Switching to Summit Books

Bring your existing data with you. We support CSV imports for key entities to get you up and running quickly.

Export Your Data from QuickBooks

QuickBooks allows you to export most data to CSV or Excel format. Export these key entities:

Chart of Accounts

Account names, types, and numbers

Customers

Names, addresses, terms, balances

Vendors

Names, addresses, 1099 status

Items/Products

SKUs, descriptions, prices, costs

Create Your Summit Books Company

Sign up for Summit Books and complete the onboarding wizard. Set your fiscal year start, accounting method (cash or accrual), and basic company information.

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Import Your Data

Use the CSV import tools in Summit Books to bring in your exported data. We provide import templates and validation to ensure clean imports.

Import chart of accounts with account types and hierarchies
Import customers with balances and payment terms
Import vendors with 1099 tracking flags
Import inventory items with costs and prices
Validation catches errors before import

Connect Your Banks

Connect your bank accounts and credit cards via Plaid. Transactions will sync automatically going forward. You can choose whether to import historical transactions or start fresh.

Enter Opening Balances

Enter opening balances for your balance sheet accounts as of your start date. This establishes your starting financial position in Summit Books.

Tip: Use your QuickBooks trial balance as of your cutover date as the source for opening balances. This ensures your balance sheet matches.

Verify & Go Live

Run a trial balance, review your opening balances, and verify customer/vendor lists. Once everything looks correct, you're ready to start using Summit Books for day-to-day operations.

Need Help Switching?

Our team can help with data migration and onboarding. Contact us for migration assistance.

Ready to make the switch?

Start your free 10-day trial and bring your data with you.

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