Help Center

Switching accounting software – easy, step by step (2025)

Switching accounting software is easy. We'll show you how, step by step.

Are you considering switching accounting software? We're here to make it easy for you. It may seem like a daunting task, but with the right planning and approach, the transition can be both stress-free and smooth. In this article, you'll find a detailed guide to help you make the switch efficiently, while ensuring your company's financial data remains intact and up-to-date.

Why should you switch accounting software?

There can be many reasons to switch accounting software. Maybe your business has grown and needs more advanced features, or maybe your current software no longer meets your requirements. Here are some of the most common reasons:  

  • Lack of functionality: Do you need better reporting capabilities, integrations or automation?
  • Cost-effectiveness: Other solutions can offer better price for the features you need.  
  • Ease of use: Simplicity and efficiency can save you and your employees time and frustration.
  • Compatibility: The accounting program should be able to integrate with other tools you use.

How to Choose the Best Accounting Software? 🤷🏻‍♀️

When choosing accounting software, you need to be aware of what is important to you. Here are 5 key points to consider:

1. Is it difficult to use?

There is a big difference between different accounting programs. When you are going to change accounting software, you should look for something that seems understandable and intuitive to you. In addition, you should look for support resources that can help you get started with the program you are considering, such as videos, articles and support should you need it.

2. Does it have everything I need?

Not all programs will be a good match for your needs. You should therefore carefully examine whether the accounting program has the functionality you need, particularly if you work in a sector with industry-specific requirements and needs. For an overview of Catacloud's functionality you can see here.

3. What does it cost?

Accounting software prices vary significantly, and the choice of software can have a big impact on your overall costs. Remember to look carefully at the framework conditions - both what you pay as a fixed amount, as well as costs for vouchers, EHF invoices, additional users and other functionality. After all, it is the final sum that is decisive.

For an overview of our prices you can see here.

4. Is there support for other tools you use?

Not all systems work with others. Get an overview of what other tools you use to see if the accounting software you are considering supports this. Catacloud is built with a open API, which in practice means that it is easy to integrate solutions and services from other suppliers.

Here you will find an overview of some of the services we support today (with more on the way).

5. Is the system easy to switch to?

Switching accounting software is a process that many people find a bit cumbersome and unwieldy (after all, you have better things to do with your time). Therefore, it is a great advantage if you find an accounting software that is not too difficult to switch to. Check if the software you are considering switching to has an easy migration process. Also remember to check if the migration takes a long time, and if you have to pay for the migration.

With Catacloud, you can easily manage the transfer yourself! For help with both transfer and functionality, you can find lots of good information in our help center. Should you still need it, we will be happy to assist (of course at no extra cost).

Switching to Catacloud has never been easier. Press here to get started!

The transfer itself, step by step 🚀

1. Exit and export

To switch accounting programs, you must first close the accounting in the system you are switching from. To do this, you must first do the following in the system you are migrating from:

  • Reconcile bank account for the months you have used the previous accounting program (current year to date)
  • Post vouchers until the end of the month
  • End VAT notification (NB: You should wait to change the accounting system until the current VAT period is closed, as open VAT records will not be included in the transfer.)

Once this is done, you export a SAF-T file. This is a file type that the vast majority of accounting systems can export, as this became a statutory standard from January 2020. If you are unsure how to export a SAF-T file, you can contact your current supplier.

2. Create an account in the new system

Now you are almost ready for the transfer to the accounting program you have chosen! Choose the subscription you want and get started with the registration. To choose the Catacloud subscription that suits you best, see our prices page.

3. Transfer the data to a new accounting program

Now the numbers from the previous system must be transferred to the new one. If the accounting program you are moving to supports it, you can easily load the SAF-T file you exported from the previous accounting program. This contains the data that will now be transferred to the new system, and in Catacloud the SAF-T file is read automatically. For a careful review of how this works, you can read more here.You can also see this walkthrough on how to import SAF-T files into Catacloud:

Still stressed about switching accounting programs? 🙄

Or have you recently migrated to Catacloud and have any questions? 👩‍💻 Don't hesitate to get in touch, and we'll help you reach your goal! We can be reached by e-mail, chat (see the button in the bottom right corner) or by phone (+47) 96003377 💬

We also have one help center with help articles, and help videos on YouTube.

Other help articles