Switching to stub

If you’ve already been running your books somewhere else, stub can meet you where you are.

Pro
This is available on the Growing Business or Established Entrepreneur plans

You can bring over your key data, set up accurate opening balances, and keep your financial story intact.

With stub Pro you can:

1. Add your opening balances

Opening balances are your starting numbers; what your business already had or owed on the day you start using stub. Adding them makes sure your Balance Sheet and reports line up with your previous system.

Here’s what to check:

  • Customers: add any outstanding invoices or amounts owed to you.
  • Bank accounts: set the opening balance so your bank total matches your real-world account.
  • Loans or other liabilities: add what you still owe so your loan balance is accurate.
  • Everything else: if you need to add other starting balances, create a manual journal entry.

2. Import your data

Bring in your business data via CSV uploads to save time:

  • Customers and suppliers
  • Products and services
  • Past expenses, or other transactions

This helps stub build a complete picture of your business from day one.

3. Align your chart of accounts

stub starts you off with a complete, easy-to-understand chart of accounts that you can customise as you go.

If you’ve used a more detailed setup before:

  • Map your existing accounts to stub’s streamlined list so everything lines up.
  • Add any custom accounts your business requires. You can create these manually at any time.

Out of the box, stub gives you just enough structure to stay accurate without unnecessary complexity.

Switching to stub doesn’t mean starting from scratch, it’s simply a smarter continuation. By adding your balances and importing your data, you’ll keep your records complete and your reports accurate from day one.