How to Switch Invoicing Software
Why businesses switch invoicing platforms, how to export history and migrate contacts, and how to avoid disruption when you move.
Last updated: March 8, 2026
Switching invoicing software is doable with a bit of planning. You’ll need to export invoice and customer data, set up the new tool (templates, payment processing, recurring schedules), and cut over without dropping bills or confusing clients. This guide outlines the main steps and how to keep disruption to a minimum.
When evaluating a new platform, use our invoicing hub, comparisons, and reviews of FreshBooks, QuickBooks, and Zoho Invoice to compare features and migration support.
Planning the Switch
Steps to a smooth transition.
- Export invoice history — Get CSV or PDF exports from the current tool for your records and taxes.
- Migrate customers and contacts — Export and import (or re-enter) client data into the new system.
- Recreate templates — Match branding and fields in the new tool so invoices look consistent.
- Set up recurring invoices — Recreate schedules in the new platform before turning off the old one.
- Payment setup — Connect your payment processor or the new tool’s payment option so clients can pay without interruption.
FAQs
Quick answers.