Accounting software migration
We support moves between QuickBooks Desktop, QuickBooks Online, Xero, Zoho Books and Sage Intacct, based on system capabilities and migration requirements.
Move your accounting forward.
We guide your financial data from one accounting system to the next, with structured mapping, transfer and validation at every step.
Better systems. Connected financial data.
Seamless transitions. Reliable financial data.
Our migration services transfer, organize and validate your accounting information, so the new system is ready to support ongoing financial operations.
Chart of accounts mapping
We map your general ledger accounts to the new chart of accounts, keeping classifications appropriate and financial reporting consistent.
Historical financial data migration
We transfer eligible transactions, balances, customer and vendor records and financial history, according to the agreed scope and platform capabilities.
Customer and vendor data conversion
We organize and migrate master data, contact details, payment terms and outstanding balances, and flag duplicate or incomplete records.
Opening balance and trial balance verification
We validate opening balances and compare the source and destination trial balances so differences are investigated before go-live.
Accounts payable and receivable migration
We transfer or reconstruct open invoices, vendor bills, unapplied payments and aging information to keep receivables and payables continuous.
Transaction and report validation
We compare reports, balances, transaction totals and schedules before and after migration to confirm the transferred data is complete.
Data cleanup before migration
We find duplicate records, inconsistent classifications, obsolete accounts and incomplete information, and coordinate cleanup before transfer where needed.
Post-migration support
We help with initial reconciliations, report comparisons, issue tracking and workflow checks, so your team settles into regular accounting operations.
More than data transfer. A controlled accounting transition.
Partner with ATL Accounting to manage migration projects with a focus on data integrity, reporting continuity and operational readiness.
Structured migration planning
We define the scope, data requirements, conversion method, validation criteria and responsibilities before implementation begins.
Financial data integrity
Balance comparisons, account mapping and reconciliation checks reveal inconsistencies between the source and destination systems.
Reduced operational disruption
We plan migration activities around agreed timelines and accounting workflows to minimize interruptions to day-to-day operations.
Cleaner data environment
We address agreed data-quality issues before or during migration, so the new system starts with a more organized structure.
Reporting continuity
We preserve appropriate classifications and financial history so comparative reporting stays meaningful, subject to the destination platform’s capabilities.
Technology-compatible solutions
We adapt procedures to your chosen software, supported import formats, available integrations and project requirements.
Flexible project-based support
Choose help based on transaction volume, historical data needs, number of entities and the complexity of your accounting environment.
From existing systems to a migration-ready future.
Our structured process manages the transition from initial assessment through data validation and post-migration review.
1
Assess your existing system
We review the source and destination platforms, data structure, accounting history, reporting requirements and migration objectives.
2
Prepare and map the data
We organize source data, map accounts and master records, flag data-quality issues and define what will be transferred.
3
Execute the migration
We transfer the agreed data using supported import tools, platform features or appropriate conversion procedures.
4
Validate and reconcile
We compare opening balances, trial balances, transaction totals and selected reports, then resolve any migration discrepancies.
5
Review and transition
We complete the agreed validation checks, document outstanding issues and support your team as it resumes operations in the new system.
Ready for your next accounting system?
Let ATL Accounting help you transition your financial data with a structured migration process built for accuracy, continuity and confidence.
Let’s TalkBetter systems. Connected financial data.
INTEGRATIONS
Seamless Support Across Your Existing Systems
We work with your existing accounting software and business systems to deliver a smooth, secure, and efficient workflow without unnecessary disruption.
