QuickBooks to FreshBooks Conversion
Our QuickBooks to FreshBooks conversion moves solo professionals and small service firms from QuickBooks into FreshBooks — clients, invoices, expenses and balances preserved — when QuickBooks is more accounting than you want to manage.
Free scoping review · Fixed-price quote in 24 hours · No commitment
Why switch
When QuickBooks is too much
For some service businesses, QuickBooks is heavier than the job calls for.
Simpler day-to-day
FreshBooks is built around invoicing and expenses, which is most of what a solo service business actually does.
Friendlier for non-accountants
If QuickBooks' double-entry depth feels like overkill, FreshBooks' interface is easier to run yourself.
Right-sized cost
Why pay for ledger features you don't touch? FreshBooks can be a better fit for a one-person practice.
What moves across
What transfers to FreshBooks
We bring history, not just opening balances, so your reports keep working from day one.
- Clients and contacts
- Invoices and payment history
- Expenses and categories
- Open balances (A/R)
- Items and services
- Tax rates mapped to FreshBooks
- A tidy starting point in FreshBooks
Platform specifics
QuickBooks-specific details we handle
Particulars of a QuickBooks conversion that off-the-shelf tools miss — handled as standard.
- Clients, invoices and payment history carried so A/R ties out
- Expenses and categories mapped
- Anything that lives only in QuickBooks' deeper ledger flagged up front
- Projects and billable time mapped where used
- Among our fastest conversions
The process
How a conversion runs
Every job follows the same disciplined path — you always know what happens next.
Free scoping review
You send a backup or read-only access. We tell you exactly what will convert, what won't, and how clean your data is — before any money changes hands.
Fixed-price quote in 24 hours
One written price for the whole job. No hourly meter, no surprise change orders. You approve before we start.
Data extraction
We pull your full ledger — chart of accounts, customers, vendors, items, open balances and transaction history — from your current system.
Mapping & chart of accounts
We map every account, tax code and item to the target system's structure so reports keep meaning the same thing they did before.
Conversion & rebuild
We rebuild the file in the destination software, bringing history across rather than just opening balances, so prior-year comparisons still work.
Reconciliation to the cent
We reconcile the trial balance, A/R and A/P in the new system against your old one. The numbers tie out, or we don't hand it over.
Handover & support
You get a reconciled file, a short walkthrough, and 30 days of email support to answer questions as your team settles in.
Engagement
Fixed-price work. No hourly billing.
You approve one written price before we start. The right tier depends on how much history you bring.
Lists & opening balances
- Chart of accounts, customers, vendors, items
- Open A/R and A/P, trial-balance opening
- Current-year transactions
- Reconciled opening balances
- Email support, 30 days
Full transaction history
- Everything in Essentials
- Multi-year transaction history
- Bank & credit-card reconciliation rebuilt
- Memorised reports re-created
- Side-by-side trial-balance proof
Multi-entity & complex
- Everything in Standard
- Multiple entities / consolidations
- Multi-currency history preserved
- Class / location / department tracking
- Integration & app reconnection guidance
Questions, considered
QuickBooks to FreshBooks FAQs
FreshBooks is simpler — will I lose data?
We bring across what FreshBooks supports — clients, invoices, expenses and balances — and tell you up front what lives only in QuickBooks' deeper ledger.
Will my A/R match?
Yes. Open invoices and their status convert so your receivables in FreshBooks tie out to QuickBooks.
Is this a quick job?
Usually yes — these are among our fastest conversions, often a couple of business days.
Can my accountant still get reports?
FreshBooks offers solid reports and accountant access. We'll point out anything your CPA might want to keep an eye on.
Other conversions
Looking for a different move?
Ready to move your books?
Send us your QuickBooks file or read-only access and we’ll come back within one business day with exactly what converts and a fixed price — no commitment.