What this service is
Moving to a new system is risky if the data does not come across correctly. We migrate your opening balances, customers, suppliers, items and history from your old software or spreadsheets, and check everything before you rely on it.
We clean the data first, because bad records in the old system become bad records in the new one. Then we compare totals between the old and new systems and run both side by side for a short period.
What's included
- Review of your current data and what to bring across
- Clean-up of duplicates, missing details and wrong codes
- Migration of opening balances, customers, suppliers and items
- Migration of history where it is needed
- Reconciliation, so totals match between old and new systems
- A parallel run before you fully switch
- A short report showing what was moved and checked
How it works
Plan the cut-over
We agree what moves, what stays behind, and the switch date.
Clean the data
We fix the records before they move.
Migrate and check
We load the data and compare totals.
Parallel run and switch
We run both systems for a short time, then close the old one.
Common questions
Can you migrate from spreadsheets?
Yes. Many clients start from Excel. We structure the data first, then load it.
How do you know the data is right?
We compare totals for balances, customers and suppliers between the old and new systems and give you the reconciliation.
Do I need to migrate all my history?
Not always. Many businesses move opening balances and recent transactions only, and keep old reports in an archive.