How to convince your bookkeeper to switch from QuickBooks to Puzzle

Kevin Dargatz
Category: Puzzle Guides

Switching your accounting software from QuickBooks to Puzzle will open up a world of visibility and control into your business. In a few minutes, you'll have access to the Puzzle Dashboard, which highlights daily cash, burn, runway and ARR/MRR, and before you know it you'll be analyzing trends across your historical financials. It’s also really easy to switch. You can do it yourself in a few steps, and we’re here to support at any time to make sure your financials are setup correctly.

Follow these steps to make the switch from QuickBooks to Puzzle:

1. Setup an account on Puzzle. It only takes a few minutes, and we do the heavy lifting after you connect your financial accounts.

💡 At this point you will already be able to experience the power of Puzzle. Your dashboard will be updated with real-time operational metrics, and you’ll be able to explore your current financial position immediately. The next steps just ensure that your historical books are uploaded so you can get ready to dig deep and identify trends.

2. Then, send your bookkeeper this email and CC:

Hi [Bookkeeper],

I would like to switch our accounting platform from QuickBooks to Puzzle.

Beyond the capabilities that match QuickBooks, there are some great features that Puzzle offers which will help me run my business even better:
- A Financial Metrics Dashboard
that highlights Cash, Net Burn, and Runway calculations which I can view at anytime
- Real-time financial statement drafts: drafted financials will allow me to make better operational decisions while your team is closing our books
- Powerful automations: accounting task automations and AI categorization will make the process of closing out books even faster

I’ve copied the Puzzle support team who will reach out shortly to kick off the historical data migration.

Thank you!

3. If you would like, Puzzle will reach out to schedule a 30-minute introduction to kickoff the data migration process. Otherwise, we will simply follow up with your bookkeeper to make sure everyone is on the same page.

4. The experts at Puzzle will prepare your historical financial data to transfer. You’ll be able to track the progress of the migration on your “Historical Books Checklist” in the Puzzle app.

5. Once your migration process is complete, we’ll inform you that it’s time to cancel your QuickBooks subscription.

6. Login and enjoy real-time financial reports and metrics dashboards!

That’s it! Six easy steps and you’ll be up and running with Puzzle. Don’t hesitate to reach out to us if you have any questions.

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Kevin Dargatz
Head of Product Marketing

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