➡️ Switch from Excel

Switch from Excel to PeppyBooks

Outgrown spreadsheets? We help you move from Excel to PeppyBooks safely — bulk-importing your customer, supplier and item lists and your opening balances, so you start with real books instead of a blank system.

Start for free See pricing

No credit card required
Set up in under 10 minutes
Cancel anytime, keep your data

The workflow

Your migration, in six clear steps

Every step below happens in PeppyBooks, on one database. Data entered once carries all the way through.

1 Export Pull your data out of Excel
2 Map Map accounts, items & contacts to PeppyBooks
3 Import Masters and open documents loaded
4 Verify Opening balances checked to your trial balance
5 Parallel check Run both systems one cycle (optional)
6 Go live Start billing — with support on hand

The problems this solves

Before PeppyBooks → after PeppyBooks

Different files stop agreeing with each other

One shared source of truth

Formulas break silently

Real proper bookkeeping with an audit trail

Stock and invoices are tracked by hand

Live inventory and invoicing that stay in sync

What comes across from Excel

We bring your history so you start on solid ground — not an empty system.

List of accounts

Accounts & groups

Customers

Suppliers / vendors

Products & items

Opening stock (quantities & costs)

Opening balances

Transactions (posted history)

Outstanding invoices (receivables) & bills (payables)

Tax configuration (GST / VAT)

CRM contacts (where applicable)

Trial balance for validation

Common concerns, answered

Migration anxiety keeps businesses on old software for years. Here's how we remove the risk.

Downtime: keep billing in Excel until you're ready to switch

Data safety: your data is encrypted and stays yours, exportable anytime

Accuracy: opening balances validated against your trial balance before go-live

Parallel run: run both systems for one cycle if you want extra confidence

Cost: guided migration is free on annual plans

Your migration checklist

A simple path from Excel to live on PeppyBooks. We'll walk each step with you.

1. Export: Organise your customer, supplier and item lists, plus opening balances, in a spreadsheet for bulk upload.

2. Map your list of accounts, accounts, items and contacts to PeppyBooks (choose a month-start cutover to keep tax periods clean)

3. Import masters, then opening balances, transactions, open invoices, bills and stock

4. Verify the opening trial balance matches Excel, and set up users, roles, tax config and templates

5. Parallel check — run one billing cycle in both systems (optional) for belt-and-braces confidence

6. Go live — start billing, with our team on hand

What you get

Move with confidence

No data left behind

Your accounts, contacts, items and open documents come across from Excel.

Balances that match

We validate opening balances against your trial balance, so day one is correct.

Help, not hand-holding fees

Guided migration is free on annual plans — talk to a real person if you get stuck.

Switching is free and guided — we help you move safely, and your data stays yours. Talk to a migration expert Start for free

Works with what you already have

Native to the PeppyBooks platform, open where it counts.

Reports that come standard

Opening trial balance
Migrated masters summary
Receivables & payables ageing
Stock valuation at cutover
Post-migration bank matching

Freeguided migration on annual plans

Daysto go live, not months

0downtime — switch when ready

FAQ

Common questions

Is migrating from Excel really free?

Guided migration is free on annual plans. We import your list of accounts, contacts, items and open documents, and validate balances against your trial balance.

Will there be downtime?

No — keep using Excel until you're ready. Many businesses run both in parallel for one cycle, then switch fully once balances match.

How long does migration take?

Most small and mid-sized businesses are live within days. Timing depends on how much history you bring and how clean the source data is.

Is my data safe during migration?

Yes — data is encrypted in transit and at rest, and remains yours. You can export everything at any time.