Moving to OwnBooks, made simple
Coming from desktop software, a cloud app or spreadsheets? Your books move across in three clear steps, with our team alongside you.
Three steps
From plan to live books
Step 01 · Before go-live
Plan the cut-over
Pick a go-live date and map your chart of accounts. We help you plan it on a call.
Step 02 · Import
Bring your data across
Opening balances from Excel templates post as balanced opening journals; your chart of accounts and vendor master follow.
Step 03 · Go live
Run on OwnBooks
Raise the first invoice, reconcile the first bank statement and prepare the first return — from one ledger.
Your data
What comes across
Everything you need to keep working from day one — without re-typing years of records.
Chart of accounts
Map your existing ledgers and groups onto OwnBooks once, before go-live.
Opening balances
Fill the Excel templates; each category posts a balanced opening journal.
Step-by-step guides
124 guides that follow the actual screens, so your team knows what to do from day one.
Vendor master
Your suppliers loaded from an Excel template, ready for their first invoices.
You won't do it alone
A planning call
We walk through your current setup and agree a go-live date together.
Help with the import
Our team works alongside yours to move your books across and check the opening numbers.
An in-app guided tour
Every screen has a guided tour, so new team members find their way quickly.
ERP depth. Accounting-app simplicity.
Open the portal and see your books, or talk to us for a walkthrough tailored to your organisation.