How do I import data into my account?

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, you can use our free option or utilize one of our paid options if you have a lot of data to transfer over.

Import with CSV Files

You can import the following data into FreshBooks using CSV files:

Transfer Data with a Service

If needed, you can use one of the below services to have more data transferred from your old accounting platform into FreshBooks for you:
Easy Switch
Easy Switch is available for Select plans, and allows your important information like client details, expenses, invoices, and more to be moved over from your old platform to FreshBooks by FreshBooks specialists. Data can be transferred over from supported platforms like HoneyBook, QuickBooks, Wave, and Xero. To get started, go to the Select plan page and select the Talk to a Specialist button.
Accounting Data Migration by Relokia
Accounting Data Migration is a paid app that integrates with FreshBooks to offer a one-time migration from supported platforms to FreshBooks for you.