Switch accounting software — XBalance

Prepare Excel and CSV contacts, products and opening balances, with checks before importing.

Move with confidence. Preserve your records.

Contacts

Soon — Excel/CSV import is not yet available

Products

Soon — Excel/CSV import is not yet available

Opening balances

Manual entry on Periods is available — Excel/CSV file import: Soon

1. Export your current records and retain an untouched backup.
2. In Excel, check names, duplicate codes, tax IDs and account codes. Keep identifiers as text to preserve leading zeros.
3. Separate contacts, products and balances. Never test with real business records.
4. For opening balances, open Periods, choose Import opening balances, enter each account and choose your migration date and reconcile debits and credits to the original trial balance.
5. Review before confirming and reconcile the resulting trial balance. Posted entries require reversals, not overwrites.