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KashFlow Migration Services – Move Your Accounting Without the Stress

Switching to a new accounting system can feel like a big job—but it doesn’t have to be. With KashFlow accounting, you’ll get a clear, easy-to-use way to handle invoices, payroll, and reports. And with our KashFlow migration service, you can move from your old software without losing a single important record.

We’ll set everything up, transfer your data, and show you how to use it. You can keep running your business while we take care of the heavy lifting.

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Kashflow Migration Services: Smooth Your Accounting Processes​

What is KashFlow?

KashFlow is a UK-based accounting app built for small and medium-sized businesses. It puts all your key financial tools in one place so you can stay on top of your numbers without getting lost in the details.

Here’s what you can do with KashFlow accounting:

  • Send invoices that look professional and get paid faster.
  • Track expenses so you know exactly where your money goes.
  • Match bank transactions automatically for cleaner records.
  • View reports that help you make better business decisions.
  • Stay VAT compliant with built-in MTD tools.
  • Run payroll without juggling separate software.
  • Handle different currencies for overseas customers or suppliers.
  • Manage CIS for construction projects with built-in tools.

It’s simple enough for everyday use, but powerful enough to grow with your business.

How Our KashFlow Migration Works

We’ve moved businesses to KashFlow from just about every accounting system out there. Our process keeps it clear and step-by-step:

Discovery

We look at your current system, find any problem areas, and work out exactly what needs moving.

STEP 01

Setup

We create your KashFlow account, adjust settings for your business, and connect any extra tools you need.

STEP 02

Migration

We transfer your data—like transactions, contacts, and payroll—into KashFlow and check it’s all correct.

STEP 03

Training & Support

We show you and your team how to use KashFlow, and we’re on hand for questions after you’re up and running.

STEP 04
STEP 01
STEP 02
STEP 03
STEP 04

Why Businesses Choose Us

KashFlow Expertise

KashFlow Expertise

Our team works with KashFlow every day, so we know the system inside out. We use this knowledge to set up your account for the best performance.

Strong Data Security

Strong Data Security

Protecting your data is our top priority. Every step of the process follows strict security measures to keep your information safe.

Custom Setup for You

Custom Setup for You

We tailor KashFlow to match how your business works. Your chart of accounts, reports, and tools will feel familiar from day one.

Ongoing Support

Ongoing Support

We don’t just leave after the migration. Our team provides training and follow-up help so you feel confident using KashFlow.

Full Compliance

Full Compliance

Your setup is designed to meet UK tax laws, including Making Tax Digital (MTD). We make sure nothing is missed.

Smooth Data Transfer

Smooth Data Transfer

We handle the move from start to finish, ensuring your records are accurate, complete, and ready to use right away.

Clear Communication

Clear Communication

You’ll always know what’s happening. We keep you informed at every stage, with no confusing jargon.

Proven Track Record

Proven Track Record

Our migration process has helped many UK businesses switch to KashFlow successfully, saving time and reducing errors.

We Can Move You From Almost Any Software

If your current system can export data, we can get it into KashFlow.
We regularly handle migrations from:

Sage • Xero • QuickBooks (Online & Desktop) • MYOB • Zoho Books • Wave • FreshBooks • FreeAgent • ClearBooks • Pandle • SAP • Microsoft Dynamics • and more.

Ready to get started? Simply fill out our quick quote form, and we’ll provide you with a tailored migration plan.

Start Migration

What’s Included in Our KashFlow Migration Service

  • Company Setup: Establish a new Wave organisation for your business.
  • Chart of Accounts: Customise the chart of accounts to match your business needs.
  • User Setup: Manage user access to grant permissions to your team or accountant.
  • Payment Gateway Setup: Integrate payment gateways for faster transactions.
  • Multicurrency Accounts: Establish multicurrency bank accounts for global operations.
  • Group VAT Return: Set up Group GST/VAT MTD returns for compliance.
  • Payroll Setup: Set up employees in Wave Payroll, including balances, deductions, and benefits.
  • Apps Integration: Select and implement the best add-on applications for your business
  • Transaction Import: Import all historical transactions, from invoices to bank transactions.
  • Contact Import: Migrate all contacts including customers, suppliers, and employees.
  • Financial Settings: Configure tax codes and financial settings.
  • Bank Accounts and Feeds: Set up bank and credit card accounts, activate bank feeds.
  • Department: Set up and import historical departmental data.
  • Asset Register: Create a fixed asset register and define depreciation rules.
  • Pension Setup: Establish pension schemes with NEST, Smart Pension, and other pension providers.
  • Customised Reports: Set up tailored reporting templates.
  • Consolidated Reporting: Implement comprehensive consolidated reports.
  • Support & Training: Benefit from 4 hours of live training and 30 days of aftercare.

Ready to Switch?

If you want an accounting setup that’s clear, reliable, and ready to use from day one, we can help you get there.

Get a Quote today and let’s plan your move to KashFlow.

Book a Discovery Call