When setting up a FreshBooks account, you can start afresh, or transfer over existing data from any previous software like QuickBooks or Xero. If you're not a fan of manual entry, clients, expenses and items can be imported by you with the below steps. For sales taxes, you can email us the below details and we'll take care of it for you.
Below are the types of data FreshBooks can import:
Import clients using the steps from How do I import clients from a file? here.
Import expenses yourself with the steps from How do I import expenses from a file? here.
Import items using the steps from How do I import items from a file? here.
For Taxes, you can put together a CSV file for each type of data with the required columns below first. Then send this from your email that matches the email on file with your FreshBooks account with written permission for us to upload, to our support team here.
- Tax Name - i.e. 'HST'
- Percentage - i.e. '13' for a 13% tax
- Tax Number - Government-registered tax number
Transactions for Bank Reconciliation
Import manual transactions for bank reconciliation using the steps from import transactions from a file here.
Import Vendors using with the steps from How do I import vendors from a file? here.