Switch · From Bookkeeper360
Switching from Bookkeeper360: what to check, what to request, how the books move.
Changing bookkeepers goes smoothly when you know your own agreement’s terms and have your data in hand before the last day. Here is what Bookkeeper360’s own pages say, read September 28, 2026, what to request before you give notice, and how TechBrot takes the books over in your own QuickBooks file.
Before leaving Bookkeeper360, read your own subscription agreement and engagement letter. Its published agreement says the term renews automatically unless you send written notice within 30 days of the initial term’s expiration, that fees rise 5% after the first twelve months and every twelve months after, that an early termination fee of 15% of the agreement’s value may apply depending on the engagement letter, and that you retain exclusive ownership of your data. Request your data and statements before the last day; TechBrot then reconciles the books into your own QuickBooks Online file on a written fixed-fee scope.
TechBrot Inc. · independent bookkeeping and advisory firm led by a Certified QuickBooks ProAdvisor — not a CPA firm and not affiliated with Intuit Inc.
Intuit certifications
Every engagement is reviewed by a Certified QuickBooks ProAdvisor (QuickBooks Online Level 2, Payroll) — verification on request. Intuit’s ProAdvisor program becomes ProPartner Accountants in early 2027; the certifications continue.
Switching from Bookkeeper360, in five questions.
How do I leave Bookkeeper360?
Check your own agreement’s renewal date, notice and any termination fee, request your data and statements, then move the books into a file you own. Its published agreement requires written notice within 30 days of the initial term’s expiration to stop automatic renewal.
Is there a fee to cancel Bookkeeper360?
Its published agreement says an early termination fee of 15% of the agreement’s value may apply, depending on the terms of the engagement letter. Check yours.
Do I own my data at Bookkeeper360?
Its published agreement says “Member retains exclusive ownership of the Member Data.” Request an export before your last day.
Where will my books live at TechBrot?
In your own QuickBooks Online file, as an accountant user you can remove at any time.
Is TechBrot affiliated with Bookkeeper360?
No. TechBrot is independent; the Bookkeeper360 facts on this page are quoted from its own pages, read September 28, 2026.
What Bookkeeper360’s own pages say.
Quoted from Bookkeeper360’s own pages, read September 28, 2026. Your own signed agreement and engagement letter govern; check them.
Renewal and notice
The term “will automatically renew for an additional Term… unless Member sends a written notice to Bookkeeper360 within 30 days of the initial Term’s expiration date requesting non-renewal of the Term.”
Price increases
“Following the first twelve (12) months of the Subscription, and every twelve (12) months thereafter, the ongoing monthly subscription fees will automatically increase by five percent (5%)…”
Early termination
“Depending on the terms of the Engagement Letter, an early termination fee of fifteen percent (15%) of the Agreement’s value may be used as an early cancelation penalty.”
Your data
“Member retains exclusive ownership of the Member Data.”
Software and price
Its pricing page states “All Plans Include Bookkeeper360 Software”, monthly bookkeeping “Starting at $399 per month”, and its bookkeeping page says it can transition clients to Xero or QuickBooks Online.
Sources, read 2026-09-28:Bookkeeper360: pricing · Bookkeeper360: subscription agreement · Bookkeeper360: bookkeeping.
From their books to your own file.
Discovery call
Free, 30 minutes: where the books live, how current they are, and your notice date.
Written scope
A fixed-fee scope for the takeover within 3 business days — including any catch-up or cleanup the file needs.
Access or import
Accountant-user access to your own QuickBooks Online file, or the books rebuilt into one from your export and statements.
Reconcile to statements
Every account reconciled to its statement from the handover date, so you start from verified balances.
Monthly from there
Monthly bookkeeping on a written fixed fee, reviewed by TechBrot’s founder, a Certified QuickBooks ProAdvisor.
What to request before the last day.
- Your signed agreement and engagement letter, to confirm the renewal date, notice and any termination fee.
- Where your books live: a QuickBooks Online or Xero file in your name, or data in Bookkeeper360’s software.
- An export of your ledger and reports, if the books are not in a file you own.
- Bank, card and loan statements for every period the books cover.
- The last reconciliations completed, and any open items or adjustments in progress.
- Payroll and sales-tax records, if they handled those.
What the switch costs at TechBrot.
Monthly bookkeeping is published at $400–$2,500+/mo; any catch-up the handover needs is priced as catch-up ($2,000–$20,000+), each a fixed fee against a written scope. The full side-by-side is on TechBrot vs Bookkeeper360.
TechBrot is independent and not affiliated with Bookkeeper360 or Intuit Inc. Figures about Bookkeeper360 are quoted from its own pages as read on the date above.
Questions about leaving Bookkeeper360.
When should I give notice?
What if my books are in Bookkeeper360’s software, not QuickBooks?
Will I lose history?
How much does TechBrot cost?
Is TechBrot a CPA firm?
Planning the move?
Get a written scope for the takeover.
Book a free 30-minute discovery call. We look at where your books live now and what the handoff needs, and you get a written fixed-fee scope within 3 business days.
Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits.
Call (877) 751-5575. If we miss you, a Certified QuickBooks ProAdvisor returns your call within one business day. Written fixed-fee scope within 3 business days. No hourly billing.