Switching is free
Bring your whole business across, not just your logo
Clients, contacts, price list, quotes, invoices, credit notes, payments, VAT history and company settings — moved in a guided flow you run yourself, in under an afternoon.
Where you are coming from
We already know how your current system works
Most systems connect directly — sign in once and QuipDesk fetches your clients, price list, quotes, invoices and payments. Everything else uploads a file.
Invoice Ninja
Direct connection — clients, quotes, invoices, payments and original PDFs
Sage Business Cloud Accounting (South Africa)
Direct connection — customers, price list, quotes, invoices and receipts
Sage Accounting (UK, Ireland, Europe)
Direct connection — contacts, items, quotes, invoices and receipts
Sage Pastel (desktop)
Customer masterfile, inventory and invoice history by file
Xero
Direct connection — contacts, items, quotes, invoices and payments
QuickBooks Online
Direct connection — customers, items, estimates, invoices and payments
Zoho Invoice / Books
Direct connection — contacts, items, estimates, invoices and payments
Wave
Direct connection — customers, products and invoices
FreshBooks
Direct connection — clients, items, invoices and payments
Excel, Google Sheets or anything else
Any spreadsheet — you confirm which column is which
How it works
Three steps, no consultant
1. Connect, or export a file
Sage, Xero, QuickBooks, Zoho, FreshBooks, Wave and Invoice Ninja connect directly — you sign in and QuipDesk fetches everything itself. Anything else exports a file.
2. Pick your business and check the columns
On a direct connection you only choose which business to bring across. With a file, QuipDesk works out which column is the client, the date, the amount and the VAT for you to confirm.
3. Import, then carry on invoicing
Your history lands with the right statuses and balances, and your next quote and invoice numbers pick up where the old system stopped.
What we promise
A migration you can trust
Nothing gets duplicated
Run the same file twice and anything already imported is skipped, so you can do a trial run now and a final catch-up on switch-over day.
Payments stay matched
Receipts are linked back to the invoices they paid, so your outstanding balances and age analysis are right from day one.
Your old documents are kept
Where we can fetch them, the original PDFs are stored on each document, so the exact file your customer received is preserved.
History doesn't burn your allowance
Imported historical documents don't count against your monthly document limit — only the new ones you create do.
Start your trial, then import
Fourteen days, no card. The migration tool sits in your left-hand menu under “Import data” from the moment you sign up. Stuck on an unusual export? Send it to us and we will bring it across for you.