Solutions / Switching to Bokeping
Switch without losing a number.
From spreadsheets or QuickBooks to Bokeping in an afternoon — customers, vendors, invoices, and bank history included. Import is built in, not bolted on.
CSV & QBO import, built in
Export from your old tool, drop the file in, map the columns once. Bokeping flags anything it’s unsure about instead of guessing.
An afternoon, not a quarter
Most businesses are running by end of day: history in, bank connected, first invoice out.
Nothing silently dropped
The importer reports every row and every column — what landed, what was skipped, and why. Duplicates are detected, not duplicated.
The import
Your history lands intact
Customers with their balances, vendors with theirs, open invoices still open, paid ones still paid. Opening balances post to the right accounts so day one in Bokeping agrees with the last day in the old system.
- Customers, vendors, items, invoices, bills, bank activity
- Opening balances that actually balance
- Duplicate detection on every import
- A full report of what landed and what didn’t
The first week
Old habits, better tool
Connect the bank, confirm the feed’s first batch, send an invoice from your imported customer list. By Friday the books are current and you’ve stopped opening the old tab.
- Bank connected in two minutes, read-only
- Your customer and item lists ready to use
- The old system stays untouched as a fallback
- Help center guides for every step
Step by step
Pick the guide for where you are now
Each one is the same shape: what to decide first, the order to import in, and an honest list of what does not come across.
From QuickBooks
Export lists and transactions, import free, and prove the trial balance ties out in twenty minutes.
Read the guideFrom Xero
One CSV per list, conversion balances posted as opening balances, and life after bank rules.
Read the guideFrom spreadsheets
Clean the sheet, map the columns, set an opening balance from a statement, and stop keeping a shadow copy.
Read the guideInvoicing
< 1 min
from new invoice to sent
Banking
1 click
to sort a bank transaction
Reports
To the penny
statements that tie out
From the books
“I put off switching for two years because I dreaded the migration. It took the time between lunch and school pickup.”
FAQs
Fair questions
No. Pick any clean cutoff — usually the end of your last reconciled month. History up to that date imports with opening balances that tie out, and new work starts in Bokeping the same day. Year-end is a fine time to switch; it just isn’t the only one. One thing that doesn’t come across: payroll history. Bokeping doesn’t run payroll, so keep Gusto or ADP where it is and post the payroll journal from there.
Yes, and it’s a sensible way to build trust: keep the old tool read-only as a fallback while you work in Bokeping. Most people stop opening the old tab within a week — but it’s your call to make, not a bridge we burn for you.
That’s the most common switch we see. Export your sheets as CSV — customers, items, open invoices, bank history — and map the columns once. If the spreadsheet was messy, the import report shows exactly which rows need a look instead of guessing on your behalf.
Bring your books over
Import is free on every plan. Your old data, your new system, one afternoon.
Under the hood
The product behind it
Invoicing & Sales
Professional invoices, estimates that convert, and payments that post themselves.
Learn moreBills & Purchases
Track what you owe, pay it on time, and know where every dollar went.
Learn moreBanking
Bank feeds, one-tap categorizing, and reconciliation that actually finishes.
Learn moreInventory
Know what’s in stock, where it is, and what it really costs you.
Learn moreReports & Accounting
Real double-entry books, readable statements, and numbers that tie out.
Learn moreReady to know your money?
We’re ready when you are. Free to start, up and running in minutes.