Accounting Software Migration
Data migration between accounting platforms with reconciled balances and full history.
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.
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
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
Our process
A clear, predictable path from kickoff to outcomes.
Scope and assess
We review source data quality, history depth, and destination requirements.
Map and design
We map accounts, lists, and tax codes and define the cutover date.
Migrate
We transfer balances and history in stages, using tools and manual entries where needed.
Reconcile
We tie balances and reports between source and destination to the cent.
Go live and stabilize
We support the first close in the new system and lock the source as archive.
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
What clients say
We had 14 cornerstone pages stuck on page two for 18 months. Their SEO crew rewrote the internal linking, cleaned up our schema, and shipped 22 supporting briefs over a quarter. Eight of those pages broke top three by month five. Organic pipeline went from a trickle to our second-largest source. Felt like watching interest compound.
Our old site was a Frankenstein of three previous agencies. We gave them a hard launch date tied to a trade show and they actually hit it. 47 templates, full product catalog migration, no broken redirects on go-live day. Our previous vendor missed the same deadline twice. This time my phone stayed quiet on launch morning.
Related case studies
12 locations on one stack, 14-day close cut to 5
Centralized bookkeeping across 12 clinics. Close cycle from 6 weeks to 6 days.
Read story Regulated FinTech operating in UK and US-EastKYC review cut from 5 days to 4 hours
AI-assisted KYC pre-screening cut onboarding from 5 days to 4 hours.
Read storyYou may also need
Accounting Software Setup (QuickBooks, Xero, NetSuite, Zoho)
Clean setup of QuickBooks, Xero, NetSuite, or Zoho Books with chart of accounts and workflows.
We configure your accounting platform from the ground up with a tailored chart of accounts, integrations, and posting workflows.
ExploreAccounting Process Automation
Automate repetitive accounting tasks across the close cycle.
We map, redesign, and automate accounting workflows to cut manual effort, reduce errors, and shorten close timelines.
ExploreAI-powered Accounting Workflows
Apply AI to coding, matching, and review work in finance.
We embed AI models into accounting workflows to classify transactions, match documents, and flag anomalies for human review.
ExploreFrequently asked questions
Quick answers to the questions we hear most.
How much transaction history can you migrate?
Will my prior reports still be available?
Do you migrate payroll year-to-date data?
How do you handle open invoices and bills?
Can you migrate multi-entity or consolidated books?
Planning a move to a new accounting platform?
We migrate your data with reconciled balances, full history, and a documented cutover.