Change systems without losing your history
Moving accounting software is one of those jobs that is simple right up until it is not. We plan it, run it and verify it, and we have done it from spreadsheets, from Sage and even from Oracle.
How a migration runs
- Initial consultation
We look at what you have, what you need and whether moving is actually the right call. Sometimes it is not, and we will say so.
- Plan and agreement
A written scope covering what moves, when, and what it costs. Your accountant is consulted so the new system suits them too.
- Data cleansed and backed up
The existing records are checked, cleaned and fully backed up, with key reports saved before anything changes.
- Migration and verification
Balances and ledgers are brought across, then verified line by line against the old system. The move is done when the two agree, not before.
- Set-up and training
Users, permissions, templates and bank feeds configured; you and your staff trained on the parts you will actually use.
- Support through the first months
The awkward-question period is covered. We stay close until the new system is simply how things work.
Migrations we have delivered
Clients have moved with us from manual spreadsheets onto QuickBooks, from Sage onto Xero, and from Oracle onto Xero, that last one for a business whose system was built for a much larger company than it had become. Big-system experience, applied with a specialist's care.
Migration questions
When is the best time to switch?
The cleanest switch is at your financial year-end, with the new system opening on day one of the new year. Mid-year moves are perfectly workable too; they just need year-to-date figures brought across with more care.
Will we lose access to our old records?
No. Part of the plan is deciding what history moves into the new system and how the rest stays accessible, whether through read-only access, exports or archived reports.