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For Accountants
Helping you to help your clients
As small business owners transition from the old way of working to working in the cloud, you have a key role to play. You can help your clients choose the online accounting service that suits them best and help them to get up and running with their new software.
Movemybooks is here to help you and your clients on this journey. Whether you recommend us to your clients, or handle their data migration for them, we’ll make sure that the whole process is quick and pain-free.
Used us before?
Three out of every four data conversions we do is for an accountant moving a client’s data. Our service was designed for accountants from the start and, over 100,000 conversions and a decade later, we’re humbled and proud that so many come back to us over and over again to help their clients move their accounting to the cloud.
Did you know?
KashFlow users
If you have clients on Kashflow who want to migrate to other accounting platforms, they will be pleased to know that Movemybooks now provides services that allow them to migrate their data to Xero, QuickBooks Online or Sage Accounting.
At your service…
Restoring the backup file
If your client gives you a Sage or QuickBooks backup file, but you don’t have the same software yourself, you can still use Movemybooks.
When you get to the conversion step asking you to upload the client’s data, you can ask us to extract the data from the backup file.
We’ll then let you know when it’s done, so you can complete the remaining steps and get your migration off and running.
Demo with the client’s data
If you want to show your client around your recommended cloud accounting software, the best way to do it is with information that means something to them – their own business data.
Many of our accountant customers have success by migrating the client’s data and then doing the demo in a more meaningful way.
Since our migrations are usually free, we think this is a bit of a no-brainer.
Migrating a block of clients
If you have 25 or more clients ready to move, get in touch for information about our batch conversion service.
Our team will be happy to help by handling as much of the work as possible for you.
We’ve helped our accountant customers move blocks of all sizes, up to 300 clients, saving them time and making the process painless.
Visit our Resources page to read or print more information about our batch conversion services for Xero, Sage or QuickBooks.
Don’t just take our word for it…
Moved 440 clients within 2 weeks, seamless transfer with great communication. Queries were clearly communicated and dealt with in a timely manner to allow us to hit an extremely tight deadline. Would highly recommend Nathan and his team.
Martyn Penney, SKS Bailey Group
Movemybooks has been a great help in transforming the way we complete our bookkeeping for our clients. As a firm we decided to change bookkeeping processes, and importing the previous data into Xero would have taken weeks or even months. The time saved by the Movemybooks team has been a massive help to our firm. You get regular updates on progress of the conversions and a bulk conversion takes a matter of days to complete. I would highly recommend Movemybooks if you want to transform the way you complete your clients’ bookkeeping.
Luke Green, TC Group
Data privacy
We take data privacy seriously, and have a comprehensive Privacy Policy for your reference on this website.
If you or your clients would like to view a summary document outlining our Privacy Policy, please click to view our single-page PDF overview.
Need some help?
Contact our team and we will make every effort to save you time and help streamline your migrations.
Please get in touch if you need assistance.
