Here’s why we made the move, what it means for you, and how we’ll make the transition smooth, simple, and stress-free.
Big news from the SingleTrack team: we’re officially transitioning from QuickBooks to Xero as our preferred accounting platform. Don’t worry — we’ve thought this through carefully (and tested it on our own books, and argued about it, and tested it again).
Here’s what’s changing, why it’s changing, and what it means for you.
Why We’re Making the Change
We’ve worked with QuickBooks for years, but as the tools and clients have evolved it became clear that Xero just fits better.
Here’s why:
- Better reporting. Xero’s reports are cleaner, more visual, and easier to understand — so you can actually use the data, not just look at it.
- A simpler, more intuitive interface. QuickBooks can feel like a slot machine. Xero keeps things sleek, logical, and user-friendly.
- Greater visibility. With Xero, it’s easier for you to see where things stand at any moment — no digging through endless tabs.
- Cleaner collaboration. The way Xero handles permissions and communication means fewer back-and-forth emails and more clarity for everyone.
In short: Xero helps us serve you better and helps you understand your numbers more clearly.
When It’s Happening
The transition will happen in phases through October, November, and December.
Some clients are already on Xero (and loving it), and we’ll continue migrating accounts throughout the rest of the year. We’ll make sure every step is handled carefully so there’s no disruption to your bookkeeping or reporting.
How Will I Know If My Books Are Getting Moved?
Don’t worry — we’ll never move anything without your knowledge.
If your books are scheduled to transition, you’ll:
- Get an email from our team letting you know when the switch is happening.
- Be offered a quick 15-minute meeting with us to walk you through Xero, answer questions, and make sure you’re comfortable before we make the move.
It’ll be simple, transparent, and on your timeline.
So Does That Mean If I’m on QuickBooks I Can’t Use SingleTrack?
Not at all! We still support QuickBooks — but going forward, Xero will be our preferred platform.
That means:
- We’ll continue to work with clients who stay on QuickBooks, but we’ll highly encourage everyone to migrate to Xero.
- If you choose to stay on QuickBooks, you’re welcome to — but we’ll no longer cover the cost of your QuickBooks subscription in your monthly plan.
Our goal isn’t to force anyone into change — it’s to make sure the tools we use together are the best fit for the future.
I Use QuickBooks for Invoicing and Payroll, Not Just Bookkeeping. Am I Expected to Change?
Good question. If you’re using QuickBooks for invoicing, payroll, or other integrations, we won’t touch anything without a conversation first.
Before any transition happens, we’ll schedule a meeting to:
- Review how you’re using QuickBooks
- Talk through what those tools would look like in Xero
- Make sure the transition plan (if you choose to move) works on your timeline
And if you decide to move to Xero? We’ll handle the setup and migration on your behalf — safely and smoothly.
The Bottom Line
This change is about helping our clients work smarter, not harder. Xero gives us a modern, intuitive way to manage your books while giving you more clarity and control over your finances.
We’re excited for you to see the difference — and we’ll be right beside you every step of the way.
