Post‑Migration Checklist: Keeping Your Numbers Right

Switching to a new accounting system doesn’t end when the data import finishes. Once your customers, suppliers and inventory lists are in place and a Chart of Accounts has been created, you still need to confirm that everything adds up. Otherwise you risk messy reports and compliance headaches.

Here’s a condensed checklist you can follow after moving to SQL Account or any on‑premise solution.

1. Check your master data

Ensure the basics are correct:

• Customers & suppliers: Compare the new lists to your old system. Fix missing entries, duplicates or wrong contact details.

• Inventory items: Confirm stock codes, descriptions and cost prices match your original records. Mistakes here will skew cost of goods sold and stock values. Data migration guides recommend cleaning duplicates and outdated records to preserve accuracy.

2. Review the Chart of Accounts & opening balances

Make sure your new Chart of Accounts matches how your business operates. Then verify that starting balances are correct:

• Receivables & payables: Run aged reports—totals should agree with outstanding invoices and bills from your old system.

• Bank & cash: Compare closing balances from the previous software with opening balances in the new system.

• Inventory: The total stock value should equal your final inventory count. Checking for misclassified or inconsistent accounts avoids downstream issues.

3. Run and compare key reports

Don’t switch off the old system until the new one reproduces your numbers. Run parallel reports and compare:

• Trial Balance & General Ledger: Debits and credits should line up with the old system.

• Profit & Loss: Generate the last month’s P&L in both systems. Investigate any discrepancies.

• GST & audit reports: For GST‑registered businesses, ensure your tax codes and totals align. Regular audits and report reviews help catch issues.

4. Train your team and gather feedback

Even the best software produces bad data if people don’t know how to use it. Run short training sessions on entering transactions, posting payments and generating reports. Provide simple user guides and encourage staff to flag any problems. Proper training and clear communication improve adoption and reduce errors.

5. Monitor and audit

Run the system for a few months and watch for surprises. Keep reviewing trial balances, P&Ls and inventory reports. Ask users if anything looks off and schedule quarterly audits to verify transaction lists and settings. Adjust your processes as needed.

Ready for a smooth transition? Apscom Solutions can import your customer, supplier and inventory lists into SQL Account, build a tailored Chart of Accounts and help you validate your data after go‑live. Message us to ensure your move is accurate and stress‑free.