Migrate from QuickBooks Online to FreshBooks Easily

Thinking about migrating QuickBooks Online to FreshBooks? We’ll help you make the move smoothly, keeping all your important data safe. Enjoy the simplicity and speed of FreshBooks without the stress of doing it all yourself.

Book a Discovery Call

Why Migrate from QuickBooks Online to FreshBooks?

Thinking about migrate QuickBooks Online to FreshBooks? It’s a move that makes sense for many small businesses, especially service-based professionals like consultants, freelancers, and creative agencies. FreshBooks is built with simplicity in mind—unlike QuickBooks Online, which can feel outdated or overly complex. With FreshBooks, you get a clean, user-friendly dashboard, powerful invoicing tools, easy expense tracking, and time-saving features like automated payment reminders and recurring billing. It’s completely cloud-based, so you can access your accounts anytime, anywhere—no need to be tied to a desktop. Collaborating with your team or accountant is simple too, thanks to easy sharing and role-based access. Plus, FreshBooks is often more budget-friendly than QuickBooks Online, making it a great choice for growing businesses that want to stay efficient without overspending. If you’re looking for accounting software that’s easy to use, built for today’s mobile world, and designed to help you get paid faster, FreshBooks is a smart upgrade from QuickBooks Online.

Our data migration process

Our team of certified accountants and software specialists will guide you through every step of QuickBooks Online to FreshBooks migration:

Initial Consultation

We assess your current QuickBooks Online setup and discuss your FreshBooks goals.

Custom Migration Plan

We develop a tailored strategy to move your data efficiently.

Data Verification

We thoroughly check all transferred data for accuracy and completeness.

Training and Support

We provide comprehensive training to ensure you’re comfortable with FreshBooks.

Data Preparation

We clean and organize your QuickBooks Online data for optimal transfer.

Secure Data Transfer

Using industry-leading tools, we securely migrate your financial information.

FreshBooks Setup

We configure your new FreshBooks account to match your business needs.

Data Migration Made Easy

Move with Historical Data

Choose between migrating only balances or the entire historical data to FreshBooks.

Multi-Entity and Multi-Currency

Have your data transformed into single currency or have multiple currencies and entities set up in FreshBooks.

Payroll and Inventory Data

Switch with your payroll and inventory data so that you can keep your business running smoothly.

Post-migration Support

Need help with further customizing FreshBooks or extending it with integrations. We've got your back.

Our QuickBooks Online to FreshBooks Conversion Service includes

Company Setup: Establish a new FreshBooks 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 FreshBooks Payroll, including balances, deductions, and benefits.
Apps Integration: Select and implement the best add-on applications for your business
Transaction Import: Import all historical transactions, from invoices to bank transactions.

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.

Clients We Worked with

Convert To FreshBooks From

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