Smooth Accounting Software Migration, Done Right

Switching accounting software? Our expert accounting software migration service ensures a smooth transfer of your financial data between leading accounting Software such as Xero, QuickBooks Online, NetSuite, Sage, ZohoBooks, and more, with complete security and precision.

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10+ Years Experience

Accounting Led Process

Global Clients

Certified Xero & QBO Experts

100% Reconciled Migrations

What is Accounting Software Migration?

Migrating accounting software is a complex process that demands careful planning, technical skill, and a deep understanding of both systems. Without expert help, risks such as data loss, inaccuracies, and system incompatibilities are common. Challenges often include aligning data formats, ensuring accurate transfers, and minimizing downtime, which can disrupt business operations and lead to compliance issues.

Switch My Books specializes in secure, accurate, and efficient accounting software migration. Using expert analysis, custom data mapping, and advanced tools, we tailor each migration to your business’s needs. We guarantee 100% data accuracy, minimal disruption, and ongoing support—even after migration—to ensure a smooth transition and help optimize your new accounting platform.

Software We Migrate

We Support All Major Accounting Platforms

Our team has extensive experience with a wide range of accounting software, including but not limited to:

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Our 4-Step Process

Assessment

We begin by thoroughly reviewing your current accounting system and the target platform to understand your specific needs and challenges

Data Mapping

Our team identifies all data elements to be transferred and creates a detailed mapping plan to ensure they align correctly in the new system.

Migration

Using advanced automation tools and rigorous validation checks, we securely transfer your data to the new platform.

Verification & Support

After migration, we conduct comprehensive checks to confirm data integrity and provide ongoing support to address any questions or concerns.

Switching accounting systems doesn’t have to be stressful—our smooth accounting software migration process ensures accuracy, security, and peace of mind every step of the way.

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What's Included in Our Migration Services

We ensure a comprehensive and accurate transfer of your financial data, covering every critical component of your accounting system. Here’s what you can expect to be included in your migration:

Chart of Accounts

We migrate your complete account structure, including account codes, names, types, and hierarchies—ensuring your financial framework remains consistent in the new system.

Customers & Suppliers

All contact details, billing and shipping addresses, tax settings, and payment terms for your customers and vendors are securely transferred to maintain continuity in your business relationships.

Invoices & Bills

Historical and open sales invoices and purchase bills are migrated with full line-item details, dates, references, and tax information to keep your transactional records intact.

Payments & Credits

We carry over your full payment history, including applied and unapplied payments, customer credits, supplier refunds, and any outstanding balances.

Bank Transactions & Reconciliations

All historical bank transactions, including reconciled items and bank statement imports, are migrated to provide a clear and continuous audit trail.

Journals & Adjustments

We migrate your complete account structure, including account codes, names, types, and hierarchies—ensuring your financial framework remains consistent in the new system.

Payroll Data (if applicable)

Employee profiles, salary details, pay history, deductions, tax filings, and year-to-date payroll information are all securely imported to meet compliance and reporting needs.

Attachments & Notes (if supported)

Supporting documents such as receipts, contracts, and internal notes attached to transactions or contacts are carried over to retain valuable context and history.

Free Checklist Download:

“How to Prepare for Your Accounting Software Migration”

Not Sure Which Cloud Accounting Software to Move To? Let Switch My Books Help You Decide

Choosing the right cloud accounting software can be overwhelming—Xero, QuickBooks Online, Zoho Books, FreshBooks, Sage Business Cloud, FreeAgent, NetSuite… the list goes on.

At Switch My Books, we don’t just migrate your data—we help you choose the right platform for your business. Whether you’re a startup, a growing ecommerce brand, or an established enterprise, we assess your unique needs and recommend the software that fits best.

Book a Free Discovery Call today and let us help you make the switch with confidence.

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Not Sure Which Add-Ons or Apps to Use With Your Accounting Software?

We’ll Recommend the Right Stack—Tailored to Your Industry.

Whether you need ecommerce integrations, inventory management, project tracking, advanced reporting, payroll, or automation, our app advisory experts will select and set up the tools that fit your business.

We work with leading apps like A2X, Syft, Dext, Gusto, Unleashed, Expensify, and more.

Book a Free App Advisory Call and let’s build a powerful, streamlined finance system for you.

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Why Businesses Trust Switch My Books

When it comes to migrating your accounting software, you need a trusted partner who guarantees accuracy, security, and efficiency. Switch My Books offers expert accounting software migration services tailored to your business’s needs, ensuring a seamless transition with minimal disruption. Here’s why businesses rely on us for their software migration:

Certified Advisors

Our certified specialists ensure smooth, expert-led migrations with maximum efficiency.

100% Data Accuracy Guarantee

We ensure every figure is transferred correctly, or we make it right.

Secure & Compliant Transfer

Our processes comply with GDPR and SOC 2 standards, protecting your sensitive data.

Fast Turnaround Time

Most migrations are completed within 1-3 business days to minimize operational disruption.

Custom Mapping

We tailor migrations to fit your unique data structures and custom fields

Dedicated Support

Our experts guide you every step of the way, from assessment to post-migration verification.

Who We Are: Certified Experts in Xero, QuickBooks, and Sage

At Switch My Books, we are certified specialists in Xero, QuickBooks, and Sage, with expertise in all major accounting software platforms. Our team ensures a smooth, secure, and accurate migration, tailored to your business needs. No matter the software, we deliver precision and efficiency every time.

