Why Switching Accounting Platforms Is Hard

Changing accounting software feels like starting over. Your historical transactions, customer list, chart of accounts, and financial reports all live in the old system. Manual migration means re-entering thousands of transactions or losing your history.

Migration tools solve this by transforming your data exports from one system's format to another's import format — preserving relationships, dates, and transaction details. Complete migration in hours instead of weeks.

What Data Can Be Migrated?

• Chart of accounts — Income, expense, asset, liability, and equity accounts
• Customer records — Names, addresses, payment terms, custom fields
• Vendor records — Supplier information, payment details, terms
• Products and services — Item list, SKUs, pricing, inventory data
• Sales transactions — Invoices, sales receipts, credit notes with line items
• Purchase records — Bills, expenses, purchase orders
• Bank transactions — Deposits, withdrawals, transfers, reconciliation
• Journal entries — Manual adjustments, accruals, corrections

Migration Process

1. Export from source — Download data files from your current accounting system
2. Select target format — Choose which accounting platform you're migrating to
3. Map accounts — Match old chart of accounts to new system's structure
4. Transform data — Convert dates, currencies, field names to target format
5. Validate migration — Check for missing data or format incompatibilities
6. Import to new system — Load converted files into your new accounting platform

What Gets Preserved During Migration?

• Transaction dates — Historical dates maintained, not set to import date
• Customer relationships — Invoices remain linked to customer records
• Line item details — Products, quantities, prices, taxes on each line
• Payment status — Which invoices are paid vs outstanding
• Running balances — Account balances as of each transaction date
• Custom fields — Additional data fields mapped to new system
• Notes and memos — Transaction descriptions and internal notes

Common Migration Scenarios

• Desktop to cloud — Move from installed software to online accounting
• Upgrade within same vendor — Migrate from basic to advanced edition
• Business growth — Outgrew starter software, need enterprise features
• Cost reduction — Switch to more affordable accounting solution
• Feature requirements — Need specific features not available in current system

Migration Challenges We Handle

• Different field names — What one system calls "Invoice #" another calls "Document Number"
• Date format differences — Regional variations in how dates are formatted
• Currency handling — Multi-currency support varies between systems
• Tax calculations — Different methods for tracking and reporting tax
• Account structures — Chart of accounts organized differently
• Missing features — Source data that target system doesn't support

Partial vs Full Migration

You don't have to migrate everything:

• Current year only — Start fresh with this year's transactions
• Customers only — Just move your customer list
• Opening balances — Start with account balances, skip historical detail
• Active records — Migrate only current customers/vendors, archive old ones

After Migration

Post-migration checklist:

1. Verify totals — Check that account balances match between systems
2. Test reports — Run P&L and balance sheet, compare to old system
3. Check links — Verify customer-invoice relationships intact
4. Reconcile banks — Ensure bank account balances correct
5. Update integrations — Point payment processors, e-commerce to new system

Privacy & Security

Migration file processing happens in your browser. Your financial records, customer data, and transaction history never leave your computer. Complete privacy for sensitive business information during the migration process.