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How to switch HOA software without losing ledgers
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Answer first
Export the chart of accounts, owner balances, payment history, documents, and violation files before you give notice. Run both systems through one close. Do not treat a vendor migration slide as a backup. We do not perform migrations. Confirm the plan with your CPA.
| Artifact | Acceptable form |
|---|---|
| Chart of accounts and trial balance | Date-stamped export the incoming bookkeeper can open |
| Owner ledger and prepaid/delinquent | Per-unit balances that sum to the control account |
| Bank recs | Last closed month plus uncleared items |
| Documents | CC&Rs, policies, insurance, minutes — not only in-app |
Questions asked in this shape
When should we tell the old vendor?
After you have a readable export, not before. Notice periods are a contract fact, not our advice.
Will you migrate us?
No. This is an explainer.
Sources
- FTC consumer-protection context (not a product endorsement) (accessed 22 Aug 2026)
- Community Associations Institute (trade association) (accessed 22 Aug 2026)