Switching guide

Thinking of leaving QuickBooks?

An honest comparison — what PeakBooks does differently, what QuickBooks does well, and exactly how switching works (your data comes with you).

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PeakBooks QuickBooks Online
Starting price$19/mo ($15/mo billed annually)Entry plans have typically run $30–38/mo, rising to $200+ for advanced tiers — and prices have increased repeatedly in recent years. Check their current pricing.
Automatic transaction categorizationBuilt in on every plan, including Starter; Standard adds auto-learning rules that apply your corrections automatically.Rule-based bank categorization; smarter automation features concentrate in higher tiers.
Accountant accessFree accountant accounts with a full firm portal built in: client list, review tools, month-end close checklists, e-sign engagement letters, and Q&A threads with clients — all in one place.Requires a separate product (QuickBooks Online Accountant), and the firm workflow tools are spread across multiple add-ons rather than included.
Switching inBuilt-in migration wizard imports your QuickBooks chart of accounts, customers, vendors, transactions / general ledger, open invoices & bills, classes & locations — from the CSV/Excel exports QuickBooks already gives you.
Bank feedsAutomatic bank & credit-card sync via Plaid — the same connectivity layer used across fintech, covering 12,000+ institutions — plus hourly safety-net re-syncing so feeds never silently stall.Broad institution coverage, but dropped connections are a long-standing user complaint with no comparable auto-recovery.
Core accountingReal double-entry from the entry plan up — invoicing, reconciliation & period locks on every tier — scaling to bills & bill pay, Balance Sheet / General Ledger, 1099 tracking, classes & locations, and fixed assets & depreciation as you grow — at pricing that stays well under QuickBooks at every tier.Mature and complete, but the depth is spread across tiers and paid add-ons, so the full feature set costs more than the entry plan suggests.
Trial7 days, full Standard features, no credit card.Typically a 30-day trial or an intro discount — not both.
Your dataExport everything as spreadsheets anytime; self-serve account + data deletion.Exports available; some reports and history easier to extract than others.

QuickBooks is a registered trademark of Intuit Inc. Comparison reflects publicly available information and is provided in good faith — verify current QuickBooks pricing and features with Intuit. Last reviewed June 2026.

Switching takes an afternoon, not a month

1
Export from QuickBooks. Chart of accounts, customer & vendor lists, the general ledger, and open invoices/bills — all standard QuickBooks exports.
2
Import into PeakBooks. The migration wizard maps QuickBooks account types automatically, previews every file before committing, and can even mark imported months as already-reconciled.
3
Connect your bank and keep going. Link your accounts with Plaid and new activity flows in automatically — with categorization handled automatically.
Read the step-by-step migration guide →

Switching questions

Both. You can import full transaction history through the general-ledger import (with journal entries preserved), or start clean from opening balances — your choice per account.
Yes — accountant accounts are free, and the accountant portal includes review tools, month-end close checklists, and client Q&A. Invite them from Settings and they get access to your books without sharing your password.
The import previews every row before committing and reports exactly what was skipped and why — nothing is silently dropped. And if you get stuck, email support@peakbooksapp.com and a human will help.
Yes — many switchers keep QuickBooks read-only for a month while PeakBooks takes over day-to-day. The 7-day trial needs no card, so trying it costs nothing.
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