QuickBooks switchers
Switching feels riskier than staying frustrated. Import supported QuickBooks Online or spreadsheet records into a connected accounting system. Migration is an import, not an ongoing sync.
No credit card required · Your onboarding starts on the replace quickbooks or spreadsheets path
Every one of these posts to the same double-entry ledger, so the operational view and the financial statements never disagree.
The risk in switching is not the export. It is not knowing what landed. Each stage is visible.
QuickBooks Online exports, CSV, and Excel are supported sources, each with its own mapping step.
Mapping decides where records land in the chart of accounts, so imported history is usable rather than just present.
After the run you get a report of what imported cleanly and what needs a decision.
Flagged rows are worked through in the product before you build reporting on top of them.
Being precise about the boundary is what makes the rest of it trustworthy.
This is a one-time, one-way import of supported records. There is no ongoing synchronisation with QuickBooks.
Re-running an import is guarded so the same records are not posted twice.
Once exceptions are resolved you have a ledger with reconciliation, audit trail and statements your accountant can work in.
Your first outcome
See your first reconciled report
Your onboarding checklist is built around that outcome, and each step is ticked off by the work you actually do in the product — not by clicking a checkbox.
Plans start at $4.99/month. All features are included during the trial, and no card is required to begin.
No. Migration is a one-time import of supported records. There is no ongoing synchronisation, and nothing is written back to QuickBooks.
The validation report lists what needs a decision, and exceptions are resolved in the product before you rely on the numbers.
Supported records are imported so you are not starting from zero. Your original QuickBooks data stays where it is — the import does not modify it.
It depends on the size and cleanliness of the source. The mapping and exception steps are where the time goes, and both are visible while they run.
The platform is the same. What you see first depends on how the business actually runs — and your choice shapes the workspace and checklist you land on after signup.
Revenue can look healthy while jobs lose money.
Know which work makes money before the month is over.
See how it works →Stock, purchasing, and accounting disagree.
Connect purchasing, inventory cost, sales, and real gross margin.
See how it works →Separate companies create fragmented visibility.
Run each entity separately and see the group clearly.
See how it works →Cleanup and handoffs consume advisory time.
Work from traceable books with controls, close, and client access.
See how it works →