QuickBooks Online, Xero or Sage 50: how to choose for a BC small business https://www.orbisaccounting.ca/guides/quickbooks-online-vs-xero-vs-sage-50-bc/ The three side by side Questions that decide it Before you switch software [ ] Pick a cutoff date at a period end, and reconcile every account to it in the old file [ ] Export the trial balance, the open customer invoices and supplier bills, and the payroll year-to-date figures [ ] Decide how much history to bring across, and keep the rest readable in the old file [ ] Keep the old subscription, or a readable export, for as long as the records have to be kept [ ] Reconnect bank feeds and sales apps in the new file, and switch them off in the old one [ ] Check the first month in the new file against the bank statement before you file anything from it Questions people ask Orbis Accounting Ltd. ยท Checklist only. See the guide for context.