FreshBooks to Sage Migration with Cloud Accounting

Switching from one accounting software to another can be a daunting task. But with Cloud Accounting, migrating from FreshBooks to Sage is easier than you think. Trust your migration to one of the UK’s top accounting firms. We ensure your accounting system transfer from FreshBooks to Sage is smooth and straightforward.

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Sage Migration

How Its Works

Assessment & Planning

Discovery

Evaluate: Understand your requirements and assess the current setup.

Plan: Outline a tailored migration strategy.

Custom Configuration

Setup

Tailoring: Configure Sage settings to your needs. setup.

Add-Ons: Integrate add- ons to boost eficiency.

Data Migration

Migration

Transition: Transfer financial data securely to Sage.

Verification: Double-check for data integrity.

Training & Support

Empowerment

Train: Provide Sage training to your team.

Support: Help with any post-migration issue.

Why Migrate FreshBooks to Sage?

As your business grows, so do its requirements. FreshBooks is excellent for freelancers and small businesses, offering simplicity and ease of use. However, as your operations expand, your accounting platform needs to evolve too. Sage is built for that next level of complexity. It can manage higher transaction volumes, detailed financial reporting, and the integrations necessary for a growing enterprise.

Its ability to connect with a wide range of business tools ensures that your operations remain seamless and scalable. With its advanced features, Sage is the right choice to support your business as it moves forward.

In simple terms, switching from FreshBooks to Sage is about future-proofing your accounting system to align with your growth. Let’s take that step forward together—with confidence—through Cloud Accounting.

The Next Step: Switching From FreshBooks to Sage

In the digital age, financial data is more than just numbers—it is your assets. The thought of migrating this extensive and invaluable data can be discouraging. At our core, we believe that a system migration is not about forgetting your past. Instead, it’s about building upon it. While switching from FreshBooks to Sage, we ensure that none of your valuable data is lost in the process.

But our commitment doesn’t end once the migration is complete. We want to help you do more than just move your data. We can guide you through key Sage features and suitable add-ons to enhance your business operations if needed.

End-to-End Conversion

Switching from FreshBooks to Sage is only your first step, and we’ve got your back from there. We’ll train you and provide ongoing support so that you feel confident using the Accounting software. Whether you’re setting up banking rules or making your own special reports, you can rest easy knowing we’ve got your back.

Our comprehensive FreshBooks to Sage Migration Service includes:

Company Setup: Establish a new Sage organisation for your business.
Chart of Accounts: Customise the chart of accounts to match your business needs.
User Setup: Manage user access to grant permissions to your team or accountant.
Payment Gateway Setup: Integrate payment gateways for faster transactions.
Multicurrency Accounts: Establish multicurrency bank accounts for global operations.
Group VAT Return: Set up Group GST/VAT MTD returns for compliance.
Payroll Setup: Set up employees in QuickBooks Online Payroll, including balances, deductions, and benefits.
Apps Integration: Implement comprehensive consolidated reports

Transaction Import: Import all historical transactions, from invoices to bank transactions from Freeagent
Contact Import: Migrate all contacts including customers, suppliers, and employees.
Financial Settings: Configure tax codes and financial settings.
Bank Accounts and Feeds: Set up bank and credit card accounts, activate bank feeds.
Department: Set up and import historical departmental data.
Asset Register: Create a fixed asset register and define depreciation rules.
Pension Setup: Establish pension schemes with NEST, Smart Pension, and other pension providers.
Customised Reports: Set up tailored reporting templates.
Consolidated Reporting: Implement comprehensive consolidated reports.
Support & Training: Benefit from 4 hours of live training and 30 days of aftercare.

Extend Your Business Capabilities

We provide more than just migration services. Enhance your financial management with our comprehensive suite of additional offerings, including:

Payroll Migration & Setup

Purchase Order Migration & Setup

Project Migration & Configuration

App Advisory & Ongoing Support

Sage Review & Health Check

Sage Bookkeeping Cleanup Support

Discover how our tailored solutions can elevate your financial operations beyond the basics.

Clients We Worked with

Convert To Sage From

We specialize in transferring data from any software that can export data in CSV or Excel format to Sage. No matter how complicated your company transactions or currencies you use, we guarantee the move is smooth and accurate.