How to switch accounting software

Switching accounting tools sounds scary, but a clean process makes it painless.

A video walkthrough for this guide is coming soon.

1. Pick your new tool. Choose the software you are moving to and set up your account.
2. Choose a clean cut-off date. The start of a new month, quarter or year works best.
3. Back up and export old data. Export reports, customers, and transactions from the old system.
4. Import or enter opening balances. Bring in balances so your books continue seamlessly.
5. Reconcile and run in parallel. Run both systems for a month to confirm everything matches.