Seamless Accounting Software Migrations
Effortless Transitions, Expertly Handled
Switching accounting software doesn’t have to be a hassle. At Switch My Books, we specialize in outsourced migrations, delivering secure, accurate, and efficient transitions for businesses of all sizes. Whether you’re moving to Xero, QuickBooks Online, Sage, NetSuite, FreeAgent, FreshBooks, Odoo, KashFlow, Kashoo, or another platform, our expert team ensures your financial data arrives intact and ready to use.
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.
Supported Platforms
Our team has extensive experience with a wide range of accounting software, including but not limited to:
Worried about migrating a less common application? We handle the complex. ‘Let’s ask about your software’ to find your solution.
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”
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.