A lot of Malaysian SMEs are moving from UBS accounting software to SQL Account right now — and the timing isn't a coincidence. With LHDN e-invoicing now reaching smaller businesses, companies want an accounting system that connects directly to the MyInvois system, has strong local support, and produces reports they can actually run the business on. The good news: SQL Account has a built-in UBS import tool, so your data comes with you. This guide walks through the migration end to end.
Why UBS users are switching now
The push usually comes down to three things. First, e-invoice readiness — only the current SQL Account connects directly to the LHDN MyInvois portal via API, while UBS users face a more limited submission path. Second, support and reporting — businesses want faster local help and better debtor-aging, stock and management reports. Third, future-proofing — nobody wants to rebuild their books again in two years. If you're weighing the decision itself, our UBS accounting software migration overview covers the "why" in more detail; this page is the "how."
Before you start: what you'll need
- SQL Account version 728 or above (use the latest version so you get direct MyInvois e-invoicing).
- A UBS backup — ideally your year-end database, so you import from a clean cut-off rather than re-doing the year-end in UBS.
- Access to the UBS database folder (the import reads directly from it).
- A decision on how much history to migrate — master data and opening balances only, or full transaction history.
What data migrates from UBS
SQL Account's UBS import can bring across:
- Chart of accounts (GL)
- Customers and suppliers
- Agent, area, term, project and currency master data
- Stock groups and stock items
- Stock sales price history
- AR / AP outstanding (customer & supplier)
- Account opening balances
- Current-period transactions
Step-by-step: migrating UBS to SQL Account
- Back up your UBS data. Take a fresh UBS backup and keep a safe copy. Where possible, use the year-end database so your opening figures are clean.
- Create a new database in SQL Account. Open SQL Account, create a new (empty) company database, and log in to it — this is where the imported data will land.
- Open the UBS import tool. Go to File → Data Import → UBS Account and point it at your UBS Account database folder.
- Import the account master files. Bring in the chart of accounts (GL), customers and suppliers first, along with agent, area, term, project and currency.
- Import the stock master files. Import stock groups and stock items, then the stock price history.
- Import opening balances, then transactions. Import AR/AP opening balances and account opening balances, then the current-period transactions — in that order.
- Verify balances and reports. Reconcile your trial balance, debtor/creditor listings and stock balances against UBS before you rely on the new system.
- Set up e-invoicing and go live. Complete your MyInvois-ready company profile (TIN, customer details), connect SQL Account to the LHDN MyInvois system, train your team, and cut over.
Common pitfalls to avoid
Watch out for these — they cause most migration headaches:
- Price history vs opening balances. Import price history before AR/AP opening balances. If you import price history with the same document number afterwards, the system can auto-delete the AR/AP opening balance.
- Re-doing the year-end in UBS. Import directly from the year-end database instead of re-running the year-end cut-off in UBS.
- Foreign-currency postings. UBS stores two postings (local + foreign) for foreign-currency transactions; occasionally one is missing, so check FX entries after import.
- Dirty data. Clean up duplicate or incomplete customer records and add TIN details before go-live so e-invoicing works smoothly.
After migration: get e-invoice ready
Migrating is the perfect moment to get compliant. Once your data is in SQL Account, finish your MyInvois company profile, validate customer TINs, and connect to the LHDN portal. If you're still working out your e-invoicing deadline and steps, read our Malaysia e-invoice software guide and our breakdown of what Klang Valley SMEs must do now e-invoicing is mandatory for smaller businesses.
Get your migration done right, locally
DLS Technology is an authorised SQL Account & SQL Payroll dealer based in the Klang Valley. We migrate SMEs off UBS with minimal downtime — reviewing your UBS data, importing master records and balances in the right order, reconciling the result, setting up e-invoicing, and training your team. If you're in Kuala Lumpur, Petaling Jaya, Shah Alam, Klang or Subang Jaya, we can do it on-site; anywhere else in Malaysia, remotely.
Frequently asked questions
Can I migrate from UBS to SQL Account myself?
Yes — SQL Account has a built-in UBS import tool (File → Data Import → UBS Account) that reads your UBS database folder. The steps are straightforward, but the import order matters and a few pitfalls (like price history vs opening balances) can throw off your figures, so many businesses have a dealer verify the result. DLS Technology can run or check the migration for you.
What data can I bring over from UBS to SQL Account?
Chart of accounts (GL), customers, suppliers, agent/area/term/project/currency master data, stock groups and items, price history, AR/AP outstanding, opening balances and transactions. Some businesses migrate only master data and opening balances and archive old history.
Which version of SQL Account do I need to import UBS data?
Version 728 or above is recommended for the UBS import. Use the latest version, because only the current SQL Account connects directly to the LHDN MyInvois portal for e-invoicing.
How long does a UBS to SQL Account migration take?
For a typical SME with clean data, the core import can be done in a day, followed by verification and training. Timelines depend on data volume, how much history you migrate, and whether the UBS data needs cleaning first.
Will DLS Technology help set up e-invoicing after migration?
Yes. We set up your MyInvois-ready company profile, TIN and customer details, connect SQL Account to the LHDN MyInvois system, and train your team so you're compliant from go-live.