Frequently Asked Questions about moving your data with Movemybooks

Apr 16, 2021 | Handy Tips, QuickBooks, Sage, Xero

How does the Movemybooks software access the data I want to convert?

To convert from another cloud platform, you will need to provide the username and password of your current platform, and we will take care of the rest. To convert from desktop accounting software, the fastest and simplest way is to have the data you want to be converted open in a working copy of Sage or QuickBooks so that our extractor application can read it.

What if I only have a backup file of my data?

If you only have a backup file and not the software, we can do this step for you. When you reach the Upload Data stage of the conversion, follow the link for instructions on sending your backup file to us.

Will Movemybooks convert all my accounting data?

We convert the core, important accounting data for you. This includes your chart of accounts and all of the balances on those accounts. We convert year to date and all transactions from the prior year as standard, but you can choose to have additional prior years converted too, for a small charge.

Will my Customer and Supplier contact details be converted?

Yes. Customer and supplier contact details, together with the balances on all customer and supplier accounts, are converted. We also copy the individual customer and supplier transactions in detail.

Will my Accounting data look the same once it has been converted by Movemybooks?

Please understand that it is impossible to make an exact copy of your data in a different accounting system. There may be some information that we can’t convert, and some information may look a little different when converted. You can be confident, however, that your financial data will be accurate overall.

Once the conversion has completed, is there anything I need to do before I can start using my data?

Due to the limitations imposed on us by the software you are converting from and to, there may sometimes be a little tidying up work that you’ll want to do once the conversion is complete. We’ve done our best to make sure this is as little as possible and will provide you with full guidance on these post-conversion tasks – in most cases this will only take a few minutes.

Check the limitations of the Movemybooks service before you get started:

Limitations of service when moving to Xero

Limitations of service when moving to Sage

Limitations of service when moving to QuickBooks

You can find full details of post conversion tasks for each cloud platform on our Help pages here:

Post conversion tasks after moving to Xero

Post conversion tasks after moving to Sage

Post conversion tasks after moving to QuickBooks

If you need any further advice or assistance, please send us a message now.