One dashboard across all your QBO entities

LedgerSwitch brings all of your entities into one dashboard and rolls up their profit-and-loss and balance-sheet figures into consolidated reports you can export to PDF or CSV. You add an entity for each client or company, import each one's trial balance (a quick CSV upload), and generate a combined report in seconds. It is a consolidation and reporting layer on top of your existing books — it does not replace your accounting system.

No. LedgerSwitch is an informational consolidation and reporting tool, not an accounting system, and it is not a substitute for a CPA, bookkeeper, or tax professional. It consolidates the trial balances you bring in from your existing books and presents the combined picture more conveniently. You remain responsible for the accuracy of your books and for any decisions or filings you make.

You import a trial balance for each entity as a CSV — the same kind of export you can pull from QuickBooks, Xero, or any general ledger. Download our CSV template (or use your own export), drop in each entity's account balances, and upload; columns like account name, type, number, and balance (or separate debit/credit columns) are auto-detected. No integration setup or API approval is needed. Direct QuickBooks Online auto-sync is on our roadmap, but the import path delivers the full consolidated reports today.

LedgerSwitch displays and consolidates exactly what you import — it does not audit or correct your data, so its reports are only as accurate as the source trial balances. We do not sell your financial data and do not use it for advertising; it is used only to operate the Service for you. Data is encrypted in transit and passwords are hashed.

You pick the entities you want to combine, and LedgerSwitch produces consolidated P&L and balance-sheet reports that roll their figures together. Consolidation is mechanical and depends on correct source data and configuration — always review consolidated output before relying on it. Intercompany elimination is planned for a later version.

You can generate a read-only link to a consolidated report so a client or partner can view it without an account. The link itself is the credential — anyone who has it can open the report — so only share links with people you intend to give access, and revoke links you no longer need.

There is a 14-day free trial with no credit card required. After that, the Bookkeeper plan is $99/month (up to 10 QBO clients, +$9/client above 10) and the Controller plan is $149/month (up to 10 entities flat-rate with consolidated reporting included). Subscriptions renew monthly until you cancel.

All payments are processed by Stripe. Your full card number never touches LedgerSwitch's servers — Stripe handles card data directly and shares only limited billing information with us, such as subscription status and the last four digits.

Yes. You can cancel from your account settings or by emailing support@ledgerswitch.com. Cancellation takes effect at the end of your current billing period, and you keep access to paid features until then. Fees already paid are non-refundable for partial periods.

Yes. Per-entity and consolidated reports can be exported to PDF and CSV, and you can generate read-only shareable links. You can export anything you want to keep before cancelling or disconnecting a data source.

You can export anything you want to keep at any time. When you close your account, we delete or anonymize your imported data, except where retention is required by law (for example, billing records).

LedgerSwitch is operated by Martello Systems LLC. For questions, support, or privacy requests, email support@ledgerswitch.com.