Bring your books over without retyping a year.
A guided import takes the reports you already run in QuickBooks and turns them into a working set of books in SoShiny, including month-by-month history so your first year here is not a blank page.

The reason boards stay on software they have outgrown is almost never the software. It is the thought of re-entering a year of history.
SoShiny imports from the reports QuickBooks already produces. You export a trial balance and a profit and loss by month, upload them, and SoShiny reads them: the accounts, the balances, the monthly activity, your vendor list, and anything still unpaid.
Nothing commits until you have seen it
Every import previews first. You see exactly which account each row will land in, what it will post, and anything that could not be matched, before a single entry is written. If a line looks wrong, you fix the mapping and preview again.
Built against real exports
This was tested against a real 128-unit association's actual QuickBooks files, not clean sample data. Blank header columns, account numbers embedded in names, sub-accounts, parenthetical labels, and the double-counting trap where a trial balance and a monthly profit and loss both contain the same income are all handled, because all of them showed up.
What you get
How it works
Guides and terms for this feature
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