Bring your old job records in, track receipts and miles

You can now bring your old job records into Bit & Grain, track every receipt and mile, and have it all ready at tax time.

This release does two things. First, you can import the work you already have somewhere else. Drop in a CSV exported from Jobber, Housecall Pro, or QuickBooks and Bit & Grain figures out what each column is, shows you a preview, and lets you fix anything before it saves. You can drop in old PDF invoices and it reads the client, the invoice number, the dates, the amounts, and the line items off the page for you. QuickBooks Desktop list files (.IIF) come in too, and so do bank statement files (.QBO or .OFX) when you want to pull in past expenses. Before this, switching to a new tool meant retyping years of clients and invoices by hand or just leaving them behind. Every import shows you possible duplicates first, and you have a 24-hour window to undo a batch if something looks wrong.

Second, the money side is built out. Receipts now have a real workflow: drop a stack of photos in at once and scan them only when you are ready, so you are not burning through your time on receipts you do not need yet. When you open a receipt, Bit & Grain suggests which job it belongs to and tells you why ("the date falls inside the job window, the vendor matches the job's materials"), and you confirm with one tap. You can forward a receipt straight from your email and it lands in your account scanned. It even flags vendors you buy from over and over so you can see where the money is actually going. Mileage works the same way: log a trip, pick business or commute or personal, and it calculates the IRS deduction for you using the right rate for the year. There is a fast keyboard view for sorting a backlog of trips, and monthly or annual reports you can download as CSV or PDF. At the end of the year, your receipts and your business miles flow straight into the Schedule C tax export, so a one-person shop can hand the file to an accountant without touching another tool.

Picture moving off Jobber on a Sunday night: you export your clients and invoices, drop the file in, fix two mismatched columns, and your history is in. Then for the rest of the year, every fuel stop and every supply-house run gets photographed or forwarded, every drive to a job site gets logged, and come April it is all sitting in one report.

Find imports under Settings, Import Data, or on the Migrate page. Receipts has its own spot in the main menu under Back Office, and Mileage lives on the Mileage page. Here's how to start: open Migrate, pick the kind of file you have, and drop it in; or open Receipts and try Bulk Upload with the photos on your phone. It's available on every plan.