Accounting Software Conversion

This service involves us helping businesses convert from one accounting program to another. The reason you may change to a new accounting system are many & varied. It could be:

  • You want the security of cloud software plus features such as bank feeds and scan bills.
  • You need a system with better features such as job costing, inventory control, time billing or multi-currency.
  • You’ve been asked to change by your accountant. 
Account software conversion services

What packages can we migrate?

  • Essentials to AccountRight
  • Xero to Essentials or AccountRight
  • AccountRight to Xero
  • Quickbooks to AccountRight or Essentials
  • Other data migrations by agreement

What do we do?

  • Meet you and discuss/document your accounting requirements
  • Agree for new accounting software – provide a cost for software, migration and training
  • Arrange for the software license
  • Agree on the conversion plan & time frame
  • Export customers, suppliers, items and activities from the existing system to Excel
  • Convert to a suitable template ready for importing
  • Setup the new file from the agreed date
  • Setup the general ledger (accounts list)
  • Import customers, suppliers etc to the new file
  • Enter opening balances – bank, credit cards, debtors, creditors and stock
  • Apply for bank feeds
  • Customise forms
  • Write up business procedures – sales/purchases/stock control/cash book
  • End user training on new system

How long does conversion take?

Allow 6-16 hours of consulting time depending on the size and complexity of the business. Once we have met to discuss requirements, we can estimate time. Generally, we don’t migrate transactional history and we don’t recommend parallel processing.

What experience do we have?

We have > 20 years hands on consulting experience with accounting software. Our consultants are expert in the MYOB Accounting family as well as Xero.

Our 'go to'

AccountAgility is our ‘go to’ when we have clients getting messed up with their MYOB files. Lynley will go in, health check the file, correct the errors and train the bookkeeper to follow best practice.

We look after the client’s tax requirements, but she will dig deep into the software to ensure the reports are reliable.

Margot Leigh ... Chartered Accountant Margot Leigh & Associates

Really appreciated the support

We choose Lynley because she has many years experience on payroll setup & training. Over the years Lynley has always been available to assist online with questions on both the payroll software and on payroll legislation. We really have appreciated the support.

Sharleen Murray ... Office Manager – Stauff Corporation

Streamlined our systems

Gow Langford Gallery is NZ’s largest privately owned art gallery. The Gallery represents over thirty established New Zealand and international artists. The accounting systems need to be able to accommodate complex transactions.

AccountAgility have worked closely with us, supporting both AccountRight and Payroll since 2012. We have streamlined our systems to eliminate additional spreadsheets and paper documents and now make maximum use of AccountRight.

Shona Irwin ... Chief Financial Officer Gow Langsford Gallery