Seamless Accounting Software Migration, Done Right
Effortlessly transfer your financial data between leading accounting platforms such as Xero, QuickBooks Online, NetSuite, Sage, ZohoBooks, and more, with complete security and precision.
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 involved. Risks such as data loss, inaccuracies, and system incompatibilities are common without expert help. 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:
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 systems doesn’t have to be stressful—our seamless migration process ensures accuracy, security, and peace of mind every step of the way.
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 Software Migration”
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 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.
What Our Clients Are Saying
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!
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
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.
Affordable, Transparent Pricing
Frequently Asked Questions
Yes, we use industry-leading security measures and comply with GDPR and SOC 2 standards to protect your data
Most migrations are completed within 1-3 business days, depending on the complexity and volume of data.
Absolutely! We specialize in transitioning from desktop-based software to cloud platforms.
Our custom mapping service ensures that all your unique data fields are accurately transferred.
Contact us! We support a wide range of platforms and can often accommodate unlisted software.
We provide hands-on support throughout the migration process, assisting with setup, troubleshooting, and ensuring a smooth transition to your new platform.
We work to minimize downtime during migration, ensuring your business operations are impacted as little as possible while data is being transferred.
Amolesh Chandra Paul