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ClearBooks to Sage Migration Service

Looking to migrate from ClearBooks to Sage? Our expert accounting software migration service ensures secure, accurate data transfer tailored to your business needs. With years of experience in cloud accounting, we make your transition smooth and reliable—no disruption, just results. Serving clients worldwide, trust us to simplify your move and unlock Sage’s full potential for your growth.  Get a Quote today!

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ClearBooks to Sage Migration

Sage Migration

How Its Works

Assessment & Planning

Assessment & Planning

Discovery

Evaluate: Understand your requirements and assess the current setup.

Plan: Outline a tailored migration strategy.

Custom Configuration

Custom Configuration

Setup

Tailoring: Configure Sage settings to your needs. setup.

Add-Ons: Integrate add- ons to boost eficiency.

Data Migration

Data Migration

Migration

Transition: Transfer financial data securely to Sage.

Verification: Double-check for data integrity.

Cloud Bookkeeping

Training & Support

Empowerment

Train: Provide Sage training to your team.

Support: Help with any post-migration issue.

Why Migrate From ClearBooks to Sage?

Why Migrate From Acumatica to Sage?​

Migrating from ClearBooks to Sage offers several advantages for growing businesses. Sage provides more robust accounting features, advanced reporting, and better scalability to handle increasing transaction volumes. It supports multi-currency, multi-user access, and integrates seamlessly with a wider range of third-party apps, enhancing workflow efficiency. Sage’s stronger compliance tools and security measures help meet regulatory requirements more confidently. Additionally, Sage offers dedicated customer support and regular updates, ensuring long-term reliability. Overall, switching to Sage can streamline financial management, improve accuracy, and support business growth more effectively than ClearBooks.

Why is Sage the best choice?

Sage stands out as a trusted cloud accounting solution thanks to its user-friendly interface, powerful automation, and extensive integration options that support diverse business needs worldwide. It offers robust global compliance capabilities, ensuring your business stays aligned with regulatory requirements across countries. Sage’s continuous innovation and reliable security make it ideal for companies looking to scale confidently. Our expert migration team provides worldwide support, guiding you every step of the way to maximize the benefits of Sage. Choosing Sage means investing in a future-proof platform designed to enhance productivity and deliver peace of mind.

The Next Step: Switching From ClearBooks to Sage

In today’s digital world, your financial data isn’t just numbers—it’s a vital part of your business story. We understand that the idea of migrating all that data from ClearBooks to Sage can feel overwhelming. But migration doesn’t mean starting over—it means taking everything you’ve built and making it stronger. With our ClearBooks to Sage migration service, we handle your data with care, ensuring nothing important gets left behind.

But we don’t stop there. Once your migration is complete, we’re still by your side. Whether it’s navigating Sage’s core features or exploring powerful add-ons, we’ll help you unlock the full potential of your new system. Because to us, it’s not just about moving data—it’s about moving your business forward with confidence.

End-to-End Conversion

Switching from ClearBooks to Sage is just the beginning — and we’re with you every step of the way. Our job doesn’t end with migration. We’ll walk you through the ins and outs of Sage with personalized training and friendly, ongoing support. From setting up banking rules to creating custom financial reports, you’ll have expert guidance whenever you need it. With us by your side, you won’t just use Sage — you’ll master it.

Our Detailed ClearBooks to Sage Migration Service includes:

  • Company Setup: Establish a new Sage 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 QuickBooks Online Payroll, including balances, deductions, and benefits.
  • Apps Integration: Implement comprehensive consolidated reports
  • Transaction Import: Import all historical transactions, from invoices to bank transactions, from ClearBooks
  • 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 Business 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

Sage Review & Health Check

Sage Bookkeeping Cleanup Support

Discover how our tailored solutions can elevate your financial operations beyond the basics.

Clients We Worked with

18
ADMIRAL
CHARKOS
DTL ADVISOR
Dynamic Planner
Esher Rugby
gti
Guldhall
Happy Baby Community
Muslim Hands
Point Studio
Q cloud (2)
Q cloud
Rand
Rodin Motorsport
Sanders Coaches Ltd
Stellisons
Sweet Tree Farming
Sweet Tree Home Care Services
the old station nursery
Vision Hydrogen Corporation

Convert To Sage From

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

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Frequently Asked Questions

Migrate to Sage with Cloud Accounting

Tired of the limitations and headaches of ClearBooks ? It’s time to make a smarter move.

Sage gives you more control, better reporting, and powerful automation tools to streamline your finances. Whether you’re running a small business or managing multiple entities, we tailor the migration to fit your needs.

Ready to simplify your accounting? Schedule a free consultation today and take the first step toward smarter, more efficient financial management with Sage.

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