GUIDES · AUSTRALIA
Changing accounting software
Changing systems is mostly about choosing a clean start date and checking the figures agree afterwards.
General information only, not accounting, tax or legal advice. Check with your accountant or the ATO where a decision depends on your circumstances. Written 30 October 2026 · last checked 30 October 2026.
Choose a clean date
- The start of a month or quarter keeps BAS simple.
- Finish reconciling the old system up to that date.
Move the essentials
- Customers and suppliers, opening balances, employees, and unpaid invoices and bills.
- Leave old transaction history in the old system and keep access for your records.
Check before you switch off
Compare income, expenses, money owed and bank balances month by month.
In Plain
The guided setup imports contacts, employees and opening balances from CSV files, and the cutover check compares the figures.
Official source
Try it
Read the switching guides for Xero, MYOB and QuickBooks.