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Switching

Moving your books to Ledgable

Migrating accounting software has a reputation because people do it badly — mid-quarter, without agreed opening balances, and with the old subscription cancelled on day one. Done properly it is an afternoon.

Coming from Xero?Coming from MYOB?Coming from QuickBooks?
The migration, in order

Six steps, one afternoon, no surprises

  1. Before you start
    00

    Pick your changeover date and tell your accountant

    1 July is cleanest; the start of any BAS quarter works. Agree the opening balances at that date with whoever does your year end — every check afterwards is measured against those numbers.

  2. Step 1
    01

    Export everything from your current system

    Chart of accounts, contacts, trial balance as at the changeover date, plus a full set of reports for the year to date and a general ledger detail. Save these somewhere permanent. You are keeping them for your five-year record obligation, not just for the migration.

  3. Step 2
    02

    Create your Ledgable workspace

    Ledgable looks your business up on the Australian Business Register so your ABN, entity name and GST status are right from the start rather than typed in twice.

  4. Step 3
    03

    Run the importer and check the mapping

    Pick your old system in the wizard. Ledgable proposes how your account codes map to its chart of accounts and shows a preview. Nothing posts until you commit — so read the mapping properly. This is the step that determines whether your reports make sense later.

  5. Step 4
    04

    Prove the trial balance ties back

    Opening balances post as a single dated journal. Compare Ledgable's trial balance at the changeover date against the one you exported. They should agree to the cent. If they do not, stop and find out why before entering anything new.

  6. Step 5
    05

    Connect your bank and set up the ongoing work

    Connect a feed on Pro or Business, or import statements on Free. Set your BAS cycle, add your employees if you run payroll, and let the AI start categorising.

  7. Step 6
    06

    Run both systems for one BAS quarter, then cancel

    Keep the old subscription for a quarter. Reconcile GST, bank balances and profit at quarter end. When they agree, cancel — and keep your exports.

Importers

How your data actually gets across

Each source has its own guided importer with account mapping and a preview. CSV importers need nothing from your old vendor; the connected importers use the vendor's own authorisation screen, so you never hand over a password.

Xero

CSV upload

  1. 1.In Xero, export your Chart of Accounts, Contacts and Trial Balance as CSV.
  2. 2.Upload the files to Ledgable's Xero importer - no API connection or adviser access needed.
  3. 3.Ledgable maps your Xero account codes to its chart of accounts and shows you the mapping before anything is posted.
  4. 4.Review the preview, then commit. Opening balances post as a single dated journal so your trial balance ties back to Xero.
Compare with Xero →

MYOB Business

Connected import

  1. 1.Start the MYOB importer and sign in to MYOB AccountRight Live when prompted.
  2. 2.Ledgable reads your accounts, contacts and balances over MYOB's own API - you never hand over a password.
  3. 3.Check the account mapping Ledgable proposes and adjust anything it guessed wrong.
  4. 4.Commit the import. The MYOB connection is used once for the migration, not kept open as a live sync.
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QuickBooks Online

Connected import

  1. 1.Start the QuickBooks importer and authorise Ledgable in Intuit's own consent screen.
  2. 2.Ledgable pulls your chart of accounts, customers, suppliers and balances through the QuickBooks API.
  3. 3.Review the proposed account mapping and the import preview.
  4. 4.Commit. Opening balances post as a dated journal so you can reconcile against your last QuickBooks trial balance.
Compare with QuickBooks →

Coming from spreadsheets, a bank export, or something not listed? There is a generic CSV importer too, and if your migration is complex, email us before you start rather than after.

Learn from other people

The five ways migrations go wrong

  • Cancelling the old subscription immediately

    You will want to look something up, and you will want to reconcile a quarter. Keep it alive for one BAS cycle. It is the cheapest insurance in this process.

  • Switching mid-quarter

    A BAS split across two systems means reconciling two GST reports into one lodgement. Wait for 1 July, or at least the first of a quarter.

  • Importing a mess and hoping the new system fixes it

    It will not. If your current books have a large suspense balance or unreconciled bank accounts, clean those up first — otherwise you have moved the problem and added a migration to it.

  • Accepting the account mapping without reading it

    The mapping decides what your reports mean for years. Five minutes in the preview screen is worth more than any other five minutes in this process.

  • Not telling the accountant until afterwards

    They need to agree the opening balances. Finding out in October that they disagree with your 1 July position is a genuinely bad day.

Common questions

Switching, answered

At the start of a financial year, 1 July, is cleanest. The start of a BAS quarter - 1 July, 1 October, 1 January or 1 April - is the next best. Switching mid-quarter means splitting a BAS across two systems, which is possible but adds work you do not need.
No, but understand what moves. Ledgable's importers bring across your chart of accounts, contacts, and opening balances as at your changeover date. Detailed line-by-line history from previous years stays in your old system - which is why you export a full set of reports and a general ledger detail before you cancel anything, and keep them. You are required to keep records for five years regardless of which software you use.
For a small business with clean books, an afternoon: export, import, map accounts, check the trial balance. If your existing books are messy, the cleanup is the job and the import is the easy part. Budget a day and do it on a quiet week, not the week before a BAS is due.
For at least one full BAS quarter, yes. Keep the old subscription alive, enter the quarter in Ledgable, and reconcile the two at quarter end. If your GST position, bank balances and profit agree, you have proven the migration. Only then cancel.
Tell them before you start, not after. They should agree the opening balances at your changeover date - that is the number everything else is measured against. Many will want to do the final reconciliation in the old system themselves.
Every Ledgable importer shows the proposed mapping and a full preview before anything is posted, and you can change any line. Nothing enters your ledger until you commit, so a wrong guess costs you a correction in a preview screen rather than a journal to reverse.
No. The importers are part of the product, including on the Free plan, and there is no migration fee. Start a free workspace, import, and decide afterwards whether you want a paid plan.

Start with an import, not a decision

Create a free workspace, run the importer, and check the trial balance ties back. If it does not convince you, you have lost an afternoon and no money.

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Free forever on the Free plan. No credit card required. Cancel anytime.

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AI-native accounting for Australian small businesses. Built for ABNs, not EINs.

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