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What Our Clients Are Saying

Amolesh Chandra Paul

Switch My Books provides exceptional Xero expertise, offering responsive, knowledgeable, and efficient support. Their proactive approach ensures smooth financial processes, making Xero easy to use and allowing businesses to focus on growth.

Betty Kelly

Zakir and Aman worked really hard to get us moved from Netsuite to Xero. They were fantastic, supportive and worked fast and took the complication of a migration away for us. We highly recommend them to anyone wanting to move to Xero!

Abdur Rokib

Switch My Books and their experts, notably Zakir, have been exceptional in facilitating our migration from Sage 50 to Xero. The intricate process of transferring multiple years of multi-currency data was executed with utmost precision and expertise. I wholeheartedly vouch for their services

Laura Richard

Switch My Books and Zakir in particular have been very helpful in assisting our migration from X3 to Xero. In particular teh complicated migration of several years of multi-currency data was handled very well. I would not hesitate to recommend them.

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Affordable and Transparent Pricing

So, what are you thinking about? Get a smooth and accurate accounting software migration with expert support. Receive an instant quote today and simplify your financial transition easily.

Your questions resolved in one Place

We’ve gathered the most frequently asked questions from our users. If you don’t find what you’re looking for, let us know, and we’ll be happy to assist you.

Will My Data Be Safe?

Yes. We follow industry-standard encryption protocols and secure transfer methods to ensure your data remains safe throughout the migration process.

How Do You Ensure Data Accuracy and Validation?

We perform detailed reconciliation checks against your trial balances, aged reports, and bank data to ensure accuracy.

What Happens If My Data Needs Cleanup Before Migration?

We assess your data for inconsistencies or errors and provide cleanup services to ensure a smooth migration, including deduplication and formatting corrections.

How Long Does Migration Take?

Depending on the complexity and volume of data, migrations can take anywhere from 3–5 working days to a few weeks. We’ll provide a timeline after an initial review.

Will There Be Any Downtime During Migration?

We aim for zero downtime. Your current system can continue to operate while we prepare and test your data in the background.

Can You Migrate Historical Data?

Yes. We can migrate unlimited historical financial data, including invoices, bills, journals, and bank transactions, depending on your needs and available data.

Can You Migrate Attachments and Notes Along With Transactions?

Yes, attachments (like invoices, receipts, and contracts) and notes can be migrated where supported by the destination system.

Can You Fix or Re-do a Failed or Incomplete Migration Done by Someone Else?

Yes. We regularly assist clients who have experienced incomplete, incorrect, or failed migrations. Our team will review the issues, clean up the data, and ensure everything is properly reconciled and aligned in your new accounting system.

What If I Need to Roll Back a Migration?

If issues arise, we can reverse the migration process and restore your original system using backups created before the migration begins.

Can I Migrate From Desktop To Cloud?

Absolutely. We specialize in moving data from legacy desktop systems to cloud-based platforms like Xero, QuickBooks Online, Zoho Books, and others.

What If My Software Isn’t Listed?

No problem. We can work with virtually any accounting or ERP system—including NetSuite, Sage, Zoho, FreshBooks, and others. Just contact us to confirm compatibility.

What Happens If I Have Custom Fields?

We can map and migrate custom fields where supported, or advise on suitable alternatives in your new system.

Will My Existing Integrations Still Work After Migration?

We assess all integrations (e.g., payment processors, inventory systems, approval workflows) and assist with reconnecting or reconfiguring them post-migration.

Can you help customize reports to fit my business needs?

Yes. We specialize in multi-currency and multi-jurisdiction migrations. We ensure your currency conversions, tax treatments, and international compliance remain intact.

Can You Migrate Departments, Cost Centres, and Tracking Categories?

Yes. We migrate departments, cost centres, and tracking categories accurately, ensuring continuity in your reporting and budget control.

Can You Migrate Projects and Related Budgets?

Yes. We migrate projects and associated transactions, and we can also assist with budget setup in tools like Xero Projects or WorkGuru.io.

Can You Migrate Payroll and Employee Data?

Yes. We migrate payroll data including employee records, pay runs, and tax information where compatible.

Do You Support Tools Like Dext and ApprovalMax?

Yes. We can set up, configure, and integrate tools like Dext, ApprovalMax, Hubdoc, Expensify, and others into your accounting workflow.

Can You Migrate From Multiple Systems Into One?

Yes. If you're merging data from different systems or entities into a single platform, we can manage and consolidate everything efficiently.

Do You Provide App Implementation Services?

Yes. We implement and integrate a wide range of apps including A2X, Synder, Dext, ApprovalMax, Hubdoc, Unleashed, Cin7 Core, Expensify, Bill.com, Ramp, and more. We ensure these apps are fully configured and integrated with your accounting system to streamline your processes.

Will My Chart of Accounts Be Recreated in the New System?

We replicate or redesign your chart of accounts to suit the new platform, maintaining consistency and compliance.

What Support Do You Offer During Migration?

We offer end-to-end support, including planning, testing, implementation, training, and post-migration reviews to ensure everything runs smoothly.

Do You Offer Post-Migration Support or Training?

Yes. We offer tailored training sessions and ongoing support packages to help your team adapt to the new system confidently.

What Is the Cost of the Migration?

Costs vary based on system complexity and data volume. We offer fixed-fee quotes after a discovery call.