Practical guides for running your books.
SwiftBooks Pro guides cover UK SME growth, practice growth, switching your ledger, MTD ITSA context for landlords, and invoicing. Jump to any guide below.
UK SME growth playbook
Nine chapters on this site: get paid and reconcile, when to leave the spreadsheet, keep the chart small, digital records in the browser, switch from Xero or Sage, multi-currency on Business+, year-end packs, and one company versus five.
- Invoices, reminders and bank CSV from day one
- Solo from £15/month ex VAT after the trial
- Free migration on every plan — Sage 50 is CSV
- Year-end packs and multi-company on Business+
The practice growth playbook
A practical playbook for accountants and bookkeepers who want to grow their practice — from winning and onboarding clients to standardising them on one ledger. Collaboration happens in shared browser access.
- Win and onboard clients efficiently
- Standardise clients on one digital records platform
- Save time with real-time, shared books
- Bring clients across with free migration on every plan
The switching ledger checklist
A step-by-step checklist for moving your books from Xero, QuickBooks, Sage or FreeAgent to SwiftBooks Pro — what to export, what to map, what to reconcile. The full process lives on the migration guide. Invoice figures we can import stay in the ledger. This login does not file MTD.
- Prepare and export your data
- Map your chart of accounts
- Reconcile opening balances and history
- Re-import bank CSV, then go live
MTD for Income Tax: a landlord's guide
What UK landlords need to know about Making Tax Digital for Income Tax Self Assessment (MTD ITSA) — who it applies to, what digital records to keep, how quarterly updates work, and how SwiftBooks Pro holds property income and expenses as digital records. Filing is not from this login.
- Understand who MTD ITSA applies to
- Keep digital records of property income and expenses
- Prepare for quarterly updates with your accountant
- Keep property books here — filing is not from this login
Invoicing in SwiftBooks Pro
How to create, send and get paid on invoices — branded templates, Stripe and PayPal Pay Now on every plan, multi-currency on Business+, and matching payments after bank CSV import in Banking → Reconcile.
- Send branded, professional invoices
- Take payment online from the invoice
- Multi-currency invoicing on Business+ (Solo is GBP-only)
- Match payments in Banking → Reconcile after CSV import
About our guides
What guides does SwiftBooks Pro offer?
Practical, UK-focused guides including the UK SME growth playbook, the practice growth playbook for accountants, a switching checklist on the migration guide, a landlord's guide to MTD ITSA context, and an invoicing guide.
Is there a guide for switching from Xero, QuickBooks or Sage?
Yes. The switching ledger checklist links to the migration guide. Invoice figures we can import stay in the ledger. This login does not file MTD and does not copy HMRC filing records.
Does SwiftBooks Pro help landlords with Making Tax Digital?
The landlord guide explains MTD ITSA rules and digital record-keeping. SwiftBooks Pro does not file MTD ITSA from this login.
Is there a guide for accountants growing their practice?
Yes. The practice growth playbook covers winning and onboarding clients, standardising them on one digital records platform, and saving time with shared browser access.
How do I learn to use invoicing?
The invoicing guide and Help Centre show how to create branded invoices, take payment via Stripe or PayPal, invoice in foreign currencies on Business+, and match payments after bank CSV import.
Indexed Q&A on the FAQ page. Menu-path steps in the Help Centre.
Read the guides. Try the login.
Invoices, bank CSV, expenses and reports in the browser. Stock and projects on Business and above. From £15/month ex VAT, 30-day trial.