Use case
Switch from QuickBooks without losing your history
QuickBooks earns its keep for enterprises; for a small operation it's a monthly bill for features you never open. Moving to SmallBooks takes an afternoon, history included.
Download transaction CSVs from QuickBooks (or straight from your bank) for the periods you want to keep.
Drop the files into SmallBooks, CSV and PDF statements both work, and duplicate rows are skipped automatically.
Link accounts via Plaid so new activity flows in on its own from day one.
Categorize each payee a single time and click ⚡, your history and future both categorize themselves.
Once the books match, set a period lock so migrated history can't shift under you.
Same books, same history, a fraction of the price, and a tool your non-accountant brain actually enjoys opening.
Start free