How to transfer freshBooks to QuickBooks?


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FreshBooks is an internet-based accounting software that helps in accounting and auditing. However, it is well suitable for independent businesses or entrepreneurs but as your business grows, you might need to think of switching. For individual contractors or entrepreneurs, FreshBooks is just a savior that helps in keeping track of transactions, sending or receiving invoices, fixing appointments, etc. it’s just that these features are only limited to individual workers. So, you eventually have to start looking for an alternative for your growing businesses’ accounting needs. As you research, you will find many different software. One such is QuickBooks. In this article, we’ll learn about how one can migrate FreshBooks to QuickBooks.

Slowly and eventually your business will grow and FreshBooks with its features limited to small businesses, will become unsuitable. You longer be able to adjust and manage your finances with these features. Gradually you’ll start to look for alternatives.

QuickBooks is one of the top results you will find in researching. It is amongst the best accounting software. It offers a wide variety of features at an affordable price. QuickBooks is more suitable for growing businesses and can handle the finances of any business regardless of its size.

freshbooks to quickbooks

Let’s Know More About QuickBooks Before Switching FreshBooks To QuickBooks    

Advantages of QuickBooks

QuickBooks is among the top accounting pros for a reason. It is already specified that it offers a wide variety of features suitable for all business sizes. Let’s have a look at what advantages you get when you transfer FreshBooks to QuickBooks:

  • QuickBooks is a fast software with easy installation.
  • You’ll need zero to the least required training to operate QuickBooks. It is very easy to run.
  • QuickBooks is a best alternative to FreshBooks.
  • QuickBooks automatically customizes the application key as per your requirements when you enter the details of your business.
  • This application is attractive and has a user-friendly interface.
  • It helps tackle all of your accounting tasks and even generates reports for the same like P & L statements.
  • You can set dates as per your own needs.
  • QuickBooks also offers easy editing of forms and bills.
  • You can either create a invoices and forms or QuickBooks also offers a variety of templates you can use. These templates can also be customized.
  • QuickBooks also offers you to operate on a multi-user network therefore you need not send reports via email. 

Disadvantages of QuickBooks

When talking about switching from FreshBooks to QuickBooks, you’ll need to know all aspects of QuickBooks. Having said that, let’s take a look at the cons of using QuickBooks and whether is QuickBooks really worth it.

  • QuickBooks does not provide certain business-specific features like barcode scanning.
  • You cannot generate reports apart from accounting.
  • You receive various glitches or errors for even the simplest misconfiguration. This error causes abruption and crashes the software if not resolved.
  • Built for small to midsize businesses. Does not suit large businesses.
  • You need to perform a lot of tasks manually.

Things to Keep in Mind

  • You cannot use a single subscription for multiple businesses. You’ll need a separate subscription for a separate business.
  • QuickBooks offers a total of five packages depending on the size of your business.
  1. QuickBooks self-employed–  $15/month
  2. QuickBooks simple start- $30/month
  3. QuickBooks essentials- $55/month
  4. QuickBooks plus- $85/month
  5. QuickBooks advanced- $200/month

What is The Need to Transfer FreshBooks to QuickBooks?

Transfer FreshBooks to QuickBooks

Before making such a big decision to convert FreshBooks to QuickBooks online, you’ll definitely want to know if it is all worth it. What’s a better way to know the worth of something than looking at the perks it offers. Let’s have a look at the advantages of migrate FreshBooks to QuickBooks.

  • Stock Record

In case you came across QuickBooks previously and gave it a pass, you might want to retry using it. The new version of QuickBooks allows you to scan and keep a record of the receipts in the warehouse management application. This application is available for Android users who can manage their inventories by keeping track of all receipts and their data. Moreover, you can also track all the orders via this app.

  • User-Friendly Interface

FreshBooks, as already mentioned, offers limited features restricted for freelancers and solo businesses. QuickBooks, on the other hand, offers a wide variety of features and packages depending on the size of your business (you can select packages yourself). Moreover, with regular QuickBooks updates, the interface is easy to access and easier to understand. Thus, it requires minimal to no training to operate QuickBooks.

