If you want to test out Digits while still closing your books in QuickBooks, you can run a parallel close for your first month.
Here’s how it works:
- Set your cutoff date during Digits signup. This date simply marks when you're starting to trial Digits as your accounting tool. Your old system remains untouched.
- Any data after this date will be categorized by Digits. Nothing will sync back to QuickBooks from Digits.
- Any data before the cutoff date is pulled from QuickBooks and will be read-only in Digits.
- Run your close in both systems to compare results and see how Digits stacks up.
For help setting your cutoff date, see Understanding Dates in Digits.
Digits AI: Think of this like training a new team member. Digits' AI learns from your actions during the first month, and improves over time—saving you more work each month.