How to move off QuickBooks without losing anything.
A practical checklist for switching your books to TotalPro360. Plan on an afternoon for the setup and a month of running both before you let QuickBooks go.
Free forever Not a trial. No card, no contract, unlimited staff. Card payments cost 3.9% + 30¢. Our promise →
Free means all of it
Free software
Clients, appointments, checkout and reporting, for $0 a month.
Free booking
A 24/7 booking page with text confirmations and reminders.
Free accounting
A real double-entry ledger built in, so you can drop QuickBooks.
AI receptionist, with the phone system
Part of the $79/month* phone system: answers your calls 24/7, answers questions, books appointments into real openings, takes messages, and transfers to you.
Unlimited users
Every stylist, tech, trainer and front-desk person, $0 each.
The honest part
Card payments you take cost 3.9% + 30¢, and optional bill pay from your accounting is $39 a month per office.
Before you start
- Pick a cutover date. The first day of a month or quarter is easiest for your accountant.
- Talk to your accountant. Ask for a trial balance as of the cutover date. That's what your opening balances come from.
- Keep your QuickBooks file. Past years stay there for reference and taxes. You don't need to move old transactions.
Step 1: Export from QuickBooks
Export two lists to CSV or Excel: your customer list (name, email, phone, address) and your chart of accounts (account number, name, type). Both are standard exports in QuickBooks Online and Desktop.
Step 2: Import into TotalPro360
In your dashboard, open the importer and upload each file. It recognizes QuickBooks column names (and ServiceTitan, Housecall Pro and Jobber names), maps them automatically, and lets you fix any column before you commit. Customers are de-duplicated by email or phone. For the chart of accounts, account types and debit or credit sides are inferred from the QuickBooks type.
Step 3: Post opening balances
Create one journal entry dated the day before your cutover date, using the trial balance from your accountant: bank balances, receivables, payables, loans and equity. Check that it balances and that the balance sheet report matches.
Step 4: Set up your service menu and booking
Your account starts with a service menu for your business type. Adjust prices and durations, add your staff, and share your booking page.
Step 5: Turn on payments and run both for a month
Connect Stripe so customers can pay by card or bank. For a month, enter new work in TotalPro360 and leave QuickBooks read-only. At month end, compare the reports with your accountant. When they're happy, you're done.
What doesn't move automatically
- Historical transactions (keep them in QuickBooks).
- Items and price lists (start from the starter menu and edit, or add them by hand).
- Payroll history (keep it with your payroll provider). Payroll — coming December 2026. Paid add-on: $39/month + $6 per employee.
What "free" means here, in plain numbers
- Software: $0 a month. Unlimited users. No contract, no setup fee, no card to sign up.
- Card payments you collect: 3.9% + 30¢.
- ACH bank payments: up to 1.8% (never more than $10).
- Online bill pay to your vendors (optional, from your accounting): $39 a month per office, only in months you pay bills through it, unlimited users, plus Stripe's cost at cost (bank debit 0.8% capped at $5, 0.25% + 25¢ per vendor payout, $2 per active vendor per month).
If you never take a payment through the platform, you never pay us anything. If you do, the fee is the same whether you have one employee or fifty.
“I’ve got a person for you.” Get paid for it.
Your clients ask you for recommendations all the time. On the TotalPro360 network, when your stylist sends a client to a massage therapist on the network and that appointment is booked and paid, your business earns a share of the network fee. The business that receives the referral pays nothing for the lead itself, only a network fee after the job is booked and paid. How the referral network works · Our sister network for home services.
Questions people ask
Can I import my QuickBooks data?
Yes, for your customer list and chart of accounts: export them from QuickBooks to CSV or Excel and upload them. Opening balances go in as a journal entry. We don't import full transaction history; keep your QuickBooks file for past years.
Does it sync with QuickBooks?
No, by design. TotalPro360 has its own double-entry ledger, so your books live in the same place as your appointments and invoices.
Will my accountant be able to work with it?
Your accountant gets standard reports: profit and loss, balance sheet, trial balance, aging and a 1099 summary. Ask them to look before you switch.
What does it cost?
The software is $0 a month with unlimited users and no contract. Card payments you collect cost 3.9% + 30¢. ACH bank payments cost up to 1.8% (never more than $10). Optional online bill pay to your vendors, from your accounting, is $39 a month per office, only in months you pay bills through it, unlimited users, plus Stripe's cost at cost (bank debit 0.8% capped at $5, 0.25% + 25¢ per vendor payout, $2 per active vendor per month).
Set up your account in about two minutes.
No card, no contract, no sales call. Pick your business type, and you'll land in your dashboard with a starter service menu and a short setup checklist.
Get started free*Included minutes and texts cover typical use. Usage above the included amounts is billed as overage, and larger or high-volume companies may be quoted higher phone and texting rates. See our Terms.