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How do I import data into my account?

When setting up a FreshBooks account, you can start fresh, or transfer over existing data from existing software like QuickBooks or Xero. If you prefer to avoid manual entry, you can use our free option or one of our paid options to transfer large amounts of data instead.

 

Import with CSV Files

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

  • Clients
  • Expenses - Expenses can be imported in using either option:
    • Bank Connections - Connect your bank or credit card account to have transactions up to up to 30-365 days of activity imported automatically
    • From a File - Import expenses from a CSV file
  • Items
  • Transactions for Bank Reconciliation - Transactions can be imported in using either option:
    • Bank Connections - Connect your bank or credit card account to have transactions up to up to 30-365 days of activity imported automatically
    • From a File - Import transactions from a CSV file
  • Vendors

 

Other Income

To have other income imported in bulk, create your own CSV file and send it to our Support team to have it imported in for you with these steps: 

  1. Download the other_income_example.csv file
  2. Review the READ ME FIRST row, and then delete this row
  3. Update the example CSV with your other income entries, using the available preset payment types and preset income categories:

    Payment Types

    • 2Checkout
    • ACH
    • Bank Transfer
    • Cash
    • Check
    • Credit Card
    • Debit
    • Other
    • PayPal
    • AMEX
    • Diners Club
    • Discover
    • JCB
    • MasterCard
    • VISA

    Income Categories

    • advertising - For Advertising & Affiliate Income
    • in_person - For In-Person Sales
    • online_sales - For Online Sales 
    • rentals - For Rental Income
    • other - For Other
  4. Reach out to our Support team directly with your updated CSV file to have it imported in for you
  5. Once imported, you can update the other income entries as needed, including assigning it to clients and adding taxes. 

 

Taxes

To have taxes imported in bulk, create your own CSV file and send it to our Support team to have it imported in for you with these steps: 

  1. Download the taxes_example.csv file
  2. Review the READ ME FIRST row, and then delete this row
  3. Update the example CSV with your taxes, entering the tax name, percentage as a number (e.g., 13 for 13%), and if needed, a government-registered tax number
  4. Reach out to our Support team directly with your updated CSV file to have it imported in for you.

 

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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 provided through FreshBooks' trusted conversion partner MMC Convert. Easy Switch allows important information like client details, expenses, invoices, and more to be moved over from your old platform to FreshBooks. Data can be transferred over from supported platforms like HoneyBook, QuickBooks, Wave, and Xero. 

Easy Switch is available for:

  • Some Select plans - At no extra cost
  • Plus, Premium, and other Select plans - At a discounted cost 

To get started with Easy Switch, go to the Select plan page and select the Talk to a Specialist button for pricing and coordination help.

 

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.

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