Initial Consultation
We assess your current QuickBooks setup and discuss your FreshBooks goals.
Thinking about switching from QuickBooks to FreshBooks? Our specialized migration service makes the move easy. We’ve fine-tuned our process to ensure all your important financial data transfers safely, allowing you to start using FreshBooks’ advanced accounting platform right away.
The business world is changing fast, and your accounting software needs to keep up. While QuickBooks has been a reliable tool, FreshBooks offers a modern, cloud-based approach that fits today’s business needs. Our migration experts handle all the technical details of moving from one system to the other. This way, you can focus on running your business without worrying about the switch.
Our team of certified accountants and software specialists will guide you through every step of the migration:
Initial Consultation
We assess your current QuickBooks setup and discuss your FreshBooks goals.
Data Preparation
We clean and organize your QuickBooks 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.
Choose between migrating only balances or the entire historical data to FreshBooks.
Have your data transformed into single currency or have multiple currencies and entities set up in FreshBooks.
Switch with your payroll and inventory data so that you can keep your business running smoothly.
Need help with further customizing FreshBooks or extending it with integrations. We've got your back.
Migrate to FreshBooks seamlessly with our help. Schedule a consultation and start your journey to smarter finances.