Switch from Sage, QuickBooks, Xero, Dynamics NAV or spreadsheets to Microsoft Dynamics 365 Business Central, with your data cleaned, checked and ready from day one.
Accounting packages are built to keep the books. As a business grows, stock, purchasing, projects and reporting end up in separate apps and spreadsheets, and month-end depends on pulling them together by hand.
Microsoft Dynamics 365 Business Central brings finance, sales, purchasing, inventory and projects into one cloud system that works with Microsoft 365. Moving is a chance to tidy your data and simplify processes, not just copy what you have today.
Every starting point is different. This is what usually changes, and what we focus on, for each one.
Sage 50 and Sage 200 users often move when they need stock, projects, multiple companies or better reporting in the same system as the accounts. Ledgers, customers, suppliers and open balances come across, and your nominal structure is reviewed rather than copied.
Business Central vs SageQuickBooks works well for smaller teams. Growing businesses move when they need more users, approvals, inventory control or reporting by department and project. We map your accounts, items and contacts and set up the processes you've outgrown.
Business Central vs QuickBooksXero users often rely on several connected apps for stock, purchasing or job costing. Moving to Business Central brings those processes into one system. We review which apps you still need and which Business Central covers as standard.
Business Central vs XeroBusiness Central is the successor to Dynamics NAV. Your data structure carries across, and older customisations are reviewed, replaced with standard features or rebuilt as extensions so future Microsoft updates are simpler.
NAV to Business Central upgradeWhen stock, orders or reporting live in spreadsheets, figures drift and month-end takes longer. We clean and standardise your spreadsheet data and import it into Business Central, so everyone works from one set of numbers.
ERP vs accounting softwareA clear plan with checks and sign-off at every stage.
We look at how you invoice, buy, hold stock and report today, and which apps and spreadsheets sit around your accounts.
Master data, open items and opening balances, plus the right amount of history for comparison and reporting.
Your chart of accounts, customers, suppliers and items are tidied, de-duplicated and mapped to Business Central.
Trial loads are checked by your finance team, with balances reconciled against the old system before go-live.
Users learn Business Central with their own data, so the first week after go-live feels familiar.
Final balances are loaded at cut-over, with an optional parallel period before the old system is switched off.
The records your finance and operations teams rely on every day.
Your nominal or general ledger structure, reviewed and set up with dimensions for departments, projects or locations.
Contact details, payment terms, credit limits and bank details, cleaned before they're loaded.
Item records, units, prices and opening stock quantities and values by location.
Outstanding customer and supplier invoices, bank balances and trial balance at cut-over.
Summary figures for earlier periods so you can compare results and budgets in Business Central.
VAT set up for UK requirements, and payroll connected so journals post into Business Central.
Tell us which system you use today, how many people use it and what you'd like to improve, and we'll come back with a plan and timeline.
Yes. These are some of the most common starting points. Your chart of accounts, customers, suppliers, items and open balances are moved into Microsoft Dynamics 365 Business Central, and your processes are set up around how the business works today.
Usually not. Most businesses bring open items, opening balances and a summary of prior periods for comparison, then keep the old system or an export available as a read-only record. Bringing full history across adds time and cost, so we agree the right amount with you.
Business Central is the successor to Dynamics NAV, so moving from NAV is an upgrade rather than a switch to a new product. The main work is reviewing customisations, replacing them with standard features or extensions, and bringing your data across.
Yes. Spreadsheets are often the main source of customer, supplier and stock data. We clean and standardise them, then import them into Business Central so the figures your team relies on sit in one system.
Payroll is often handled separately from the finance system. We look at how you run payroll today and whether to keep your current payroll software connected to Business Central or move to a payroll option that works with it.
It depends on how many companies, users, integrations and data sources you have, and how much history you want to bring across. We give you a plan and timeline once we've reviewed your current system and processes.
Yes. Most moves go live at a period end. Final balances are loaded at cut-over, and many businesses run a parallel period so they can compare results before switching off the old system.
