Switching Made Easy with Switch My Books
SwitchMyBooks is a leading cloud accounting data migration specialist, trusted by businesses and accounting firms worldwide. We offer seamless, secure, and stress-free migration services to modern cloud accounting platforms including Xero, QuickBooks Online Advanced, Sage Business Cloud, Zoho Books, NetSuite ERP, and a wide range of other cloud-based systems.
Our mission is simple: make switching your accounting software easy, accurate, and efficient — with zero disruption to your business operations.
Who We Are
We are a team of highly skilled accountants and IT professionals who specialize in bridging the gap between financial data and technology. With our deep understanding of both, we ensure every transaction, report, and document is transferred accurately into your new system. Whether you’re upgrading from legacy tools or moving to a robust cloud platform, we have the expertise to map complex charts of accounts, manage multi-currency journals, and integrate third-party apps, delivering a seamless migration every time.
Why We’re Different
Unlike generic IT consultants or software support providers, we are accounting-first migration experts. That means we understand the data, the compliance requirements, and the real-world financial processes behind every ledger line. We don’t just move your data — we rebuild your accounting history in your new system with unmatched accuracy and attention to detail.
We specialise in
Full historical data migration
including sales invoices, bills, payments, credit notes, journals, bank transactions, and payroll records
Multi-currency and multi-entity migrations
with accurate conversion rates and consolidated reporting
Attachment migration
preserving supporting documents, receipts, and notes during the transition
Tracking categories, departments, and cost centre mapping
so your internal reporting remains intact
Custom migrations
tailored to your business size, software stack, and regional accounting rules
Third-party app setup and integration
including tools like A2X, Synder, Dext, ApprovalMax, Unleashed, Shopify, and more to ensure your cloud ecosystem is ready from day one
Who We Help
Whether you’re a fast-growing startup, a mid-sized business expanding globally, or an accounting firm supporting multiple clients, SwitchMyBooks is your ideal partner for cloud accounting migration. We serve clients across a wide range of industries, including:
- E-commerce
- Professional services
- Non-profits and foundations
- SaaS and tech firms
- Construction and trades
- Financial services
Global Reach, Local Expertise
Based in the UK, we provide services to clients across the United States, Canada, Australia, the Middle East, and beyond. We understand regional tax rules, local compliance needs, and software limitations — and we tailor every project accordingly.
A Process You Can Trust
Every project starts with a free consultation and a detailed scoping session. We then prepare, clean, and format your data, share pre-import reports, and complete your migration with thorough validation and reconciliation. You’ll also receive post-migration support, training, third-party app setup, and a full audit trail.
Switch With Confidence
We’re proud to be the white-label migration partner of choice for dozens of accounting firms, software implementation partners, and cloud consultants. With over a decade of experience, a proven methodology, and a commitment to customer care, SwitchMyBooks is the smarter way to move your data.