ClearBooks Migration Services – Move Your Accounts with Confidence

Switching accounting software doesn’t have to feel risky. With our ClearBooks migration service, we move your data from your old system into ClearBooks quickly and carefully, so nothing important gets left behind. You’ll have ClearBooks set up the way you need it, with full support and training along the way.

Whether you’re a small business, contractor, or growing company, ClearBooks accounting gives you the tools to stay on top of your finances—and we’ll help you get started without the stress.

Why Choose ClearBooks?

ClearBooks accounting is a UK-based cloud accounting system designed to keep business finances simple. It’s built for small to medium-sized businesses that want clear, easy-to-use features without overcomplicating things.

Intuitive Invoicing

Intuitive Invoicing

Create professional invoices and automate recurring billing.

Expense Tracking

Expense Tracking

Record and categorize expenses for better financial control.

Bank Reconciliation

Bank Reconciliation

Automatically match transactions for accurate financial records.

Financial Reporting

Financial Reporting

Generate insightful reports to make smarter decisions.

Tax Management

Tax Management

Simplify tax calculations and submissions, including VAT returns.

Multi-Currency Support

Multi-Currency Support

Manage global transactions without hassle.

How We Handle Your ClearBooks Migration

We follow a clear, four-step plan so you know what’s happening at every stage:

Review & Plan

We review your current accounting system, note any problem areas, and identify exactly what needs to be transferred as part of the ClearBooks Migration.

Getting ClearBooks Ready

We prepare your ClearBooks account, including chart of accounts, tax settings, bank feeds, payment gateways, and any additional tools you’ll need for the Migration.

Moving the Data

We transfer past transactions, contacts, payroll details, and other essential records, then verify everything carefully to ensure accuracy before finalising the ClearBooks Migration.

Helping You Use It

We provide four hours of live training and 30 days of dedicated support so you and your team feel fully confident using ClearBooks after the migration.

Why Choose Us for Your ClearBooks Migration?

What’s Included in Our ClearBooks Migration Service

Need Help?

Frequently Asked Questions

Most migrations take between 3 and 10 business days, depending on how much data needs to be moved and how complex your setup is.

 

Most migrations take between 3 and 10 business days, depending on how much data needs to be moved and how complex your setup is.

 

No. We use a secure process with multiple checks to make sure every record is transferred correctly.

Yes. We can bring over as much historical data as you need, including transactions, payroll, and contacts during your ClearBooks Migration.

Not necessarily. In most cases, you can keep working while we prepare the new ClearBooks account. We’ll let you know if there’s a short downtime needed for the final step of the ClearBooks Migration.

Yes. Employee balances, pay history, deductions, and benefits can all be transferred as part of the ClearBooks Migration.

Yes. Employee balances, pay history, deductions, and benefits can all be transferred as part of the ClearBooks Migration.

Absolutely. We provide 4 hours of live training and 30 days of aftercare so you and your team can get the most out of ClearBooks after the migration.

Yes. As long as your current system can export data to CSV or Excel, our ClearBooks Migration service can move it to MYOB.

We don’t just move the data—we set up ClearBooks for your needs, train your team, and make sure everything is working smoothly before you start using it after the ClearBooks  Migration.

Ready to Switch to ClearBooks?

If you want accounting software that’s simple, reliable, and ready to grow with your business, ClearBooks is a great choice. With our ClearBooks migration service, you’ll be up and running in no time.