Switch to Nexa

Migration guides for every tool. Export your data, import into Nexa, cancel your subscriptions. Most switches take less than a week.

The Switching Timeline

Day 1

Export your data

Export clients, transactions, and history from your current tools as CSV files. Every major SaaS tool supports CSV export. Takes 10-20 minutes per tool.

Day 1

Set up Nexa

15-minute setup. Import your data, configure your services and pricing. The Setup Wizard walks you through everything step by step.

Day 2-4

Parallel run

Run both systems simultaneously for a few days. Enter transactions in both. Verify everything matches and you're comfortable with Nexa before cutting over.

Day 5+

Cancel old subscriptions

Once confirmed, cancel your SaaS subscriptions. Stop the monthly bleeding. Keep your CSV exports as backup — you'll never need them.

Switching From...

Accounting & Invoicing

Scheduling & Booking

CRM & Client Management

Field Service & Job Management

Payments

Don't Want to DIY?

Full Setup does the migration for you. We export your data, import it, configure your workflows, and provide 3 months of hands-on support.

$99 × 3 months
Learn About Full Setup

Switching FAQ

How do I switch from QuickBooks to Nexa?

Export your client list, chart of accounts, and transaction history from QuickBooks as CSV files. Import into Nexa. Run both systems for 3-5 days. Cancel QuickBooks. Most users complete the switch in under a week.

How long does it take to switch?

Most users complete the switch in 4-7 days: Day 1 for export and import, Days 2-4 for parallel running, Day 5+ to cancel the old tool. Full Setup ($99 × 3 months) does it all for you.

Will I lose my data?

No. Export your data as CSV before canceling. Import into Nexa. Run both systems in parallel to verify. Never cancel your old tool until you've confirmed all data is in Nexa.

Can Nexa import from multiple tools?

Yes. If you're using QuickBooks + Calendly + Square, you can import from all three. Nexa consolidates everything into one system.

What if I need help switching?

Full Setup ($99 × 3 months) includes done-for-you migration. Or talk to Larry for free guidance on DIY switching.

Ready to Switch?

Export. Import. Cancel. It takes less than a week.

See Pricing

More Resources

· Pricing from official sources