30 Apr 2026
Moving your accounting data to Jaz is straightforward — export your files, upload them under Settings > Data Transfer, and we handle the rest. Whether you need foundations, balances, or a full transaction history, here's how it works.
Switching accounting software sounds like one of those things you know you should do, but keep putting off — right up there with updating your passwords and replying to that one email. The fear is real: what happens to all your data? Your contacts, your history, your carefully built chart of accounts?
Here's the good news: moving to Jaz is genuinely straightforward. We've built the migration experience to be as painless as possible, whether you're coming from Xero, QuickBooks, Excel, or anywhere else. You export, you upload, and we take it from there.
Let's walk through exactly how it works.
When you migrate to Jaz, you're not starting from zero. Depending on how much history you want to carry over, there are three levels of data transfer:
This covers the building blocks of your books:
Think of this as setting up your new home with all your existing furniture — everything is where you'd expect it to be, from day one.
Beyond your foundations, you can bring across your financial position:
This means you won't have to rebuild your receivables and payables picture from scratch. Jaz picks up right where your old system left off.
Want every invoice, bill, and payment to make the journey too? This is the most comprehensive migration option — full transaction history with line items, all the way back.
This tier is handled in partnership with our data migration specialists, MMC Convert. More on them below.
The process is designed to be simple, even if you're not a tech person.
Pull your data out of wherever you are now. This works with every major accounting platform: Xero, QuickBooks, MYOB, Sage, Excel, and more. If it can export a file, Jaz can work with it.
Head to Settings > Data Transfer in your Jaz account and upload your files. That's it — no complicated mapping, no technical setup.
Jaz handles the import on our end. For foundations and balances, transfers can complete in just a few minutes. Larger datasets with more records naturally take a bit longer, but you'll be notified when everything is ready.
There's no manual re-entry, no spreadsheet wrangling, no calling IT. You just upload and wait.
For businesses that want to bring across their complete transaction history — every invoice, payment, credit note, and line item — we partner with MMC Convert.
MMC Convert are specialists in accounting data migration. Here's why we trust them:
Most businesses don't have perfectly clean books — that's normal. The migration process is built to handle real-world data, not just textbook-perfect files. And if anything needs attention, our team is here to help.
The same applies to your platform: we don't have a preferred list. Whether you're on a major platform or something more niche, if you can get your data into a file, we can work with it.
Switching accounting software doesn't have to mean a painful transition. With Jaz, your data comes with you — your contacts, your chart of accounts, your history — and you can be up and running faster than you'd expect.
Start your migration today. Head to Settings > Data Transfer inside Jaz, or get in touch with our team if you'd like to talk through your options first.
*Free migration is available for qualifying transfers through MMC Convert. Terms apply. Speak to our team to find out more.
