Switching

Bring your QuickBooks history with you.

The import is included on every plan, including the $39 one. You don't start from an empty ledger and you don't retype a year of transactions.

Start free

Here's exactly what comes across.

Comes across

  • Chart of accounts
  • Transaction history
  • Contacts
  • Invoices and bills
  • Open balances

Doesn't come across

  • Custom report layouts
  • Saved memorized transactions
  • Third-party app connections you made inside QuickBooks

Those get rebuilt, and Scotty helps you do it.

What it looks like while it runs.

Importing from QuickBooks In progress
Chart of accounts 128Done
Contacts 1,904Done
Invoices and bills 6,472Done
Transaction history 41,338Importing
Open balances —Queued

Nothing is posted until the import finishes. You review the opening position before the ledger goes live.

Sample data. Layout, labels and states are the real product.

Three steps.

  1. 1
    Authorize the connection

    to your QuickBooks Online company.

  2. 2
    The import runs.

    Larger files take longer, and it runs in the background.

  3. 3
    Review the imported ledger with Scotty

    before you rely on it.

You can keep both in sync.

Continuous two-way sync is a paid add-on rather than part of a plan.

So you know before checkout rather than after. Most people use the one-time import and stop there.

You stop being the one who does it.

The ledger looks familiar. The difference is that the categorizing, the reconciling, and the chasing already happened by the time you sit down.

There's a short list waiting for your approval instead of a long list waiting for your labor.

Start free

Seven days free. The QuickBooks import is included on every plan.