Migration Hub

What it does

The Migration Hub guides you through importing your existing data from other accounting platforms — Xero, QuickBooks, Sage, and FreeAgent. It walks you through each data type step by step with CSV uploads.

Key actions

• Import chart of accounts, contacts, items, and invoices
• Follow step-by-step migration wizards
• Download sample CSV templates for each data type
• Preview data before importing
• Skip steps you do not need

Getting started

Go to Settings and find the Migration section. Select your current accounting platform and follow the guided steps to import your data.