FreeAgent To QuickBooks Data Conversion
Contents
- 1 Why Should You Convert From FreeAgent to QuickBooks Desktop?
- 2 Benefits of Using FreeAgent to QuickBooks Data Conversion Services
- 3 What is Converted?
- 4 What We Don't Convert
- 5 System Requirements for a Successful Data Migration
- 6 Operating System
- 7 Processor
- 8 Memory (RAM)
- 9 Microsoft .NET Framework
- 10 FreeAgent
- 11 Hard Drive
- 12 QuickBooks Desktop
- 13 FreeAgent to QuickBooks Data Migration
- 14 With FreeAgent to Quickbooks Data Migration: Do More!
- 15 QuickBooks Data Conversion from Various Accounting Software
- 16 eBetterBooks for Faster FreeAgent to QB Data Migration
- 17 QuickBooks or ERP, Get Customized Solution from eBetterBooks
- 18 Talk to An Expert Now!
- 19 Frequently Asked Questions (FAQs)
Why Should You Convert From FreeAgent to QuickBooks Desktop?
- QuickBooks considered as the #1 accounting and financial software for small businesses globally.
- QuickBooks offers user-friendly interfaces, accessibility, scalability, or enhanced reporting capabilities rather than FreeAgent.
- You can manage you finances and bookkeeping easily using QuickBooks online.
- Free Trial: QuickBooks offers you a free trial to explore with its features before you decide to subscribe. On the other hand, FreeAgent doesn’t have a free trial option.
- Live Chat Support: QuickBooks offers 24/7 live chat support, so you can get real-time assistance form a live person whenever you need it. On the other hand, FreeAgent doesn’t provide any live chat support options.
Benefits of Using FreeAgent to QuickBooks Data Conversion Services
What is Converted?
Lists We Convert
Transactions We Convert
- Chart of Accounts (We do custom mapping as well)
- Customer Details
- Supplier Details
- Opening Account Balances
- Aged Receivables
- Aged Payables
- Bank Transactions (Includes Invoice payments, Bill payments, and other Bank Transactions) (All Bank Transactions will remain unreconciled in QBO and can be reconciled at your end at once by entering opening balance and closing balance. This will be the step in the post-conversion process at your end)
- Credit Card
- Invoices and Credit Notes Detailed
- Bills and Bill credit Detailed
- All Manual Journals
- Inactive Contacts/Accounts can be brought over on special request
- The entire conversion and matching of Reports are done on ACCRUAL Basis.
- We make our best attempt to give you the exact image of your FreeAgent data, however, due to the limitations of few fields which are different in FreeAgent and QBO, we might have to use some workarounds to bring the transactions.
What We Don't Convert
- Budgets
- Track Inventory
- Classes / Job / Department
- Purchase Orders and Sales Estimates
- Fixed Asset
- Expense Claims
- Memorized Transactions
- Payment Terms
- Custom VAT Rates
- Invoice Templates
- Time Sheets
- Repeating Invoices after the “Convert To” date
- Deleted/Void Transactions
- Allocation of Invoices or Bills against credit notes
- Transaction lines with Nil Values
- Sales Rep
- Customer Jobs
- Attachments
- Unreconciled Entry
System Requirements for a Successful Data Migration
Minimum System Requirements for FreeAgent to QuickBooks Data Conversion:
Operating System
- Windows 8, Windows 10, Windows 11
Processor
- 500 MHz Intel Pentium II (Minimum Required)
Memory (RAM)
- 512 MB (Minimum Required)
Microsoft .NET Framework
- Version 2.0 (Minimum Required)
FreeAgent
- Version 2013 or Above
Hard Drive
- 2.5 GB of Free Space (Highly Required)
QuickBooks Desktop
- Pro, Premier or Enterprise 2016 or Higher.
Checklist: Before Beginning with FreeAgent to QuickBooks Data Migration
- Analyze and match your needs with QuickBooks desktop features.
- Use QuickBooks Desktop version 2016 or later before converting your company file. Download the most recent version and update your information for previous versions.
- However, if you don’t know which QuickBooks Desktop version you are currently working on, open QB Desktop and hold down F2 or Ctrl + 1 keys on your keyboard. You will be directed to the Product Information Window. Herein, select Update Now from the Help menu to update QuickBooks Desktop to the newest version.
- Verify that you run your payroll data and reports in advance, as the payroll data may or may not convert automatically.
- You must fix any errors in your QB Desktop inventory before proceeding further with FreeAgent to QuickBooks data conversion. It will prevent you from data loss.
FreeAgent to QuickBooks Data Migration
We make migrating from FreeAgent to QuickBooks easy. Also convert your data within different versions of QuickBooks Premier/ Pro/ Enterprise.
If your current accounting application is not compatible with QuickBooks, no worries! Connect with our data conversion experts.
Step 1: Contact with Our Team
Our experts at eBetterBooks will go through each step of your data conversion, considering the required time and addressing all other essential information for a seamless migration process.
Step 2: Export Data From FreeAgent to Excel or CSV File
- Begin by selecting “Settings” from the drop-down menu located in the top-right corner in FreeAgent software.
- Then, choose “Export All Data” Option.
- Next, you need to specify the type of information you wish to export. You can opt for exporting all your account data in a Excel, CSV file or as a zip archive containing all your files and attachments.
