I’m moving from spreadsheets to something that won’t buckle during tax season. For people running invoices, mileage, and expenses through QuickBooks, how steep was the learning curve, and did bank feeds stay stable after security prompts? I’m also curious whether year‑end reports matched what your accountant wanted without manual cleanup.
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Switching over took a weekend of tidy‑up: chart of accounts trimming, category rules, and receipt scanning with a flat naming scheme so nothing got lost. Bank feeds hiccuped once after a 2FA change, but reconnecting was quick, and the mobile capture app spared me a shoebox of paper by month two, and quickbooks intuit reviews nudged me to lock a monthly close date, reconcile in small chunks, and export a trial balance before any big edits; that routine kept audits simple and avoided nasty surprises later.