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Switch to VATWiz Online

Import your data from Excel, Reckon, MYOB or Xero1

Moving to VATWiz Online is easy


Changing the way you manage your business can seem like a big step. That’s why we make it easy to make the switch to VATWiz.

Find the freedom and flexibility you need to run your business anytime, anywhere. Import your data from Excel, Reckon, MYOB or Xero using CSV files.

VATWiz Online helps you spend more time running your business

Work from anywhere

Run reports, send invoices, organize expenses, and more from any device – PC, Mac, tablet, or phone.

Keep current

From new tax rates to new features, you get all the latest updates without lifting a finger.

Capture receipts on your phone

Snap a photo of your receipt and attach it to any transaction using the VATWiz mobile app.

Backup data automatically

Every time you make a change, we back it up instantly. So you don’t have to.

Share books with your accountant

Your accountant can access your books remotely to help you keep on track and ready for tax time.

Do less data entry

We’ll automatically download and organize your bank and credit card transactions.2

Switch to VATWiz Online in three easy steps.


Sign up for VATWiz Online and transfer your financial data via CSV for free. Whether it’s a customer list, transaction history, or chart of accounts, we’ll help you make sure your important information is ready for you in VATWiz Online. Our dedicated support team helps to make your transition seamless.

1. Choose a plan

Sign up for VATWiz Online Simple Start, Essentials or Plus.

2. Upload your data

Import your Bank Data,Customers, Suppliers, Chart of Accounts, Products and Services, Invoices and Bills in CSV format.

3. Review

Review the imported data, reconcile transactions, and complete the migration process.

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Frequently Asked Questions

It’s easy. If you’ve been using Excel templates or Excel invoicing to keep track of your finances, VATWiz can import the files for you. Our free invoice template means you’ll never need to use an Excel invoice again!
VATWiz uses the same grade of data encryption as your online banking. In order to connect your bank account to VATWiz you’ll need to authorise this using your bank’s security credentials so you can be confident we’ve got you covered.
VATWiz allows you to import bank statements directly from your bank. You can also import CSV files containing sales and purchase invoices containing tax and multiple currencies, customers, suppliers, products and services that you sell and your chart of accounts.
Bank statement data can be in CSV, QFX, QBO or OFX format. Most online banking platforms allow you to download statement data in CSV format. Other data imported into VATWiz must be in CSV format. For the fastest, smoothest experience we recommend you use the templates provided in VATWiz.

It’s free, quick and easy to move your data.

For a limited time only, we’ll take care of transferring your existing data to VATWiz Online for free1. All your transactions can be automatically transferred without the need for any manual input. So you can pick up exactly where you left off – quickly and effortlessly.