seconds within three weeks. Bounce rate on the pricing page dropped by a quarter without us touching the copy.

Sarah K.

"

Our SDRs were spending two hours a day copying lead data between Salesforce, Outreach, and a Google Sheet nobody owned. They mapped the whole flow, stitched it together in n8n, and added a dedupe step we did not even know we needed. Got 38 hours a week back across the team. The SDRs were the ones who pushed to expand it further.

Rebecca F.

Proof