Help & documentation
Bring your existing books in
Migrating from QuickBooks, Xero, Zoho Books, Wafeq, ERPNext, or a spreadsheet? We preserve your audit trail, seed your day-1 aging reports, and post a single balanced opening JE on your chosen cut-off date.
The five-step flow
Most migrations land in one assisted session. Larger or multi-entity moves run on a 1-2 week timeline with a parallel-run period.
Pick a cut-off date
Usually the last day of the most recently closed month. Everything before is "legacy". Everything from this date forward is recorded directly in Nexus Ledger.
Export from your current tool
Export your COA, trial balance, open AP / AR aging, vendor master, and customer master as of the cut-off date. We accept CSV; spreadsheets are converted on import.
Map columns to our templates
Download the templates below and fill them in. The auto-mapper recognises common column names from QuickBooks, Xero, Zoho Books, Wafeq, and ERPNext exports.
We run the migration
Solo and Growth tiers can self-serve via the in-app uploader (coming soon). Pro and Enterprise tiers get concierge migration — we run the import end-to-end, validate against your previous trial balance, and walk you through period-1 close.
Verify and go live
Day-1 reports — trial balance, AP aging, AR aging, vendor / customer drill-downs — are populated immediately. You verify against your previous tool, mark the cut-off period closed, and start posting in the new period.
CSV templates
Download, fill in with your data, and either upload via the in-app migration step or send to us for concierge migration.
| File | Description | Required |
|---|---|---|
coa.csv | Custom chart of accounts. If skipped, the IFRS-aligned 254-account default template is seeded. | Optional |
opening-tb.csv | Opening trial balance as of the cut-off date. Must be DR-CR balanced. | Mandatory |
vendors.csv | Vendor master — tax ID, IBAN, payment terms, default expense account. | Mandatory |
customers.csv | Customer master — tax ID, payment terms, default revenue account. | Mandatory |
open-ap-invoices.csv | Open supplier invoices as of the cut-off date — drives day-1 AP aging. | Mandatory |
open-ar-invoices.csv | Open customer invoices as of the cut-off date — drives day-1 AR aging. | Mandatory |
fixed-assets.csv | Fixed-asset register — original cost, accumulated depreciation, useful life. Optional unless the entity has fixed assets. | Optional |
Templates live in the repository at docs/templates/migration/. Once the in-app uploader ships, the templates will be available with one-click downloads from the onboarding wizard.
What we migrate (and what we deliberately do not)
The migration is designed to be auditable end-to-end.
Migrated
- Customised COA (or seeded IFRS template)
- Opening trial balance as a single adjusting JE on the cut-off date
- Open AP / AR invoices with full vendor / customer linkage
- Vendor + customer master
- Fixed-asset register (when applicable)
- Pre-cut-off PDF archive (optional, for auditor drill-down)
Not migrated
- Posted JE state from the previous tool (kept as PDF archive instead)
- Approval-history metadata from the previous tool (recorded in the migration JE narrative)
- Random closing-balance differences (we never auto-balance)
Tier-by-tier migration support
Migration support scales with the tier; concierge migration on Pro+ takes the entire process off your plate.
Solo
Self-serve CSV upload (when uploader ships). Hourly support available on request.
Growth
Self-serve CSV upload + 1 free assisted migration session up to 4 hours.
Pro
Concierge migration end-to-end: we run the import, validate against your previous TB, and walk you through period-1 close.
Enterprise
Full project: multi-entity, historical GL detail, parallel-run window for verification, custom data-quality rules.
Want us to run a sample migration on your books?
Send us an export from your current tool. We run the migration on a sandbox workspace and walk you through the result before you commit.