Switch bookkeeping providers: how it works
Already decided to leave? Here's exactly how a switch works.
Already decided to leave your current provider? Here's exactly how a switch to TechBrot works — we rescue your data, migrate it into your own QuickBooks® file, and pick up the books with your senior bookkeeper. Independent firm — not Intuit, and no lock-in.
A senior bookkeeper · Your data, your QuickBooks file — no lock-in
How switching to TechBrot actually works.
Switching to TechBrot takes four steps: we export your data, migrate it into your own QuickBooks file, clean up the gaps the handover leaves, then keep the books accurate every month with your senior bookkeeper. A typical move runs 3–8 weeks end to end. TechBrot is independent: not Intuit, not affiliated with whoever you’re leaving, and there’s no lock-in.
Certifications · Current certifications held by TechBrot’s senior reviewer: Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification — verification on request. Intuit’s ProAdvisor program becomes Intuit ProPartner Accountants in early 2027; the certifications continue.
Pick the page that matches your move.
Each switch is a little different. Start with the one that fits where you are now.
Switching from Bench (Mainstreet)
Leaving Bench’s hourly bookkeeping for a written fixed-fee scope — we take your books over in your own QuickBooks file and get you current. We are independent and not affiliated with Bench, Mainstreet or Employer.com.Switch from BenchSwitching from Pilot
Moving off Pilot to TechBrot: we export your data, migrate it into QuickBooks you control, and your senior bookkeeper picks up the monthly books. Independent firm, not affiliated with Pilot.Switch from PilotSwitching from QuickBooks Live
Leaving QuickBooks Live for a dedicated ProAdvisor who knows your file — your QBO data stays yours; we take over cleanup and the ongoing close.Switch from QuickBooks LiveSwitching from Bookkeeper360
Leaving Bookkeeper360 — what its own agreement says about renewal, notice and termination, what to request before you go, and how the books move into your own QuickBooks file. Independent firm, not affiliated with Bookkeeper360.Switch from Bookkeeper360Switching from Xendoo
Leaving Xendoo — what its own pages say about cancellation and your data, what to request before you go, and how the books carry on in your own QuickBooks file. Independent firm, not affiliated with Xendoo.Switch from XendooSwitching from doing it yourself
Handing off the books you keep yourself — the signs it’s time, what you keep doing and what we take over, and what it costs. Your file stays yours.Hand off your booksSwitching from your current bookkeeper
Changing bookkeepers without losing history — we transition your file, fix the gaps the handover leaves, and keep the books CPA-ready every month. Your data, your file.Switch your bookkeeper
Export → migrate → cleanup → ongoing.
Every switch follows the same four steps. The details change by who you're leaving; the shape doesn't.
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1 · Export your data
We get your transaction history, balances, and supporting detail out of your current system — or, if the provider has gone dark, rescue whatever can be recovered. Your data is yours; getting it out is the whole point of switching.
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2 · Migrate into QuickBooks
We bring that data into your own QuickBooks Online file — one you own and control — mapped to a clean chart of accounts so reports work from day one. The file is yours, not ours.
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3 · Clean up the gaps
Handovers always leave gaps — unreconciled months, miscoded transactions, missing balances. We catch you up and reconcile so the opening point is provable, not assumed.
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4 · Ongoing monthly
Your senior bookkeeper keeps the books accurate every month, reconciled and CPA-ready, and coordinates with your CPA or EA, who files, with every close reviewed by a Certified QuickBooks ProAdvisor before it reaches you. Fixed-fee scope, no lock-in — leave anytime, with your file.
Switching questions, answered.
How long does switching take?
Typically 3–8 weeks end to end, depending on the state of your books at handover. A normal move runs: discovery and the file review in week 1; data export and migration into your own QuickBooks file over roughly 2–6 weeks; cleanup and reconciliation of the gaps in another 2–4 weeks (these overlap); then we’re on the monthly books. A clean handover is faster; a provider that’s gone dark or years of backlog take longer. We confirm the timeline after the free file review.
Will I lose my data?
No. The whole point of switching is portability — your data and your QuickBooks file are yours. We export your history out of your current system (or recover it if the provider shut down) and migrate it into your own QuickBooks Online file that you own and control. Nothing is held hostage, and your records come with you.
What does switching cost?
The file review is free — it tells you what the switch involves before you commit a dollar. After that we scope the work at a fixed fee, so the cost is known in writing before work starts: a one-time migration-and-cleanup project to get you current, then ongoing monthly bookkeeping at a fixed monthly fee. The exact numbers depend on how far behind the books are, which the file review establishes.
What if I'm not sure switching is right?
Then start with the free file review — it’s built for exactly that. We look at the real state of your books and tell you whether switching makes sense for you, what it would take, and what it would cost. If staying put is the better call, we’ll say so. No pitch, no obligation.
Are you affiliated with Bench, Pilot, QuickBooks Live, or Intuit?
No. TechBrot is a bookkeeping and advisory firm. We are not Intuit, not Intuit’s official support, and not affiliated with Bench, Employer.com, Pilot, QuickBooks Live, or any other provider you may be leaving. We help you move your own data into your own QuickBooks file.
How hard is it to switch bookkeepers?
Easier than staying stuck with books you don’t trust. On your side it’s three things — give us access to your current system, point us at your CPA or EA, and approve the fixed-fee scope — and we handle the export, the migration into your own QuickBooks file, and the cleanup. There’s no gap in coverage either: we keep the monthly books running while the transition happens, so nothing falls through the cracks.
When is the best time of year to switch?
Whenever your current books stop being reliable — you don’t need to wait for January. That said, two windows are cleanest: the start of a new month or quarter, which gives a natural cut-over with fewer mid-period transactions to split, and well before tax season, so your CPA gets clean, reconciled books instead of a year-end scramble. If a prior provider has gone dark, the best time is now, before more history slips away — call (877) 751-5575 and we’ll start with a free file review.
Will my CPA still have everything they need after I switch?
Yes — that’s built into how we work. We keep your books reconciled and CPA-ready every month and coordinate directly with your CPA or EA, who handles the filing. After the migration and cleanup, your accountant gets a clean QuickBooks file with provable opening balances and a tidy chart of accounts — not a pile of question marks at year-end.
We'll tell you what switching takes.
Tell us where the books stand. We’ll tell you which engagement fits, if any.
Or send the details instead