ClearBooks to Reckon Migration with Cloud Accounting

Thinking about moving from ClearBooks to Reckon? At Cloud Accounting, we make the transition seamless and stress-free. We understand how critical your financial data is, and switching systems can feel overwhelming. That’s why our team manages the entire migration process for you safely, accurately, and efficiently. You’ll get a smooth switch with no lost data and no disruptions just a more powerful way to manage your accounts

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How It Works

Assessment & Planning

We evaluate your ClearBooks system, identify key data, and define business needs to build a tailored migration plan.

Data Preparation & Configuration

We clean and map your data, then configure Reckon to match your workflows, financial structure, and reporting needs.

Migration & Testing

Your data is securely migrated to NetSuite. We perform thorough testing to ensure accuracy and functionality.

Training & Go-Live

Your team is trained to use NetSuite effectively. Once ready, we go live with full support to ensure a smooth transition.

Why Migrate from ClearBooks to Reckon?

As your business grows, your accounting needs evolve. While ClearBooks is ideal for smaller businesses, it can become restrictive as your operations expand. Reckon is designed to support growing and larger businesses with advanced features that go beyond basic accounting. It handles larger transaction volumes, complex financial data, and provides robust reporting tools tailored to your operational needs.

Reckon also integrates effortlessly with various business applications, from payroll and inventory to tax compliance and financial forecasting. This flexibility ensures your accounting system grows alongside your business goals.

Migrating from ClearBooks to Reckon is more than a software switch—it’s an investment in a scalable, future-ready accounting platform. With better visibility, deeper insights, and powerful automation, you can make smarter financial decisions.

At Cloud Accounting, we guide you through every step of the migration, ensuring your data is safe, accurate, and ready to perform. Let’s move forward together, with Reckon as your trusted financial partner.

The Next Step: From ClearBooks to Reckon

In today’s digital world, your financial data is more than just numbers—it’s one of your most valuable assets. So, we get that the thought of moving all that important information can feel a bit overwhelming.

At the heart of what we do is the belief that migrating systems isn’t about leaving your past behind—it’s about building on it. When you migrate from ClearBooks to Reckon, we make sure all your important data comes with you, safely and completely.

But we don’t stop at just moving your data. Our goal is to help you make the most of your new system. If you’re switching to reckon, we can guide you through the key features and suggest helpful add-ons to support and grow your business.

End-to-End Conversion

Switching to Rackon is only your first step, and we’ve got your back from there. We’ll train you and provide ongoing support so that you feel confident using the software. Whether you’re setting up banking rules or making your own special reports, you can rest easy knowing we’ve got your back.

Our ClearBooks to Reckon Migration Service includes:

Company Setup: Establish a new Reckon 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 Reckon Payroll, including balances, deductions, and benefits.
Apps Integration: Implement comprehensive consolidated reports
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.

Extend Your Capabilities

We provide more than just migration services. Enhance your financial management with our comprehensive suite of additional offerings, including:

Payroll Migration & Setup

Purchase Order Migration & Setup

Project Migration & Configuration

App Advisory & Ongoing Support

Reckon Review & Health Check

Bookkeeping & Cleanup

Clients We Worked with

Convert To Reckon From

We specialize in transferring data from any software that can export data in CSV or Excel format to Reckon. No matter how complicated your company transactions or currencies you use, we guarantee the move is smooth and accurate.