Skip 40 hours of manual data entry. Get a penny-perfect ledger migration in 48–72 hours.
We combine specialized extraction software with a dedicated UK ledger migration specialist to convert your historical accounts into Xero or QuickBooks with guaranteed £0.00 trial balance discrepancy.
Select your source ledger and destination cloud platform
Every migration pathway is tailored to preserve original nominal codes, tax rates, and customer contacts.
Sage 50 to Xero Migration
Direct conversion from Sage 50 v26 to v31 backups into Xero. Full statutory transactional history, customer contacts, VAT Box 1 to 9 records, and £0.00 trial balance guarantee.
Most automated tools only move 2 years. We migrate your full statutory history.
Under Section 386 of the UK Companies Act 2006 and HMRC rules, companies must keep accounting records for at least 6 years. Cutting off history creates compliance risks and forces you to maintain legacy software licenses.
What happens with standard automated tools
- Only migrates current year plus previous financial year.
- Older history is compressed into a single lump-sum opening journal.
- You lose prior year customer sales history and vendor invoice lookup.
- Requires paying costly ongoing read-only software subscriptions just to view old records.
Complete statutory multi-year migration
- Full historical ledger migrated from company inception (3 to 10+ years).
- Every sales invoice, purchase bill, and credit note migrated as an active transaction.
- Full MTD VAT reporting audit trail preserved for HMRC inquiries.
- Shut down your legacy desktop server permanently and save on annual renewals.
Real software interfaces: Client portal & reconciliation engine
See the exact tools powering your cutover. Toggle between your simple 4-step client handover portal, the underlying dual-entry audit engine, and our pre-flight chart of accounts mapping matrix.
Side-by-Side Trial Balance Inspection Sample
| Account Description | Sage 50 Source | Xero Target | Variance | Status |
|---|---|---|---|---|
| 1200 / 090 Bank Current Account | £184,920.40 | £184,920.40 | £0.00 | Matched |
| 1100 / 610 Trade Debtors (Accounts Receivable) | £246,118.25 | £246,118.25 | £0.00 | Matched |
| 2100 / 800 Trade Creditors (Accounts Payable) | -£112,450.80 | -£112,450.80 | £0.00 | Matched |
| 2200 / 820 VAT Output Liability Control | -£38,610.15 | -£38,610.15 | £0.00 | Matched |
| 4000 / 200 General Sales Revenue | -£847,005.20 | -£847,005.20 | £0.00 | Matched |
| Cumulative Debits and Credits | £1,429,104.50 | £1,429,104.50 | £0.00 | Certified |
Flexible Turnaround: 48–72h Mid-Week or Weekend Cutover
No lost trading hours. Choose between a standard 48–72 hour (2–3 business days) mid-week conversion or our signature zero-downtime weekend cutover (upload Friday 5:00 PM, trade Monday 9:00 AM).
Secure File Drop-Off
Export your backup file from Sage 50 (.001) or QuickBooks Desktop (.QBB). Upload securely via encrypted transfer directly to your designated UK migration specialist with an agreed cutoff date.
Automated Conversion & Specialist Review
We extract your full transaction history, map your VAT rates, and convert your accounts. Your dedicated UK ledger specialist verifies your opening balances line by line to ensure debits equal credits.
Go Live in the Cloud
Log into your fresh Xero or QuickBooks Online account. Open invoices are waiting to be paid, bank accounts are mapped, and your trial balance is certified to £0.00 variance.
What gets moved across (and what we check line by line)
We are completely transparent about data handling. Here is the full breakdown of records converted into your new cloud ledger.
Included in Every Migration
- ·Chart of Accounts: All nominal codes, categories, and account descriptions remapped cleanly.
- ·Customer and Supplier Master Data: Names, billing addresses, VAT numbers, and credit terms.
- ·Full Transactional History: Invoices, bills, credit notes, journals, payments, and receipts.
- ·Open AR and AP Aging: Unpaid customer invoices and outstanding supplier bills matched exactly.
- ·VAT Reconciliation History: Historical MTD box reporting data and tax code mapping.
- ·Bank Statement Reconciliation: Historical bank lines matched to avoid duplicate feed downloads.
What Stays Behind (By Design)
- ·Draft or Recurring Templates: Standing order templates need re-creation inside Xero/QBO rules.
- ·Custom Report Layouts: Custom printed invoice templates do not transfer between legacy and cloud formats.
- ·Stock Inventory Tracking Levels: Opening item valuations are migrated via journals; live stock quantities can be imported separately.
- ·Obsolete Memorised Payees: Corrupt or orphaned records in legacy databases are safely quarantined.
The 80/20 Migration Reality: What we automate vs what you fine-tune
No migration service can promise "100% blind magic" because platform API boundaries differ between desktop and cloud. We automate the heavy lifting and provide a structured 30-minute checklist for final sign-off.
What TrustSwitch Delivers:
- ✓Complete multi-year transactional ledger (invoices, bills, credits, payments, and general journals).
