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FreeAgent to QuickBooks Data Conversion

Migrate your business and financial data seamlessly from FreeAgent to QuickBooks Pro, Premier, or Enterprise with eBetterBooks, eliminating any hassles in the process.

QuickBooks data conversion

Switch from FreeAgent to QuickBooks for Driving
Business Growth Efficiency

QuickBooks empowers businesses to maintain precise records, ensuring accurate financial reporting and analysis. Its user-friendly interface caters to both accounting and non-accounting professionals alike. 

Seamlessly integrating with various programs, QuickBooks facilitates smooth data exchange and workflow automation. With a plethora of ready-to-use templates, users can effortlessly create invoices, spreadsheets, charts, and business plans. 

Moreover, QuickBooks offers many convenient features, such as Check Signing, that streamlines the payment process and increases security measures. By automating tasks which are associated with tracking expenses and bills, QuickBooks crucially lowers manual work and minimizes errors.  

Dive into Digital Accounting Innovation with FreeAgent to QuickBooks Migration

  • Streamlines Accounting Processes

    QuickBooks automates many accounting tasks, such as invoicing, bill payments, and bank reconciliation, saving time and reducing manual errors.

  • Facilitates Financial Management

    It provides tools to track income, expenses, and cash flow, allowing businesses to monitor their financial health easily.

  • Provides Real-time Insights into Business Performance

    QuickBooks generates reports and dashboards that offer up-to-date information on key metrics, enabling informed decision-making.

  • Simplifies Tax-preparation

    The software organizes financial data and generates tax reports, making it easier for businesses to prepare and file their taxes accurately and on time.

  • Offers Scalability to Accommodate Business Growth

    QuickBooks can adapt to the changing needs of a growing business, handling increased transactions and adding new features as necessary.

  • Enhances Collaboration

    QuickBooks allows multiple users to access and work on financial data simultaneously, promoting collaboration among team members and accountants.

Which Data Can be Converted from FreeAgent To QuickBooks

Our conversion specialists work 24*7 to provide your more flexible and swift QuickBooks data conversion services under your budget. Here is the list of elements we can migrate for you:

Icon Chart of Accounts (We do custom mapping as well)

Icon Customer Details

Icon Supplier Details

Icon Opening Account Balances

Icon Aged Receivables

Icon Aged Payables

Construction

Which Data Cannot be Converted from FreeAgent To QuickBooks

At eBetterBooks, we make sure that all your data gets migrated easily without any interference. Unfortunately, there is some info which cannot be transferred directly to QuickBooks because of some compatibility issues.

Icon Budgets

Icon Track Inventory

Icon Classes / Job / Department

Icon Purchase Orders and Sales Estimates

Icon Fixed Asset

Icon Expense Claims

Icon Memorized Transactions

Icon Payment Terms

Icon Custom VAT Rates

Icon Invoice Templates

Icon Time Sheets

Icon Repeating Invoices after the “Convert To” date

Icon Deleted/Void Transactions

Icon Allocation of Invoices or Bills against credit notes

Icon Transaction lines with Nil Values

Icon Sales Rep

Icon Customer Jobs

Icon Attachments

Icon Unreconciled Entry

FreeAgent to QuickBooks - Speedy and Secure Data Migration

Sign up and move from FreeAgent to QuickBooks with a high level of accuracy and minimum migration cost. Clean up, repair and migrate your historical transaction data for better compliance and analysis.

At eBetterBooks, we deliver precise & efficient QuickBooks data conversion for FreeAgent:

Icon Assessing your needs

Icon Preparing your data

Icon Mapping old FreeAgent data to new QuickBooks fields

Icon QuickBooks configuration, verification, and testing

Make Informed Choice Switch From FreeAgent to QuickBooks

Pros Cons

FreeAgent Pros:

  • Customer Support
  • Security Measures
  • Client Management Tools
  • Comprehensive Reporting
  • Integration Capabilities
     

QuickBooks Pros:

  • User-friendly Interface
  • Good Accounting Reports
  • Customized invoices and forms
  • Budget-friendly
  • On-time Support
  • Lower Upfront Cost
  • Offline mode accessibility
  •  

FreeAgent cons:

  • Limited Customization Options
  • Basic Features for Larger Businesses
  • Higher Pricing
  • Learning curve

 

QuickBooks cons:

  • Limited Collaboration
  • Compatibility Issues
  • Platform dependency
  • Basic Reporting Features

Need Assistance to Choose the Right QuickBooks Version? Talk to Our Specialists!

