Switching from SQL Account
Your trial balance, aged receivables and payables, contacts and product catalogue come across from SQL Account; posted transaction history does not, and stays in SQL Account as your archive.
SQL Account is a long-established Malaysian accounting product from eStream Software, with on-premise and cloud editions, native MyInvois integration and some of the deepest Malaysian localisation on the market. If it fits your business, stay — plenty of businesses should. What usually sends owners looking is everything around the ledger — how many systems and how many people it takes to keep going — rather than the ledger itself. Taokeh's switch wizard turns the reports you already run into your opening balances. Here's exactly how the move works.
Each one comes from what the product itself publishes. If none of them is your situation, staying is the right answer.
SQL publishes SQL Account and SQL Payroll as their own products with their own subscriptions (sql.com.my, checked August 2026). They are built to work together and they do — and they are still two systems, two logins and two things to keep paid up. When owners ask us for one ledger, this is usually the thing they are trying to be rid of.
A licensed on-premise product receives its e-Invoice and statutory updates as product updates, which arrive while your maintenance is current. That is how licensed software works. It does mean that the mandate dates and your maintenance renewal are now the same problem, tracked together. A cloud ledger has no equivalent lapse to track.
SQL is sold and implemented through a reseller network, so pricing, upgrades and migrations run through a person and a quote rather than a sign-up page. If you want a dealer you can phone who knows your setup, that is worth keeping. If you would rather switch something on yourself this afternoon, you will be waiting on a callback.
We looked for a way to let the AI assistant you already pay for read an SQL Account ledger directly, and found none published. A product designed before any of this existed can hardly be faulted for it. But if you want to ask your own assistant how last month went and have it read the real figures, that is not something a dealer can quote you for. Ask them; if the answer changes, this page should change with it.
| Your data | Comes across? | How |
|---|---|---|
| Trial balance | Yes | Upload your SQL Account trial balance, as CSV or Excel. Taokeh matches each account to your chart, and you confirm every figure before a line posts. |
| Customers and suppliers | Yes | Import your SQL Account customer and supplier lists, so every name and detail is ready before your first document. |
| Aged receivables | Yes, invoice by invoice | Your SQL Account aged-receivables report becomes your opening customer balances. |
| Aged payables | Yes, bill by bill | Your SQL Account aged-payables report becomes your opening supplier balances. |
| Products and opening stock | Yes | Your product list and opening quantities, reconciled to the cent before the wizard lets you lock. |
| Posted transaction history | No | It stays in SQL Account as your archive. Taokeh starts from a locked opening balance dated on your cutover date. |
You need four things out of SQL Account, as CSV or Excel: a trial balance, an aged-receivables report, an aged-payables report, and your customer and supplier lists. The wizard reads the column headers, matches each account to your chart with a guess you can change, and you confirm every figure before a single line posts.
Pick the day your Taokeh books begin — usually your last day in SQL Account. Every opening figure is dated on or before it.
Upload your trial balance as CSV or Excel. Taokeh matches the header names — code, account, debit, credit, or a single signed balance — reads your figures, and suggests where each account maps in your chart. You adjust anything, then confirm.
Import your customer and supplier lists so every name and detail is ready before you raise your first document.
Upload your aged-receivables report so who-owes-you-what carries across, invoice by invoice.
Same for what you owe — your aged-payables report becomes your opening supplier balances.
Bring your product list and opening stock, run the reconciliation drill-down until every difference is explained, then lock your opening balances and you're live.
Most services businesses land their opening balances in one evening, unassisted. If you carry stock, the wizard reconciles your opening inventory to the cent before it lets you lock — so trading businesses tie out cleanly rather than quickly. Either way, nothing posts until you've confirmed it, and a line-by-line reconciliation explains any difference.
The wizard parses your amounts deterministically and ties them to your file's own total, to the cent. AI is used for one thing only: suggesting where an unmatched account belongs in your chart — a suggestion you accept or overrule. No number is ever invented, and nothing posts unconfirmed.
Connect the AI assistant you already use — Claude, ChatGPT and more — and just ask: “How were sales this month?”, “Who owes me money?” It reads your live books and files drafts you approve; it can never post on its own.
You do not have to buy anything extra to get the AI. The RM45 base has it already: a built-in assistant answers your how-do-I questions anywhere in the app — where a setting lives, how to raise a credit note — and on the /go screen you type what happened in plain language and the entry is drafted for you, with 10 AI credits a month included and more available as a pack. Then, if you want your own AI in your books, the Ask Taokeh connector adds RM29 a month — RM74 a month all in, since the connector runs on top of the base — and the assistant you already pay for reads your live books and your payroll and files drafts you approve. It can never post on its own.
Connect Shopee, TikTok Shop and Shopify and orders land as invoices with the platform fee already netted — each payout tied to your bank deposit, with no separate reconciliation tool to subscribe to.
Full statutory payroll — EPF, SOCSO, EIS, PCB, HRDF and zakat. LHDN confirmed our PCB (MTD) 2026 calculation in writing (letter ref 2026-256, August 2026), and a consolidated e-invoice we submitted came back Valid on LHDN's MyInvois preproduction portal.
RM45 a month covers the books, the MyInvois e-Invoice export and payroll for your first 2 staff — then RM5 per extra staff per month. No second subscription for payroll, no monthly file to carry between two systems, and only the add-ons you switch on. Your data is always yours: full export, any time.
Every claim above has a receipt — see the proof page.
Worth seeing all of them side by side before you move anything.
Capability lines only. No prices, and no claim about which one suits your business — that depends on your books.
Your history stays where it is — keep the file and your exported reports. Taokeh starts you from a clean cutover: your trial balance, open invoices and bills, contacts and opening stock become your opening position, and you carry on from there. You're not re-keying a year of transactions.
A trial balance, your aged receivables and aged payables, and your customer and supplier lists — as CSV or Excel. How you get them out depends on your edition and modules; your dealer or support contact can pull them if you're unsure. Bring the ones you have and come back for the rest.
It reads any trial balance or aged report whose columns it can name. It matches your header names against a long alias list — "account code", "a/c code", "nominal code", "debit", "dr", "closing balance" and so on — and asks you to point at anything it can't place. It has not been tuned to one specific SQL Account layout, so expect to confirm a column or two on the first pass. Nothing posts until you do.
If you run a services business, most people finish their opening balances in an evening. If you carry stock, plan a little longer: the wizard ties your opening inventory out to the cent before it lets you lock. There's no rush — you can stop and resume anytime.
Yes — start a free 14-day trial, no card required, and run the switch wizard on your real reports. Nothing posts to your books until you confirm and lock.
Depth and a dealer. SQL has been on LHDN's approved MTD software list since 2012, its Malaysian localisation goes further than ours in places, and behind it sits a reseller who knows your setup and will come to your office. We are self-serve — there is no dealer to send. If your books have unusual local requirements or you rely on that relationship, staying is a fair answer and we would rather you checked than switched and regretted it.
Start a free trial and open the switch wizard — your trial balance and aged reports become your opening balances, tied to the cent.