- ✓Full Chart of Accounts reconstruction and custom nominal re-mapping.
- ✓Customer and supplier directories with full historical transaction links.
- ✓Open Accounts Receivable and Accounts Payable aging reconciled line-by-line.
- ✓Signed Trial Balance reconciliation certificate with £0.00 discrepancy.
What You or Your Accountant Complete:
- 1.Connect Live Bank Feeds: Link your Open Banking feeds from the agreed cutoff date forward.
- 2.Re-assign Staff Logins: Invite team members and set role-based permissions in Xero/QBO.
- 3.Invoice Branding: Upload your company logo and customize modern email invoice templates.
- 4.Prior Period VAT Confirmation: Review default contact VAT rates and confirm prior period status.
See how TrustSwitch compares directly to Movemybooks
Movemybooks adds £60 to £75 + VAT per extra year of history. For businesses needing 3 to 10+ years of records, TrustSwitch offers flat, predictable pricing that saves hundreds of pounds.
| Migration Scope | Movemybooks | TrustSwitch |
|---|---|---|
| Standard Included History | Current year + previous 1 year only | Up to 2 yrs, 6 yrs statutory, or 10+ yrs complete archive |
| Extra Historical Years Cost | £75 + VAT per extra year (metered) | Fixed statutory tiers (No per-year meter) |
| Estimated 10-Year Migration Cost | £1,040+ + VAT (£75/yr meter + £245 assisted fee) | £595 + VAT (Complete Archive — Save £445+) |
| Trial Balance Guarantee | Best effort basis | Guaranteed £0.00 variance before handover |
| Nominal Code Re-mapping | Rigid default mapping | Custom Chart of Accounts restructuring included |
| Multi-Currency Transactions | Often flattened to base currency | Line-by-line foreign currency conversion |
| Human Technical Review | Self-service automated tool | Inspected and certified by a dedicated UK ledger specialist |
| Data Destruction SLA | Retained on file for weeks | Permanently and securely deleted after 7 days |
Interactive migration diagnostic and quote generator
Configure your company file specifications below to check complexity, estimated turnaround, and fixed pricing.
Includes full transaction migration, nominal mapping, bank cutover check, and £0.00 trial balance certificate.
Fixed pricing per company file. No hidden add-ons.
Simple fixed fees based on your required historical depth. No surprise invoices or per-year surcharges.
Up to 2 Years History
Ideal for smaller businesses needing current trading and previous year comparatives.
- ✓Current year plus previous financial year
- ✓Customer & supplier master lists
- ✓Open accounts receivable & payable
- ✓£0.00 trial balance guarantee
- ✓48–72h or weekend turnaround
3 to 6 Years History
Meets UK Companies Act Section 386 statutory requirements for HMRC.
- ✓Full 3 to 6 years transactional ledger
- ✓Every sales invoice, bill, & credit note
- ✓Custom Chart of Accounts mapping
- ✓Signed audit reconciliation certificate
- ✓Post-handover checklist included
7 to 10+ Years History
Migrate every single transaction since your business incorporation.
- ✓Full historical ledger from company inception
- ✓Multi-currency conversion & reconciliation
- ✓Department / Class tracking included
- ✓Priority 48h or weekend execution slot
- ✓Dedicated senior ledger specialist
Migrating multiple clients to Xero or QuickBooks?
We partner directly with UK practices to handle client portfolio migrations. Enjoy a 20% practice discount, direct Slack or WhatsApp communication with your dedicated migration specialist, and white-label handover reports.
Download our migration methodology & route specifications
Detailed technical whitepapers, trial balance reconciliation proofs, and route-specific mapping matrices for accounting firms and finance leaders.
Concierge Migration Protocol
Full breakdown of how we extract your data, verify trial balances, and ensure your new cloud accounts are ready to trade.
Sample Reconciliation Certificate
An authentic sample of the signed £0.00 mathematical balance certificate delivered upon cutover, including dual-entry sub-ledger proofs.
Sage 50 to Xero Technical Guide
Covers Sage T-code remapping, department-to-tracking conversion, bank feed pre-reconciliation, and 10-year statutory GL depth.
QBD to Xero Technical Guide
Step-by-step mapping for QuickBooks Pro, Premier & Enterprise (.QBB/.QBW). Covers class tracking and multi-currency foreign balances.
QBD to QBO Migration Guide
How to bypass Intuit's 750,000 target limit error and migrate complete desktop ledgers into QuickBooks Online with full transactional depth.
Cloud Pre-Flight Checklist
Essential pre-cutover checklist covering backup integrity verification, unallocated payment clearing, and bank reconciliation sign-off.
Frequently asked questions from UK accountants and bookkeepers
Detailed answers regarding data handling, VAT compliance, and our reconciliation guarantee.
Ready to move your accounts over the weekend?
Hand over your backup on Friday afternoon. Walk into your office on Monday morning with a balanced, audit-verified cloud ledger ready for live trading.