Switch before your next renewal.

How the switch works

1. Export four reports from QuickBooks, as CSV or Excel, for the same period: General Ledger, Trial Balance, Profit and Loss, and Balance Sheet. QuickBooks Online and Desktop exports both work.
2. Map each QuickBooks account once. Cima Books suggests a match for each account from its name and type; you confirm, pick another account, or create a new one. Accounts that belong to another of your companies can be routed there.
3. Import the history. Every QuickBooks transaction is posted as a balanced journal entry through the same ledger the rest of the app uses. Nothing posts until every account is mapped.
4. Tie out to the cent. The import compares your new books with QuickBooks' own Trial Balance, Profit and Loss and Balance Sheet, account by account. Any difference is listed so it can be fixed before you rely on the numbers.
5. Keep the originals, safely. The raw QuickBooks exports can be archived encrypted alongside that company's books for seven years, with every access logged, so you can cancel QuickBooks and still answer questions about old years.

Sensitive history stays out of sight

QuickBooks files often carry personal names in customer, payee and memo fields. For healthcare and behavioral-health practices those can be protected health information. On import, client names are scrubbed from the books, and nothing from the import is ever sent to the AI.

What you get on day one

• Your full year in the books, tied out, so this year's reports and the CPA package just work.
• Owner earnings against your goal, with months of history to compare.
• The cut list and vendor intelligence, working from your real spending.
• A 13-week cash forecast built on your actual patterns.

Today the import is assisted: we run it with you. A self-serve import flow is planned.