  • Flexibility

QuickBooks is considered flexible as it can be operated by any business regardless of the thing they deal in. Whether it’s products or service, QuickBooks work well with any of the above. Besides, FreshBooks only offers simple accounting tools for small businesses, individual entrepreneurs, or freelancers. The growth of the company brings in more and more accounting requirements which can be achieved by shifting from FreshBooks to QuickBooks.

  • Reporting

While making any business decision, you’ll need an accurate report that helps in analyzing properly. With different QuickBooks reporting tools and analytics QuickBooks present accurate reports as per your finances. These reporting tools generate such precise reports and sub-reports that assist very well in comprehending financial information and other important aspects of the business.

  • Combining

FreshBooks offers a limited number of features that only a freelancer or individual can operate. However, QuickBooks presents you with an interface of more than 400 combinations of different features and characteristics that make it accessible to any business size.

  • Easy Accessibility

QuickBooks can be easily accessed from anywhere and anytime. With its mobile version, it can now be used on computers as well as mobile. FreshBooks, on one hand, is an internet-based software for the accounting needs of small businesses and freelancers. The target audience of QuickBooks covers almost all professions and businesses regardless of their size. Whether it is wholesalers or manufacturers or even retailers, QuickBooks provides top-notch services to all fields.

  • Bookkeeping

You can easily track your accounts via QuickBooks. It offers double-entry accounting features meaning both debit and credit are tracked and kept a record loans in QuickBooks. This helps in better financial management and keeping track of cash flow. Moreover, automatic accounting in QuickBooks helps in reducing the time consumed and also makes it simpler to track both credit and debit sides, keeping a good balance.

Steps to Migrate FreshBooks to QuickBooks

Steps to Migrate FreshBooks to QuickBooks

If you’re reading this, it means you have finally made your choice knowing all the aspects of QuickBooks. You have decided to convert FreshBooks to QuickBooks online. The steps to migrate FreshBooks to QuickBooks are very simple, but you need to follow them with utmost care.

  • Step 1: Initially you’ll have to back up your data or manage expense report so that it is not harmed or lost in the process. Alternatively, you can import a duplicate copy rather than the original before you start. It is better if you perform both methods. The same is recommended by professionals as well.
  • Step 2: FreshBooks and QuickBooks are totally different applications. This software do not engage directly. You’ll need a third-party application to transfer FreshBooks to QuickBooks. You can select Excel or a CSV file to first export FreshBooks data into and then import the file into QuickBooks.
  • Step 3: In order to get details of finances, you can get it from the bank into QuickBooks. QuickBooks will record all the entries and transactions on its own.
  • Step 4: You can also use other apps to get similar results.

Wrapping Up!

In our opinion, QuickBooks has always delivered more than its states. Therefore, if you choose QuickBooks as your alternative this guide will be very helpful. This article is loaded with information about QuickBooks including its pros and cons. These details will help you make a good decision about whether or not to select QuickBooks. Moreover, the advantages always overshadow the disadvantages in the case of QuickBooks. Therefore, one thing is certain you will not regret shifting from import QuickBooks to FreshBooks.

QuickBooks has 24 hours of customer service, therefore, you can contact for support at any time you wish. Everything else is mentioned in the guide above. We hope this info. helped you make your decision in switching from FreshBooks to QuickBooks.

Frequently Asked Questions

Q.1 : How do FreshBooks compare to QuickBooks?

A: FreshBooks is an accounting app with features limited to freelancers and individual business owners. QuickBooks, on the other hand, supports different sizes of businesses with five different packages. QuickBooks offers a wide variety of features including advanced ones whereas FreshBooks features are very simplified and limited.

Q.2 : How to import invoices from FreshBooks to QuickBooks online?

  • Backup your data
  • Export invoice to excel or CSV file.
  • Import that files into QuickBooks.

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