Switching accounting software
Move to AvrioBooks at your own pace, without losing your history or your sleep.
Changing accounting software feels risky, but a careful move is straightforward. Bring over your contacts with a CSV import, set your opening balances as of a clean date, set up your chart of accounts and import your bank history from statements. Keep your old system read-only so your past records are never lost, and use a lock date to protect the periods you have finished. You can rehearse the whole move in the demo company first.
AvrioBooks does not import directly from other accounting products, so you bring the data across as files and balances. Read bank feeds vs statement imports.
Import contacts
Bring customers and suppliers across with a CSV file.
Opening balances
Start from a clean date by entering your closing balances from the old system.
Chart of accounts
Set up the accounts you use, matching your old structure if you like.
Bank history
Import statements as CSV, OFX, QFX or QIF and reconcile.
Lock dates
Protect finished periods from accidental change.
Practise first
Explore the demo company before you touch your own data.
Get going in four steps
- Start a free trial and try the demo company.
- Import contacts and set up your chart of accounts.
- Enter opening balances from your last closed period.
- Import bank statements, reconcile and lock the period.
Frequently asked questions
Can I import data from my old software?
You can import contacts from a CSV file and bank statements as CSV, OFX, QFX or QIF, and enter opening balances. AvrioBooks does not import directly from other accounting products.
Should I keep my old software?
Yes, keep it read-only for your past records, at least until your accountant has finished the year.
What is a lock date?
A date before which no one can change entries, which protects finished periods.
Can I practise first?
Yes. The demo company lets you explore with sample data.
How much does it cost?
Plans start at £12 a month per business, excluding VAT, after a 30-day free trial of everything in Premium.
Keep exploring
Import contacts Opening balances Chart of accounts Demo company Pricing
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