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Migrating from other account packages

The Accountancy Software Process

Step 1


Analysis of business processes and functions to recommend a suitable QuickBooks package.

Step 2

Account Set Up

Onboard to QuickBooks with a ProAdvisor.

Step 3


Option to migrate your current data to QuickBooks Online.

Step 4


Choose a QuickBooks training package to suit you.

Success Stories

Accountancy Software is a certified ProAdvisor and QuickBooks partner.
We have worked with hundreds of SMEs to make the transition to QuickBooks Online as smooth and easy as possible. Read some success stories below.

Benefits Of QuickBooks Online

Thousands of Irish SME’s choose QuickBooks to run and grow their business, here’s why!

Stay organised

QuickBooks keeps everything in its right place, so you’ll always have what you need when you need it.

Get your time back

Sync with your bank and favourite apps, so your books are accurate and up to date.

Claim everything

Claim every entitlement at tax time with your expense receipts stored and sorted in QuickBooks.

Your money, faster

Speed up your invoicing and grow your cash flow. You’ve done the work, let QuickBooks get you paid.

Migration from Other Accounts Packages

A rebuild of a new dataset is required when migrating from platforms such as Xero, Clearbooks, Zave and Freshbooks.

A rebuild of a new dataset is a manual process which requires us to import data from datasets. This option gives clients the opportunity to cleanse the data within your file, removing any old or unused customers and suppliers.

We recommend this option is done at the end of the client’s financial year. This way we can take the closing trial balance and use this as the opening balance for the new financial package.

A rebuild of a new dataset is also recommended in the following scenarios:

  • If migration is unavailable within option one
  • Slow performance when using your accounts package
  • Data corruption or issues within your accounts package

What is included?

  • Set up your chart of accounts (COA) which replicates your accountant’s set-up.
  • Import all your customer & supplier details from your old accounts software including name, address, phone and email to their opening balance.
  • Set up class tracking so that we can produce a profit & loss by class or department.

Quotes are based on a review of the data provided in your previous package.

Need any additional information carried over.

Contact us for a quotation today.


Accountancy Software is a certified QuickBooks partner and ProAdvisor based in Ireland. The Accountancy Software team comprises highly skilled professionals, from accountants, and bookkeepers to IT engineers. We offer a complete service to QuickBooks users in Ireland including consultation, data migration and training.