Switch: An Easier Way to Move Your Data to Akaunting
Reading Time: 3 minutesMoving from your previous accounting software provider to Akaunting just got more seamless with Switch.
One of the common questions we receive from small businesses and freelancers is, “How do I migrate my data from X software to Akaunting?”
While we already had a solution for that by providing Apps that our users needed to install to manage the migration process, many often found it a bit challenging.
Well, all that has changed with the Switch feature.
Unlike the App-based migration solution, Switch is readily available on the navigation menu panel of your Akaunting dashboard.
Enjoy a Switch discount at the end of this blog post.
Clicking Switch will take you to a dashboard where you can choose the provider from which you want to import your data.
Importing your data into Akaunting is done in three simple steps:
- 1) Authenticate: Grant Permission to connect to your previous software provider
- 2) Login: Access the profile on your previous provider
- 3) Sync: Import your data to Akaunting
The process takes less than 5 minutes on average.
What Can You Import with Switch?
With Switch, you can import:
- – Chart of Accounts
- – Invoices
- – Items
- – Vendors
- – Bills
- – Customers
- – Sales Taxes
- – Credit Notes
- – Purchase Orders
However, this may vary depending on your software provider.
Check out the step-by-step guide on how to use Switch.
Switch Discount
New Users:
Check out how others compare to Akaunting and use the code SwitchToAkaunting to enjoy a 70% discount when you move your financial data to Akaunting. (The discount code is only valid for yearly subscriptions.)
Existing Users:
Use Switch and get two months free on any monthly subscription. (After completing the Switch, please message us via Live Chat on the Switch page to claim your complimentary two months.)
Frequently Asked Questions
How do I switch to Akaunting
You can switch to Akaunting using the migration apps or the built-in Switch feature on the navigation menu panel.
How do I move my data from my accounting software?
Using Switch, you can automatically move your data from your current software to Akaunting. All you need to do is authenticate Akaunting to access your data, and Switch will handle the rest seamlessly.
Is there a built-in data migration tool?
Yes. Switch is a built-in data migration tool accessed from the navigation menu panel.
Do I need to back up my data before migrating?
Yes, it’s crucial to back up all your data before starting the migration to ensure you don’t lose any important information.
Can I get help with the migration?
Yes. You can contact Akaunting’s support team for dedicated support or use the help center for detailed instructions and assistance.
How accurate is the data import process?
Akaunting offers a custom solution to streamline the process and ensure data accuracy. However, reviewing the imported data for any discrepancies is always recommended.
How long does the data migration take?
The time required depends on the size of your data. Generally, it takes less than 5 minutes.
Is there a cost associated with data migration?
Importing your data is free. However, a cost is attached to the request for dedicated support from an Akaunting expert.
Will I lose any data during the migration?
If you have invoices, transactions, or other records in Akaunting, you should create a new company before using the Switch feature. Switch overrides any existing data in your Akaunting profile.
How is data security handled during the migration?
Akaunting prioritizes data security. The import process follows standard security protocols to protect your data.
