4.8 on Capterra

Move to ReInvestWealth. We'll do the heavy lifting.

Free, done-for-you migration from your current accounting tool. We bring over your history and balances, a CPA reviews the books, and most switches are done within a day.

Trusted by 3,000+ entrepreneurs
Free migration on annual plans · No downtime · Built by CPAs
Migration
Complete
QuickBooks → ReInvestWealth
Transactions imported18,420
Months of history24
CPABooks reviewedDone
Your time spent~10 min
Start free migration →
Live in 1 day
Reviewed by a CPA
Migrated by ReInvestWealth
The switching tax

Switching accounting tools shouldn't mean starting over

Switching it yourself
  • Re-enter months of history into a new tool by hand
  • Reconcile opening balances yourself and hope they match
  • Lose time (and sleep) double-checking the switch
  • No accountant to confirm the books actually moved over
The ReInvestWealth way
  • We import your history, balances, and accounts for you
  • Opening balances reconciled so the numbers tie out
  • A CPA reviews the migrated books before you go live
  • About 10 minutes of your time, done within a day
How it works

From your old tool to live, in three steps

your-books.qbo
QuickBooks · Xero · Wave · sheets
Shared securely

One handoff · about 10 minutes of your time

Share your current setup

Connect or send us your existing accounting file, whether you're on QuickBooks, Xero, Wave, or spreadsheets.

Migration in progress
TransactionsUp to 2 years
BalancesReconciled
Chart of accountsMapped

We migrate everything

Our team moves your history, balances, and accounts into ReInvestWealth and reconciles the opening figures.

Reviewed by a CPA
Opening books verified
Clean
You're live · usually within a day

A CPA reviews, then you're live

A CPA double-checks the migrated books so you start clean. You're up and running, usually within a day.

Easy migration

Switch to ReInvestWealth in minutes, not weeks

Already on another accounting tool? We do the heavy lifting. Most migrations take about 10 minutes of your time and are done within a day, with your historical data fully intact.

  • Free migration with an annual plan
  • We handle the switch from your current software
  • About 10 minutes of work on your end
  • Most migrations completed in under a day
  • Historical data stays intact
Get Started For Free
Reliable, growing finances illustration
Pricing

One Price. One Plan.

Get Started For Free

30-day free trial · Cancel anytime

$18 USD/mo

One plan. One tier.

  • Unlimited Bank Connections
  • Multi-Currency Support
  • Unlimited Receipt Uploads
  • AI Bookkeeper (Trained by CPAs)
  • Unlimited Invoicing (Stripe)
  • Real-Time Financial Reports
  • and much more
Trusted by growing businesses

Loved by founders, backed by CPAs

ReInvestWealth 5-star reviews on Capterra, Software Advice and GetApp
FAQ

Questions, answered

How much does migration cost?

Migration is free with an annual plan. Our team handles the switch from your current software so you don't have to rebuild your books by hand.

Which accounting tools can you migrate from?

We regularly migrate businesses from QuickBooks, Xero, Wave, FreshBooks, and from spreadsheets. If you're coming from something else, reach out and we'll let you know how we can help.

How long does a migration take?

It takes about 10 minutes of your time to share access, and most migrations are completed within a day. We'll keep you posted as we go.

Will I lose my historical data?

No. We bring over your transactions, balances, and accounts (typically up to two years of history) so your books are complete and accurate from the start.

Do I get help from a real accountant?

Yes. ReInvestWealth was built by CPAs. A CPA reviews your migrated books so you start clean, and support is available whenever you have questions.

Is there any downtime during the switch?

No. You keep working as usual while we migrate in the background. Once everything is reconciled and reviewed, you simply start using ReInvestWealth.

When is the best time to switch accounting software?

Whenever you decide to. Because we bring over your transactions, balances, and accounts and reconcile the opening balances, you don't need to wait for a new year or a new quarter. Your books stay continuous, and there's no downtime while we migrate in the background.

Can I get my data out if I ever leave?

Yes. Your data stays yours. You can export your reports to CSV and bulk-download all your receipts whenever you want, so you're never locked in.

Make the switch the easy way.

Start free, share your current setup, and let ReInvestWealth (and a CPA) handle the migration for you.