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Payments & accounting

Accounting Migration

Move from Excel, MYOB, Sage or another app into Xero, QuickBooks Online or Zoho Books: customers, suppliers, products, open invoices and opening balances.

For businesses outgrowing spreadsheets, or leaving MYOB, Sage or another app, that want to switch without losing track of who owes what. We bring your customers, suppliers, products and open invoices into the new software, enter the opening balances your accountant gives us, and check the totals before the old system is switched off.

  • 10+ years experience
  • Fixed prices
  • You own everything
  • Secure Stripe payments
  • Written scope & tracking
  • Fix-or-refund promise

What's included

  • Written migration plan and cut-over date agreed with you and your accountant
  • Customers, suppliers and products / services imported (up to 500 records in total)
  • Open invoices and bills brought across (up to 200) so you can keep chasing and paying them
  • Opening balances entered from the trial balance your accountant gives us
  • Checks after import: totals compared with the old system and listed in a short report
  • Old system kept read-only until you and your accountant confirm

What you'll get

Illustrative examples of a finished job · swipe for more

Example screen

What you get

Not included

  • Bookkeeping, tax or GST filing — your accountant keeps the books; we set up the software and give them access
  • Re-entering past years' transactions line by line (quoted if you need it)
  • More than 500 records or 200 open items (quoted in your brief)
  • Software subscription fees
  • Setting up the new software itself (add Accounting Software Setup if it is not set up yet)

What we need from you

  • Exports or admin access to your old system or spreadsheets
  • The opening trial balance and cut-over date from your accountant
  • Admin access to the new accounting software

We set up and connect accounting, receipts and payroll software; we are not an accounting or bookkeeping firm. Your accountant or bookkeeper keeps the books, prepares your accounts and handles tax filings. Software subscriptions are opened in your name and paid by you directly to the provider.

Need something custom?Quotes, orders, stock and invoices in one system, a customer portal, or approvals linked to your accounting software. See Custom Business App.

How it goes

  1. 1

    Send your brief

    Answer a few questions about what you need — about 3 minutes.

  2. 2

    Get your fixed quote

    We reply with a fixed price and timeline. Pay only if you accept.

  3. 3

    Give access

    We send step-by-step instructions to invite us — no passwords by email.

  4. 4

    Review & done

    We deliver, you review on your order page, we refine until it's right.

Accounting Migration — questions

Usually not. Most businesses only need lists, open invoices and bills, and opening balances from a cut-over date. Re-entering past years line by line is possible, and we quote it separately if your accountant needs it.

Your accountant. They give us a trial balance at the cut-over date and we enter it exactly. We do not prepare or adjust your accounts.

It depends on how much data there is and how clean it is. The starting price covers up to 500 records and 200 open items; your brief tells us the size, and we confirm a fixed price before starting.

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