Switching from Jortt to Moneybird

What you take from Jortt, how you get it into Moneybird and what to watch out for. Export and import according to the help pages of Jortt and Moneybird themselves.

Last updated 4 November 2026
Jortt and Moneybird compared
Sources

What changes?

Jortt has a free plan, Moneybird does not.
Paid plans at Moneybird start cheaper: €4 against €21.95 per month.
Only Jortt integrates with Knab, bol.com and Employes.
Only Moneybird integrates with Shopify, WooCommerce and Lightspeed.

From the Netherlands check and the prices, checked on the vendors' websites. See the comparison.

What do you take with you?

Exporting from Jortt

Audit file
Boekhoudbot > Maak voor mij een auditfile > year. Jortt delivers XAF 4.0.3, with the opening balance and a general debtor and creditor with the outstanding balances. Only for the Beheerder or Administratiekantoor role.
Jortt help page
Customers
Klanten > Download CSV.
Jortt help page
Invoices and receipts
Invoices through Facturen en offertes > Facturen > period > download icon. Receipts and purchase invoices only through the Dropbox integration. Exporting ledger cards to Excel is not possible.
Jortt help page
Leaving
Jortt has a checklist. Export before you move to Starter; that plan lacks the Boekhoudbot and the Dropbox integration.
Jortt help page

Importing into Moneybird

Your old accounts
Importing everything in one go is not possible. You choose between an opening balance and entering your data retroactively. For large volumes Moneybird refers to the API.
Moneybird help page
Contacts
Contacten tab > Importeren, as CSV, Excel (.xlsx) or vCard. With CSV, contact persons are not included, and .xls does not work.
Moneybird help page
Opening balance
By hand, as a journal entry: Inkomend > Toevoegen > Of doorgaan zonder document > Memoriaal, for example on 31 December of the previous year.
Moneybird help page
Outstanding invoices
Only as a total on Debiteuren or Crediteuren in the opening balance. Entering them per customer or supplier is not possible; they then show as an unknown contact.
Moneybird help page
Bank statements
Bank tab > Toevoegen, as MT940 or CAMT.053 (Moneybird recommends CAMT.053). CSV is not possible.
Moneybird help page
Products
Importing is not possible, only through the API.
Moneybird help page

Not found on Moneybird's website: an import of an audit file (XAF). Ask them.

Not found on Moneybird's website: a migration service from Moneybird itself. Ask them.

Step-by-step plan

Choose a switch date. The simplest is the start of a financial year, otherwise the start of a VAT period.
Complete everything in Jortt up to that date: invoices, receipts and bank transactions. File the VAT return for that period from Jortt.
Export what you need from Jortt: at least the audit file, your contacts and your invoices. Keep the files with your records.
Add your contacts in Moneybird and enter the opening balance on the switch date, with the outstanding invoices.
Connect your bank in Moneybird from the switch date, so that no transaction comes in twice or not at all.
Keep your invoice numbers running. Start in Moneybird with a number that did not exist in Jortt.
Only cancel Jortt once everything has moved and you have checked the export.

Pitfalls

Financial year
If you switch in the middle of a financial year, your annual figures come from two packages. You then have to combine them for your annual accounts.
VAT return for the current quarter
Make sure one package has all the revenue and costs of a VAT period. If part is in the old package and part in the new one, it is easy to count something twice or miss something.
Bank feed
Let the bank feed in the new package start on the switch date. If the dates overlap, you get transactions twice.
Outstanding invoices
Include unpaid invoices from customers and suppliers in the opening balance. If the new package can take them per invoice, do that: then you can match the payment to the invoice later.
Record retention
You must keep your records for 7 years, and data on real estate for 10 years. So export everything before you cancel, even if you do not need it in the new package.
Invoice numbers
Invoices get sequential numbers, in one or more series, and each number may only occur once. So do not start again at 1 in the new package if that number already exists.

Frequently asked questions

How do I switch from Jortt to Moneybird?

Choose a switch date, preferably the start of a financial year or VAT period. Complete everything in Jortt up to that date: invoices, receipts and bank transactions. File the VAT return for that period from Jortt. Export what you need from Jortt: at least the audit file, your contacts and your invoices. Keep the files with your records. Add your contacts in Moneybird and enter the opening balance on the switch date, with the outstanding invoices.

What can I export from Jortt?

According to Jortt's help pages: audit file, customers, invoices and receipts and leaving. For each item, this page shows how and where.

What can I import into Moneybird?

According to Moneybird's help pages, it covers your old accounts, contacts, opening balance, outstanding invoices, bank statements and products. For each item, this page shows how, and what is not possible.

What is the difference between Jortt and Moneybird?

Jortt has a free plan, Moneybird does not. Paid plans at Moneybird start cheaper: €4 against €21.95 per month. Only Jortt integrates with Knab, bol.com and Employes. Only Moneybird integrates with Shopify, WooCommerce and Lightspeed.

Sources

Help pages checked on 4 November 2026. Menus and features change; the vendor's help page is what counts. Is something no longer correct? Let us know.

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