How to Transition to Bookkeeping Software

Spreadsheets are cheap but slow. Bookkeeping software saves time and errors. Shine FinOps shares five steps to make the switch in 2025.

1. Pick the Right Tool

   Choose QuickBooks, Xero, or Wave based on your needs.

2. Export Your Data

   Save your spreadsheet as a CSV for easy import.

3. Set Up Accounts

   Link your bank and categorize existing transactions.

4. Test with a Month

   Run software alongside your spreadsheet to compare.

5. Get Help if Stuck

   Bookkeepers can handle the transition in hours.

Shine FinOps Tip: Try a free trial of Xero this week—it’s intuitive.