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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
    • 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
  • Taxes - Create your own CSV file with the below information and send it to our Support team directly to have it imported in for you:
    • Required Fields
      • Tax Name - i.e. 'HST'
      • Percentage - i.e. '13' for a 13% tax
    • Optional Fields
      • Tax Number - Government-registered tax number
  • Transactions for Bank Reconciliation
    • 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

 

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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