One dashboard across all your QBO entities

LedgerSwitch connects your QuickBooks Online company files into one dashboard so you can switch between entities in a click instead of waiting for a fresh Intuit browser session each time, and it rolls up profit-and-loss and balance-sheet data across those entities into consolidated reports you can export to PDF or CSV. It is a consolidation and reporting layer on top of QBO — 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 reads from your existing QBO books and presents the data more conveniently. You remain responsible for the accuracy of your books and for any decisions or filings you make.

Through Intuit's official OAuth flow. You authorize the connection from inside QBO, and LedgerSwitch receives scoped access and refresh tokens to synchronize your chart of accounts, transactions, P&L, balance sheet, and company profile. You can disconnect any company at any time, which stops further synchronization.

LedgerSwitch displays and consolidates exactly what it reads from your QBO books — it does not audit or correct your data, so its reports are only as accurate as the source. 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, passwords are hashed, and connection tokens are scoped to the access you grant.

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.

Disconnecting a QBO company stops further synchronization, and we delete or stop processing the associated tokens and synchronized data after a reasonable period. When you close your account, we delete or anonymize your 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.