Moving to Exact

Converting your accounts data is easy. You simply complete our online order form and upload the file to be converted. It will only take you 5 minutes. We'll then extract the data, convert it and email you when it's done - typically within three working days.

Please take a moment to read the important information below. If you have any questions, just ask, otherwise hit the get started button and get going.

We can convert your data from:

  • Sage 50 / Instant
  • QuickBooks desktop
  • QuickBooks Online
  • Xero

 


Options and costs

You'll be pleased to know that Exact will pay for your conversion. As standard, you will get our Convert 24 service, which gives you all transactions for the current year to date, plus all of the previous accounting period.

If you would like additional years of transaction history, these cost £60 per year. You can also opt to include Sage department information for an extra £60. All prices are plus VAT.


Important information

To convert from desktop accounting software you will need to send us the data you want to be converted as a valid backup file, together with the correct username and password with administrator rights. Our online order form will collect the file from you.

We convert all of the core, important accounting data for you. This includes your chart of accounts and all of the balances on those accounts. Customer and supplier contact details together with the balances on all customer and supplier accounts are converted too. We also copy your individual transactions in detail.

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

Due to the limitations imposed on us by the software you are converting from and to, there will sometimes be some 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 provide you with full guidance on these post-conversion tasks (see below).

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For detailed information on frequently asked questions, the limitations of what we can and can't convert and guidance on completing the post-conversion tasks click the following links:

Frequently asked questions   |   Limitations of service |   Completing post-conversion tasks