When Excel stops working, how to migrate safely: choose a cutover date, reconcile balances, clean masters, import opening balances, run in parallel and set a monthly routine.
Pick a clean cutover date (ideally 1 April or a month start), reconcile your Excel books to bank and GST records as of that date, clean up customer, vendor and item lists, import opening balances and outstanding invoices, then run both systems for one month before switching fully.
Use the Taxpex HSN/SAC Finder to fill missing HSN codes in your item list before importing — it is the most common gap in Excel-based businesses.
Software migration does not fix wrong opening balances. If your Excel books do not reconcile with the bank, fix that first.
Senior contributor at Taxpex Consultancy. Reviewed by a practising Chartered Accountant. Published on 16 October 2026 · Updated on 16 October 2026.
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