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Transitioning from Quickbooks
Transitioning from Quickbooks

How to transition from Quickbooks

Yzza avatar
Written by Yzza
Updated over a week ago

We have many former Quickbooks users on our app now. Most have done the following to transition:

  • Set up their banks and credit cards to auto-import into our app. This will bring in at least a few weeks of data. Here's how

  • Import a file of their older transactions to fill in the earlier part of the year that wasn't captured by the auto-import. This is a one-time task, and you can even import expenses already categorized. Here's how

  • Import contacts via Gmail, Basecamp, or Highrise.

  • Manually create just open invoices and set up recurring invoices to be auto-created and even auto-delivered.

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