Embedded Files
What's Included
What's Included
Review of your existing accounting system
Migration planning
Customer and supplier data migration
Chart of accounts mapping
Opening balance setup
Historical transaction migration where required
Bank and credit card account setup
Review of migrated information
Post-migration reconciliation
Basic guidance on the new system
When Do You Need This Service?
When Do You Need This Service?
This service can be useful if:
You're switching to a new accounting software.
Your current system no longer meets your business needs.
You're moving from spreadsheets to accounting software.
You're changing from one accounting platform to another.
You want to bring your financial records into a better-organised system.
You want your new system ready for ongoing use without starting completely from scratch.
Our Process
Our Process
1. Review Your Existing System
1. Review Your Existing System
We assess the information currently stored in your accounting software and determine what needs to be moved.
2. Plan the Migration
2. Plan the Migration
We identify the appropriate data to migrate and determine how existing accounts and records will correspond with the new system.
3. Prepare the Data
3. Prepare the Data
Information is reviewed and prepared for migration, including account structures, customers, suppliers, and relevant historical records.
4. Migrate
4. Migrate
The agreed information is transferred into the new accounting system.
5. Verify
5. Verify
We review the migrated records and, where applicable, reconcile balances to ensure the information transferred correctly.
6. Handover
6. Handover
Once the migration is complete, we provide basic guidance on the new system and what you need to maintain going forward
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
Can you migrate all of my historical transactions?
Can you migrate all of my historical transactions?
It depends on the systems involved, the amount of data, and what needs to be preserved. The scope of historical migration is agreed upon after reviewing your existing records.
Will my old accounting software be affected?
Will my old accounting software be affected?
The migration process does not automatically mean your old system needs to be deleted or closed. Your existing records can be retained according to your business and recordkeeping requirements.
Can you migrate from spreadsheets?
Can you migrate from spreadsheets?
Yes. If you're moving from Excel or another spreadsheet-based system, the data will first need to be reviewed and structured appropriately for the new accounting system.
Can you migrate from one accounting software to another?
Can you migrate from one accounting software to another?
Yes. The specific migration process depends on the platforms involved and the type of information that needs to be transferred.
Will you continue maintaining my books after migration?
Will you continue maintaining my books after migration?
That is optional. Accounting Software Migration is a standalone service, so you can choose whether or not you need ongoing support afterward.
Get Started
Get Started
Have questions or ready to get your bookkeeping on track? Request a free consultation or contact us to discuss how we can support your business.
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