BeeKeeper vs. QuickBooks
Posts to the ledger the moment it clearsThe short version
A PTA is a different shape: a volunteer board, bylaws that require two signatures, a membership that votes on the budget, parents who spend their own money and need it back, and a treasurer who changes every year. Everything below is what that difference costs you in a business ledger, and what it does not cost you here.
Side by side
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Moving from QuickBooks
- 1
Export from QuickBooks
Your chart of accounts, your vendor list, and a transaction export. We will tell you exactly which reports to run.
- 2
We import it with you
Accounts, vendors, budget and history come across. Opening balances and outstanding checks are handled, so mid-year is a normal time to move.
- 3
Your first month closes here
Connect the bank, reconcile, and print the treasurer's report. If anything looks wrong, our support team is in the books with you.
Keep looking around
Audit Kit
One page pulls the year together for your audit committee — and hands you a list of what is still missing while there is time to find it.
Bank Imports
A direct, read-only connection to your bank brings transactions in nightly. Rules and AI categorize them, so your ledger is current between meetings, not after them.
Team Management
Tag any transaction to a team and BeeKeeper keeps a balance, a budget and a statement for each one. Coaches and team parents open their team's page from a link — no login — and approve its expenses.
Security & Roles
Give the president, treasurer and auditor exactly the access their role needs. Every edit is logged with who made it and when — including us, when you ask us for help.
Expense Reports
Volunteers submit reimbursements from their phone with no login and no account. Receipts are read automatically, amounts are matched, and every request lands in one queue.
Treasurer Transition
Every transaction, budget decision, reconciliation and filed form from your term, packaged for the person taking over. No shoebox, no 'ask the old treasurer'.