Question 1

Why do you only have one plan?

Accepted Answer

One plan. $25/month. Every feature included, no limits. You don't pick a tier. You get everything.

Question 2

Is there a free trial?

Accepted Answer

Yes! We offer a two-week free trial so you can try switchbooks risk-free. No credit card required to start. Experience all features and see how switchbooks can transform your bookkeeping.

Question 3

How long does setup take?

Accepted Answer

Setup takes seconds. Simply sign up, connect your bank accounts, and you're ready to go. Our QuickBooks import makes migration even faster if you're switching from QBO.

Question 4

What are my payment options?

Accepted Answer

You can pay monthly or annually. We accept all major credit cards and process payments securely through Stripe.

Question 5

Are there any transaction limits?

Accepted Answer

No limits. You can import and process as many transactions as you need. Whether you have 10 transactions or 10,000 per month, the price stays the same at $25/month.

Question 6

Can I cancel anytime?

Accepted Answer

Yes, you can cancel your subscription at any time. There are no long-term contracts or cancellation fees. Your data remains accessible for 30 days after cancellation.

Question 7

Can I manage multiple companies?

Accepted Answer

Yes! You can manage multiple companies in switchbooks. Each company is $25/month, and consolidated reporting is included at no additional charge. Perfect for accountants managing multiple clients or business owners with multiple entities.

Question 8

Can I import data from QuickBooks or other software?

Accepted Answer

Yes! Migration is easy. We support importing from QuickBooks Online in just a few minutes. You can also import from Excel or CSV files. Your accounting history comes with you.

Question 9

How does switchbooks use my data?

Accepted Answer

We process your financial data to provide and secure switchbooks, using service providers where needed to operate features such as bank connections and payments. See our Privacy Policy for details. Your data belongs to you, and you can export it.

Question 10

Do you offer accountant/client access?

Accepted Answer

Yes! Accounting firms have access to a separate portal where they can manage multiple client companies. Perfect for accountants who need to access and manage their clients' books efficiently.

Question 11

Where can I ask more questions?

Accepted Answer

Feel free to email us at info@switchbooks.ai or reach out through our support channels. We're here to help!

	Jan	Feb	Mar
Revenue
Sales	$12,450	$15,230	$18,920
Services	$8,200	$9,100	$10,500
Total Revenue	$20,650	$24,330	$29,420
Cost of Goods Sold
Materials	$3,200	$3,800	$4,500
Total COGS	$3,200	$3,800	$4,500
Gross Profit	$17,450	$20,530	$24,920
Expenses
Bank Charges	$45	$52	$48
Software	$280	$280	$280
Advertising	$1,200	$1,350	$1,500
Total Expenses	$1,525	$1,682	$1,828
Net Income	$15,925	$18,848	$23,092

Key Features	QuickBooks	switchbooks
Bookkeeping
Rules
Custom Categories
Custom Chart of Accounts
CSV Journal Entry Importer
QuickBooks Import (≈5 minutes)
Import from Excel
Automated Bank Feeds
AI Agent
Reporting
Admin

One plan. Every feature. $25 a month.

Reports

Agent

switchbooks vs QuickBooks

Questions & Answers

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