Step 3: Import Data from FreeAgent to QuickBooks
This method is very easy for bringing in info about your products, services, sales tax, and non-inventory items. Before you start, make sure to format the Excel, CSV file for QuickBooks compatibility.
Here’s a straightforward step-by-step guide:
- Download the QuickBooks Import Excel CSV Toolkit from the official Intuit website.
- Select a location to extract files from the executable.
- Run the downloaded setup and install it by following on-screen instructions.
- Open the QuickBooks Import Excel CSV Tool.
- Choose the CSV file you want to import.
- Click on the “Import file” option.
This toolkit makes it easy to transfer large datasets from FreeAgent to QuickBooks Desktop.
With FreeAgent to Quickbooks Data Migration: Do More!
- QuickBooks Data Conversion allows you to easily create and customize invoices and other sales documents.
- You can connect other users to the QuickBooks Online account and give them controlled access.
- It is compatible with Mac and Windows environments, making it easy-to-use software.
- You can start working right away with QB Data Conversion; it does not have a steep learning curve.
QuickBooks Data Conversion from Various Accounting Software
✔️FreeAgent to QuickBooks
✔️FinancialForce to QuickBooks
✔️GNU Cash to QuickBooks
✔️Great Plains to QuickBooks
✔️Intacct to QuickBooks
✔️Infor to QuickBooks
✔️Master Builder to QuickBooks
✔️Maxwell to QuickBooks
MAS 200 to QuickBooks
MAS 500 to QuickBooks
Microsoft Access to QuickBooks
Navision to QuickBooks
Oracle to QuickBooks
Omega to QuickBooks
QuickBooks Pro to Enterprise
QuickBooks Premier to Enterprise
Sage Intacct to QuickBooks
Sage 200 to QuickBooks
Simply Accounting to QuickBooks
eBetterBooks for Faster FreeAgent to QB Data Migration
Faster Conversions
You can speed up the time for FreeAgent to QuickBooks Data conversion, reduce time spent working on two systems at once.
Regular Training
Continued Support
Keep your Historical Data
Extend and Customize QuickBooks
Better System Configuration
QuickBooks or ERP, Get Customized Solution from eBetterBooks
Experts at eBetterBooks specialize in tailoring QuickBooks and ERP systems to meet the specific requirements of each industry, whether you own a small retail store, manage an international manufacturing business, a residential construction company, a law firm, etc. Our several years of experience helps to adapt the software to your needs. We provide the assistance in following sectors:
✔️Accounting & Finance
✔️Agriculture
✔️Advertising & Marketing
✔️Biotech & Pharmaceuticals
✔️Computer Software
✔️Construction & Contracting
✔️Computer / IT Services
✔️Distribution & Wholesale
✔️Education
✔️eCommerce
✔️Engineering
✔️Energy / Utilities
✔️Government
✔️General Business
✔️Healthcare / Medical
✔️Health & Beauty
✔️Insurance
✔️Logistics / Transportation
✔️Legal
✔️Media / Publishing
✔️Manufacturing
✔️Nonprofit
✔️Professional Services
✔️Restaurant / Hospitality
✔️Retail
✔️Real Estate
✔️Telecommunications
FreeAgent to QuickBooks Data Conversion services must be flawless and exceptionally secure to ensure a trouble-free experience for users. If you encounter any difficulties during this process, get in touch with the QB experts at 1-802-778-9005 for prompt assistance and resolution.
Frequently Asked Questions (FAQs)
To export your data, attachments and files from your FreeAgent account:
- Navigate to the top-right corner and click on ‘Settings’ in the drop-down menu.
- Select ‘Export All Data’ to initiate the process.
FreeAgent to QuickBooks data conversion refers to the process of transferring financial data, including customer and supplier details , chart of accounts, and more, from the FreeAgent accounting software to QuickBooks.
You can convert all important data such as Chart of Accounts, Customer Details, Supplier Details, Opening Account Balances, Aged Receivables, Aged Payables from FreeAgent to QuickBooks.
You might need to convert data from FreeAgent to QuickBooks if you’re switching accounting software which need additional features offered by QuickBooks, or are merging with a company that uses QuickBooks.
You need to backup all FreeAgent data to prevent loss before converting from FreeAgent to QuickBooks. Also, you have to review data for accuracy and get familiarized with QuickBooks features and requirements.
Basically you do not lose any important data during the conversion process if it’s done correctly. However, it’s always recommended to back up your data before initiating any conversion process.
The time it takes to convert data from FreeAgent to QuickBooks can vary depending on factors such as the amount of data, the complexity of the data, and the tools used for conversion. It can range from a few hours to several days.
Yes, we allow the mapping of custom chart of accounts from FreeAgent to QuickBooks.
You can contact us at +1-802-778-9005 or send us an email to [email protected] if you have any issues or questions during the data conversion process.
Once you’ve converted your data to QuickBooks, you can no longer actively use FreeAgent for accounting purposes. However, you may still retain access to historical data in FreeAgent for reference purposes.
After completing the data conversion process, it’s essential to thoroughly review the converted data in QuickBooks, reconcile accounts, and perform any necessary adjustments to ensure the accuracy of your financial records. Additionally, you should inform relevant stakeholders within your organization about the switch to QuickBooks and provide any necessary training on using the new software.
If you are looking for affordable accounting services in USA, just get in touch with us at +1-802-778-9005 or drop us an email at [email protected] to connect with our accounting experts.
