What does the migration wizard do?

The wizard imports supported records from CSV or Excel files, suggests column mappings, identifies possible duplicates and lets you review everything before import. AccuKash is not currently MTD for VAT compatible and does not submit returns to HMRC.

Which file types are supported?

The migration wizard accepts CSV, XLSX and XLS files. Unfamiliar columns can be mapped manually.

What records can be migrated?

The import wizard supports customers, suppliers, products and services, invoice summaries, and opening balances. It is a safe, non-destructive migration flow designed to review every row before anything is written.

How long does the migration take?

Most migrations are completed in a day or less, particularly when your export is clean and you import one record type at a time and review the opening balances at the switchover date.

Switching made simple

Bring your accounting records to AccuKash

Import customers, suppliers, products, invoice summaries and opening balances without replacing your existing records.

Start free trial Talk to migration team

Plans for your business

Free
£0.00/month
Starter
£10.80/month
Business
£22.00/month
Business + Payroll
£25.20/month

Pricing is designed to stay simple, predictable and clear for UK small businesses.

Features for your day-to-day work

Explore tools for invoicing, banking, reporting and working with your accountant.

Unlimited quotes converted to invoices in one click
Recurring invoices and automatic payment reminders
Open Banking feeds with rules-based reconciliation
Receipt attachments with unlimited storage
Mileage at HMRC approved rates
VAT summaries calculated from your books (not MTD filing software)
CIS domestic reverse charge
Customer credit limits and scheduled statements
Multi-currency invoicing
Stock control
50+ reports including P&L, balance sheet and trial balance
Free accountant seat and practice dashboard
REST API, webhooks and a mobile app

Make migration manageable

A guided migration

Automatic column suggestions, manual mapping and a clear review step help you keep control of each import.

Keep your existing records safe

The import flow does not overwrite existing records. Possible duplicates are flagged for review.

Import at your own pace

Import one record type at a time and review the results before continuing.

Support when you need it

Contact our team if you need help preparing or reviewing your data.

How migration works

1
Prepare your records
Export customers, suppliers, products, invoices and your trial balance from your current accounting system as CSV, XLSX or XLS.
2
Run the import wizard
Choose a record type, map any unfamiliar columns, flag duplicates, and preview every record before anything is written.
3
Set your opening balances
Enter your trial balance at the switchover date, or let us pull it from your accountant's year-end pack.
4
Review and continue
Check your imported records and opening balances, then continue setting up your books.

Need a hand? Talk to our migration team

Get started with your records

Start a free trial and import your data at a pace that works for your business.

Create account Compare plans