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 60,000 conversions 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 and FreeAgent users can now move quickly and easily to Xero, Sage Accounting or Quickbooks Online

KashFlow and FreeAgent users

If you have clients on Kashflow or FreeAgent 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.

We have recently added conversions from Sage 50 to Sage Accounting to our portfolio of services.

Sage to Sage migrations

We now offer data migrations for clients using Sage 50 who want to move to Sage Accounting.

You may find you can convert with Movemybooks when other methods prevented you moving the data you want. The process is simple. Start the migration as normal in Movemybooks, and we will produce a JSON file which you can upload to Sage Accounting to create the new company in Sage Partner Edition.

If you need help, please contact our Support team.

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.

Migrating a block of clients

If you have 25 or more clients ready to move, get in touch for information about our batch migration 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.

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.

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.