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FreshBooks to QuickBooks Online Migration

FreshBooks to QuickBooks Online Migration

FreshBooks is great for invoicing. When a service business needs fuller accounting, payroll or better reports, we move clients, invoices and history into QuickBooks Online and set it up properly.

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What We Move Over

Real_Time_Access

Clients

Client records with contact details.

Automatic_Updates

Invoices and Payments

Open invoices and invoice history.

Enhanced_Collaboration

Expenses

Expenses and their categories.

Integrations

Services and Items

Services with rates and income accounts.

Data security

Chart of Accounts

A full chart of accounts built for the business.

Simplified_Transactions

Bank Feeds

Bank and card accounts connected.

Financial_Insights

What Needs Care

FreshBooks and QuickBooks Online handle time tracking and projects differently. We agree what history moves and how projects are set up before we start.

Cost_Effective

Clean Handoff

Notes and training so your team can carry on without gaps.

Why Businesses Are Leaving FreshBooks

Common reasons we hear:

  • The business needs fuller accounting and reporting
  • Payroll and bill pay are now needed
  • The accountant or bookkeeper works in QuickBooks
  • More apps connect to QuickBooks Online

How It Works

Data_Integrity_and_Completeness

1. Discovery Call

We look at your FreshBooks data, how much history you have and what you want from QuickBooks Online.

Customization_and_Configuration

2. Fixed Quote

You get a written scope, timeline and price.

Backup_and_Security

3. Extract and Clean

We pull the data out of FreshBooks and fix problems before it moves.

Training_and_Support

4. Migration

We map the data into QuickBooks Online and connect banks and payroll.

Integration_with_Third_party_Applications

5. Tie Out and Handoff

We confirm the numbers match, then hand everything to you or your bookkeeper.

How long does it take? Most projects take 2 to 4 weeks, depending on how many years of history you bring over and the condition of the data. We agree a cutover date up front so there is no gap in your books.

Questions People Ask

Can you move my invoice history?

Yes. Tell us how far back you need.

We set up time tracking in QuickBooks Online or a connected app and agree what history to keep.

Only that invoices look a little different. We can match your branding in QuickBooks Online.

Yes. We work white label for many bookkeeping firms and hand the finished file straight back to you.

Why Choose True Tally Services?

  • 25+ Years of Data Integration: Old, custom and unsupported systems are routine for us.
  • Built for Bookkeepers: Many firms use us white label.
  • Fixed Pricing: You get a written scope and price before we start.
  • Numbers That Match: Every project ends with a tie out report and a clean handoff.

Ready to Move Off the Desktop?

Tell us what you use today and where you want to be. We will reply within one business day. Book a call.