Microsoft Dynamics 365 to FreshBooks Migration with Cloud Accounting
Are you considering making the switch from Microsoft Dynamics 365 to FreshBooks? Our expert migration service ensures a smooth, efficient transition, allowing you to harness the full power of FreshBooks’ intuitive accounting platform without losing your valuable financial data.
In today’s fast-paced business environment, having the right accounting software can make all the difference. While Microsoft Dynamics 365 has served you well, FreshBooks offers a modern, cloud-based solution that can take your financial management to the next level. Our migration service bridges the gap, ensuring you can embrace FreshBooks’ advantages without the headache of manual data transfer.
Our data migration process
Our team of certified accountants and software specialists will guide you through every step of the migration:
Initial Consultation
We assess your current Microsoft Dynamics 365 setup and discuss your FreshBooks goals.
Data Preparation
We clean and organize your Microsoft Dynamics 365 data for optimal transfer.
Custom Migration Plan
We develop a tailored strategy to move your data efficiently.
Secure Data Transfer
Using industry-leading tools, we securely migrate your financial information.
Data Verification
We thoroughly check all transferred data for accuracy and completeness.
FreshBooks Setup
We configure your new FreshBooks account to match your business needs.
Training and Support
We provide comprehensive training to ensure you're comfortable with FreshBooks.
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 comprehensive FreshBooks Migration 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.
Why Migrate from Microsoft Dynamics 365 to FreshBooks?
User-Friendly Interface
FreshBooks offers a clean, intuitive design that simplifies your accounting processes.
Time-Saving Automation
Benefit from FreshBooks' automated features, including invoice generation and expense tracking.
Cloud-Based Solution
Access your financial data anytime, anywhere, with FreshBooks' secure cloud-based system.
Integrated Payment Processing
Accept payments directly through your invoices, improving cash flow.
Some of Our Migration Clients
FAQs
Certainly! When transitioning to QuickBooks Online, you can be confident that almost all your data will transition smoothly. However, please note that we do not transfer inventory or stock items, as well as any cancelled or zero-value transactions
Certainly! When transitioning to FreshBooks, you can be confident that almost all your data will transition smoothly. However, please note that we do not transfer inventory or stock items, as well as any cancelled or zero-value transactions
Absolutely! We have expertise in handling multi-currency transactions during your migration. We’ll ensure accurate conversion and preserve the original foreign currency and exchange rates within your data.
Yes! We have expertise in migrating data from all FreshBooks regions. Whether you’re operating locally or globally, we can help you transition to FreshBooks smoothly.
Absolutely! It’s important to mention that all our FreshBooks migration packages include four hours of complimentary FreshBooks training.
The time required for the transfer can vary based on the complexity of your accounts and the amount of data to be migrated. While some transfers are completed in approximately 2 days, others with more complexity may take up to 10 days.
The time required for the transfer can vary based on the complexity of your accounts and the amount of data to be migrated. While some transfers are completed in approximately 2 days, others with more complexity may take up to 10 days.
Absolutely, we can migrate your department data or cost center into FreshBooks.
You have the flexibility to import as much historical data as you need. However, for meaningful comparisons, we suggest importing at least two years’ worth of data for a comprehensive side-by-side analysis.
Yes! We can migrate data from any accounting software, as long as it exports to Excel or CSV. Contact us to learn more
Step into the Future with Cloud Accounting
Migrate to FreshBooks seamlessly with our help. Schedule a consultation and start your journey to smarter finances.