Cloudbook365 › Services › Software setup and migration
Accounting software setup and migration
Choose, configure or move to the accounting software that fits your business, without losing your history.
Overview
Software should save time, not create work
The wrong setup, such as a poor chart of accounts, unconnected bank feeds or no way to see sales by channel, creates months of cleanup later. Moving from spreadsheets or another system adds its own risks.
We help you pick software that fits, set it up for how you sell and move your data from your old system or spreadsheets, then check that the balances agree.
What is included
01
Software recommendation
Help choosing a platform that fits your size, industry and budget.
02
Chart of accounts design
Accounts set up around your business and the reports you want.
03
Bank, card and platform connections
Feeds and integrations connected and tested.
04
Data migration
Moving from another system or from spreadsheets.
05
Opening balances and history check
Balances verified against your records after the move.
06
Handover walkthrough
A short walkthrough so you know how everything works.
What you can expect
A setup that fits how you work
Built for your business
Accounts and reports shaped around how you earn and spend.
A clean start
Consistent structure from day one.
History preserved
The data you need carried over and verified.
Confidence using it
You and your team know what goes where.
Related services
Monthly bookkeeping
Categorized transactions, bank and card reconciliations, and a monthly financial package.
Cleanup and catch-up
Fix messy or backlogged books so you can file taxes and apply for funding with confidence.
Management reporting
Profit and loss, balance sheet and cash flow you can read and act on.
FAQs
Questions, answered
Which software do you work with?
QuickBooks, Xero and other major accounting platforms. If you do not have software yet, we will recommend one.
Can you migrate me from another system or spreadsheets?
Yes. We move the data you need and verify the balances afterward.
Will I lose my history?
We aim to carry over what you need. We agree on how much history to move before we start.
Will you show me how to use it?
Yes. Every setup ends with a short walkthrough.
Can you set it up for an e-commerce business?
Yes. We set up accounts and connections for marketplace sales, fees, refunds and inventory.
Start with a setup that works
Book a free consultation and tell us what you use today.