Our service providers at eBetterBooks ensures that you make a well informed decision when migrating from FreeAgent to QuickBooks, ensuring continuity with your evolving business needs. Choose QuickBooks for being highly customizable, QuickBooks Premier for advanced and custom reporting or QuickBooks Enterprise which supports a large number of users and transactions. 

Get Free Consultation

FreeAgent to QuickBooks Develop your Team with Our
Post-Conversion Support

1

We ensure that you receive training sessions which are required to utilize the new software.

2

Get round the clock guidance from our support channels for any issue related to the conversion.

3

Our conversion specialists make sure that you receive a speedy transition without any data loss.

4

We provide helpful documentation and resources to users for navigating the new software more effectively.

5

Our conversion experts prompt you to share post-conversion feedback and reviews to rectify areas for enhancement.

Make your Move Easy with eBetterBooks QuickBooks
Data Conversion Services

Sit back and relax, our service providers convert your crucial data within no time.

E

Expertise in FreeAgent to QuickBooks data conversion sets us apart. With our dedicated team members, we guarantee comprehensive s and reliability in every aspect of your data conversion process.

A

Accurate FreeAgent to QuickBooks data conversion is our speciality. We apply a thorough evaluation process to ensure every transaction is accurately mapped and transferred.

S

Seamless FreeAgent to QuickBooks data conversion is our expertise. From evaluation to implementation, every step is carefully followed so that your data can never be compromised and you can get the best data conversion experience ever.

Y

Year-round FreeAgent to QuickBooks data conversion is our commitment. We work tirelessly to provide uninterrupted service and ensure a smooth and convenient data transition practice for our clients.

Checklist: FreeAgent to QuickBooks Data Conversion

Things you do for your business!

Icon Check QuickBooks Desktop Variant or Version You Want to Convert to.

Icon Identify the number of users and stakeholders

Icon Any specific features/ requirements you are looking for?

Icon Make a note of the accounting system (accrual or cash-based) in use.

Icon Using multi-currency invoices.

Icon Linking bank accounts, credit cards, and payment gateways.

Icon Need to control authorizations for accessing accounting data.

Icon Switch to Single-user or Multi-user environments.

Icon Go for any QuickBooks integrations.

  • Payroll
  • Time tracking

Icon Is there any need for inventory management?

Icon Make a note of minimum system requirements (in case of QuickBooks Desktop)

Icon Mark any historical data you want to move to QuickBooks desktop. 

Icon Check your data file/ Company file.

Icon Extract tax information and any previously generated audit reports.

Icon Expected timeframe for the conversion process.

Icon Create a backup of the existing accounting data.

14 Days Data Recovery Warranty

At eBetterBooks we know how important your data is for your business growth, so our team here prioritizes the safety, security and integrity of your data. During the conversion, if your data disappeared ,we make sure that it gets recovered within 14 days and keep our assurance for better business productivity.

What you can Look for After FreeAgent to
QuickBooks Conversion

1

After the conversion, you will receive an email with the subject header “Your Conversion is Ready to Review.”

2

You have only 72 hours to review and approve your conversion.

3

Match your data with the reports you exported earlier to our team. Once the transition is over, our dedicated experts will provide:

  • A QuickBooks backup file (.qbb) for easy restoration on your system. 
  • Check all your transactions are marked up as reconciled. If any transaction is not supported in QuickBooks, we’ll provide standard workarounds and post-conversion instructions. 
  • Get a detailed post-conversion checklist to make your transition faster or smoother. 
  • We ensure journal entries are linked to their respective invoices and bills so that your trial balance isn’t affected after the migration.
QuickBooks Conversion Expectations

FreeAgent to QuickBooks Data Conversion Process

Let our experts assist you with simplifying your conversion from one software to another.

Phase 1:

Know your Business needs

Our team of QuickBooks data conversion experts is here to streamline your transition. We’ll meticulously evaluate your existing accounting system (FreeAgent ), assess data structures, examine technical specifications, and understand your unique requirements.

Phase 2:

Prepare data for Migration

Choose the QuickBooks edition that best suits your business needs – Pro, Premiere, or Enterprise. Our team will smoothly migrate essential data like Accounts Receivable, Accounts Payable, P&L statements, and balance sheets. Trust us for a meticulous conversion process, guaranteeing accuracy and eliminating errors.

Phase 3:

Informed Decision Making

During the migration from FreeAgent to QuickBooks, if any uncertainties arise, our specialized QuickBooks data conversion expert will guide you in choosing the most suitable version. They will consider factors such as your business requirements, team size, and future growth plans. Whether you need a desktop or online solution, single-user or multi-user access, PC or network compatibility, or even payroll or point-of-sale features, our experts will ensure that you make an informed decision tailored to your unique needs.

