Sage One Switching Hub

You can now switch to Sage One Accounts Extra from Instant Accounts in five quick steps. To make the switching process as simple as possible, we’ve created five short videos, which take you through each of these steps.

So you can see just how easy it is to switch, we recommend you watch each of the videos in turn. If you need any additional information, you can find out more from our detailed step-by-step guide.

1. Preparing to switch





In this video:



• Enter all transactions on Instant Accounts up until your switch date
• Print trial balance, and any other reports you’d like, to help you switch





Watch Part 2: The switching reports >

2. The switching reports





In this video:



• Locate the switching help file
• Download the switching reports backup
• Restore the reports backup into Instant Accounts





Watch Part 3: The switching reports >

3. Export your data from Instant Accounts





In this video:



• Export your customer and supplier records
• Export your customer and supplier opening balances
• Export your products and services





Watch Part 4: Getting ready to import your data >

4. Getting ready to import your data





In this video:



• Setup your VAT scheme in Sage One Accounts Extra
• Setup your VAT scheme start date in Sage One Accounts Extra





Watch Part 5: Import your data into Sage One Accounts Extra >

5. Import your data into Sage One Accounts Extra





In this video:



• Import your customer and supplier records
• Import your customer and supplier opening balances
• Import your products and services





<< Back to Part 1: Preparing to switch

For more detailed information about switching to Sage One Accounts Extra…

View our step-by-step guide.

If you run up against any problems importing…

Take a look at our Common import errors article.

How to add your Direct Debit details

You can find out more from our Billing Settings article.

Already switched to Accounts Extra?

If you want to know where to find the options you’re used to in Instant Accounts, why not take a look at our feature comparison?