Leave the 17-tab workbook. Keep the history that matters.
Spreadsheets are a start. They are not a system of record once invoices, SST, and payments multiply. Migration should be a checklist: masters first, balances next, then live documents — with your accountant already invited.
Updated 2026-07-14
Week-zero checklist
Export customers, suppliers, and products to clean CSV columns.
Agree opening AR/AP and bank balances with your accountant.
Pick a cutover date; stop issuing Excel invoices after that date.
Import and verify
Use BukuCloud CSV import for customers, vendors, products, opening balances and historical transactions.
Spot-check five invoices and five bills against bank movements.
Turn on recurring invoices only after the first clean weekly close.
Keep Excel out of the loop
AR aging and P&L should come from the app, not a shadow workbook.
Share Practice or firm-staff access instead of emailing Friday night exports.
Archive the old spreadsheet read-only for audit nostalgia — not for new invoices.
Frequently asked
Yes via CSV. Start with masters and opening balances, then historical rows if you need them for continuity.
Solo businesses often go live in days; denser books need a planned cutover. Book a walkthrough if you want a guided path.