Phase 4:

Mapping data to QuickBooks Fields

Mapping the data from FreeAgent to the corresponding fields in QuickBooks. The data that is identified to be transferred (Balance Sheets, Income Statements, Payroll Database, Invoices, Accounts Receivables, Accounts Payables, expense reports, reconciliations, and any other data needed to be converted), will be sorted and experts will ensure that data categories align accurately to avoid discrepancies and redundancy.

Phase 5:

Conversion, Verification and Testing

Our team of in-house full-time programmers takes charge of the data conversion process from start to finish. They meticulously initiate and monitor the entire process, addressing any issues or errors to ensure flawless functionality. Once the new system is in place, we conduct thorough checks to verify the integrity and accuracy of your financial transactions and reports. If you need additional data transferred or want to expand the scope, we’re ready to repeat the process to meet your satisfaction.

Phase 6:

Team Trainings & Follow-ups

Our highly-skilled staff to shorten the learning curve for your team and make sure they know the functionalities, navigations, or features of your new system. For this, we conduct special training sessions for them so they can help you to manage workflows, set up basic configurations, charts of accounts and integrations and try to make your move complete and successful. We aim to make things work for you in an efficient manner.

Phase 7:

Post-Conversion Support & Optimization

Experts will review all your unresolved queries and optimize your workflow, system, software, etc. for improved efficiency. They’ll ensure that users are comfortable or happy with the new QuickBooks setup and they don’t have to encounter any problem meanwhile or after the migration process. We give our best to meet your expectations within the promised time-period.

FreeAgent to QuickBooks Conversion: Work Around

Switch from FreeAgent to QuickBooks with evaluating, implementing and optimizing the right QuickBooks solution for your business.

Icon Sub Accounts in FreeAgent become Independent Accounts in QuickBooks Desktop (QBD).

Icon Inactive Accounts in FreeAgent become Active in QBD during conversion.

Icon Open Receivable/Payable Invoices in QuickBooks show only unpaid balances.

Icon Custom Sales Tax Rates transform into standard rates with a separate “Tax Adjustment” entry in QuickBooks Desktop

Icon Inter Bank Transfers convert via Clearing Account in QuickBooks Desktop

Icon System Accounts like Retained Earnings, VAT Control Account used in QuickBooks Desktop

Icon Inventory Details import as “non-inventory” types in QuickBooks Desktop ; manually change to “Inventory” type post-migration.

Icon In multi-currency files, QuickBooks Desktop applies the same exchange rate for all accounts, potentially affecting trial balance.

Icon Rounding may differ between QuickBooks Desktop and Sage due to precision techniques.

Icon Dummy numbers (e.g., Bill1, Inv1) used for Blank Bill and Invoice reference numbers.

Icon In case of duplicate reference numbers, transaction numbers or unique characters are added.

Icon QuickBooks Desktop limits Reference numbers to 20 characters; longer numbers are trimmed.

Minimum System Requirements For FreeAgent to
QuickBooks Conversion

Ensure seamless data transfer by understanding system requirements for compatibility and smooth migration.

Operating System Compatibility

Ensure your system runs on Windows 8, Windows 10, or Windows 11 to support the conversion process.

Processor Requirement

Your system should have a minimum of 500 MHz Intel Pentium II processor to handle the conversion tasks efficiently.

Memory (RAM) Requirement

Maintain at least 512 MB of RAM to support the conversion process and prevent system slowdowns.

Microsoft .NET Framework

Make sure your system has Microsoft .NET Framework Version 2.0 installed, as it is a minimum requirement for compatibility.

Sage 300 Construction

Ensure you are using Sage 300 Construction Version 2013 or above to facilitate the conversion process without compatibility issues.

Hard Drive Space

Allocate a minimum of 2.5 GB of free space on your hard drive to accommodate the conversion files and ensure smooth operation.

FAQs

FreeAgents to QuickBooks data conversion is defined as the process of migrating financial data, including chart of accounts, customer and supplier details, and more, from the FreeAgent accounting software to QuickBooks.

You can export all your account information as a spreadsheet file or a zip archive containing all of your files and attachments.

You might need the conversion from FreeAgent to QuickBooks if you're moving from accounting software that needs more features offered by QuickBooks, or are collaborating with a company that uses QuickBooks.

Once your data has been converted to QuickBooks, you can’t use FreeAgent for accounting purposes. However, you have the option to access historical data in FreeAgent for reference purposes.

You’re required to backup all the data from FreeAgent to prevent loss before the conversion. Also, you need to check data for accuracy and get familiarized with the QuickBooks requirements and features.