How to switch from desktop accounting to cloud accounting

As the business world increasingly moves online, many companies are finding that they need to adapt their accounting practices to stay competitive. Making the switch from traditional desktop accounting to cloud-based accounting can be a daunting task, but it doesn’t have to be. With a little planning and some guidance, you can make the transition with ease.

If you’re thinking about making the switch from desktop accounting to cloud accounting, here is a step-by-step guide to set you up for success!

A Step-by-Step guide to setting up Cloud accounting for Your Business:

What is The Cloud?

To be clear, The Cloud is not a shared server or a Virtual Private network (VPN) as some people may assume.

According to

“The word “cloud” generally means a datacentre full of servers connected to the Internet performing a service.”

Step 1: Make a decision – Are you in the Cloud or Not?

You’re either in it or you’re not. Making the switch to cloud accounting is all about your mindset. You need to make the decision that you’re going to be in the cloud or NOT. There is still a lot of fear and uncertainty around security in the cloud, however you can rest assured that cloud security is of high standard and the advantages of being in the cloud outweigh the disadvantages by far.

• Increased flexibility
• Improved accuracy
• Improved collaboration
• Greater scalability

To find out more about why you should operate your business in the cloud and ensure it is
the right switch for you – Read this blog:

Ultimately, being in the cloud is a no-brainer and you won’t regret making the switch from
desktop accounting to cloud accounting.


This strategy should identify if you will be switching your whole business to the cloud or which parts of your business will be shifting to the cloud and how you will manage the transition. We strongly advise that you move your entire business to the cloud, not just your accounting department.

Once you’ve decided which parts of your business you want to move to the cloud or if you
will be shifting your whole business, it’s time to start planning your transition.

To manage the transition smoothly, you’ll need to consider how you will:

  • migrate your data,
  • what type of training your employees will need, and
  • how you’ll handle customer questions and concerns.

By having a plan, you will be prepared for any curveballs that come your way and ensure that all of your data and information is in unity. With a little planning and strategic intent, making the switch to cloud accounting can be a smooth and seamless process!

Step 3: Choose which applications will work the best for you

You may feel quite hesitant to make the change from desktop accounting to cloud accounting, however, by doing research you will ensure that you are well informed and prepared for what to expect when you decide to make the switch. Before making any decisions, it’s also important to compare different cloud accounting solutions and see which ones will work best for your business. The most popular cloud accounting software include Xero, QuickBooks, and Sage50Cloud. There are several different cloud accounting solutions and if you’re not sure where to start, seek out help from a cloud accounting expert. At DoughGetters we are Cloud App Integrators with Xero and we highly recommend using them for your cloud accounting needs. Xero is the global leading app in the cloud and when it comes to app integration it has the most flexibility! Having a tech-savvy cloud accountant or bookkeeper offers expert guidance on choosing the right cloud accounting solution for you and support you in getting set up efficiently.

Reach out to us to find out more about switching to the cloud with us.

Step 4: Develop a Cloud Ecosystem

A Cloud Ecosystem consists of different cloud applications that communicate effectively to streamline your business processes. By connecting different cloud apps together, you can create a seamless workflow that will save you time and money. Cloud app integrators can help you get everything set up quickly and easily, so don’t hesitate to reach out for assistance. Make sure you have a tech-savvy accountant in your corner that can make your life easier.

Step 5: Implement!

Making the switch from desktop accounting to cloud accounting is an exciting process! However, it can be quite daunting, so remember – it is a process. If you’re ready to make the switch, just remember to go slowly, get the right support, and be patient as you learn the ropes. With a little bit of effort, you’ll be up and running in no time – and you might just find that your business runs more smoothly than ever before.

Don’t have time to do it by yourself?

At DoughGetters, we know how difficult it is to run a business and ensure that your business is using the most up-to-date cloud accounting software.

The DoughGetters #supportcrew will back you with all the answers you need to stay on top of your finances and tax compliance. How? By taking expert care of your bookkeeping, accounting, tax compliance and related admin.

DoughGetters will also support you and your team with financial training, suggest and implement business cloud-based automation processes that will make it easy for your customers to do business with you.

Do you need a Cloud Accounting Expert? The DoughGetters #supportcrew will give you all the answers you need to use the right Cloud Accounting Software!

Visit to get started.

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