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FreeAgent to QuickBooks Data Conversion

Samuel Eaton, a resident of Los Angeles is a small business owner. He is looking forward to using QuickBooks. The […]


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Samuel Eaton, a resident of Los Angeles is a small business owner. He is looking forward to using QuickBooks. The reason is simple. The simplicity of adding vendors and customers is great in QuickBooks Online. Their uptime is phenomenal and they always send out downtime alerts right away. Like Samuel, there are many business owners, CFOs, and accountants looking to migrate to QuickBooks. Here we will study how to convert FreeAgent to QuickBooks.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

We are writing a series of conversion blogs and believe this might help you streamline the business process.

Let’s face the reality. Most accountants face difficulty in migrating from FreeAgent to QuickBooks Online. Once you complete the migration, setting up and using your new accounting software might be hard. To get out of this procedure as quickly as possible without incurring any more fees or mistakes, you need to set up several bank accounts, clients, customers, vendors, etc., and make sure everything works together properly. Even those who have never used QuickBooks before can use this platform because it is so straightforward and user-friendly.

What is FreeAgent?

The online accounting tool FreeAgent was created to help small business owners in handling their financial administration.

What are the Benefits of Converting FreeAgent to QuickBooks Online?

  • QuickBooks Online has higher availability, performance, and product scalability than FreeAgent.
  • You can get more great insights in QuickBooks Online than in FreeAgent.
  • Customization features are great in QuickBooks online.
  • With QuickBooks Online you can manage your businesses from anywhere.
  • QuickBooks Online has more great features such as creating and sending professional invoice estimates, tracking of payment and recording of sales, P&Ls and Balance Sheets, and customized tax rates for businesses.
  • You can have online collaboration with team members, accountants, etc.

How to Export all Data, Attachments, and Files in your FreeAgent Account?

  • You have to start by selecting Settings from the drop-down menu that is in the top-right corner and then you have to select Export All Data.
  • Next, you have to choose what kind of information you would like to export. You have the option of exporting all of your account information as a spreadsheet file or as a zip archive containing all of your files and attachments.

Account Data

To download your account information as an Excel spreadsheet, choose this option. Some of the following details from your FreeAgent account are included in the spreadsheet:

  • Bank Accounts
  • Payslips
  • Explained bank transactions(the Bank Account Entries tab)
  • Every financial transaction, even those that haven’t been explained (the Bank Account Transactions tab)
  • Projects
  • Contacts
  • Bills
  • Invoices
  • Estimates
  • Tasks
  • Expenses
  • Recurring Invoices
  • Timeslips
  • Only VAT returns with types of the Flat Rate Scheme, Accounting Basis, and Net Liability

Export NI breakdown and other Reports

Year-to-date payroll data can be exported. The export must be completed for month 12 of the applicable tax year in order to guarantee that new beginnings are included and leavers are excluded.

By selecting the appropriate report, you may also export PDFs of your VAT returns, profit and loss report, balance sheet, and trial balance. Check the file once an export is finished to make sure any recently added information has been included.

Files, Receipt Images, and Attachments

To download all the files, photos, and other attachments you’ve uploaded to your FreeAgent account, choose this option. You can download them again from the Your recent data and attachments section after they have been downloaded into a zip file.
We have put together a kit to help you convert FreeAgent to QuickBooks

  • Chart of Accounts (We will create a custom map for your needs)
  • Supplier & Customer Details
  • Opening Account Balances
  • Aged Receivables & Payables
  • Aged Payables
  • Bank Transactions (Includes Bill payments, Invoice payments, and other Bank Transactions)
  • Credit Cards, Notes, and Invoices
  • Bills and Bill credit Detailed
  • All Manual Journals
  • We can activate inactive accounts for your organization on request
  • Our conversion and matching of Reports is done on an accrual basis.
  • Our goal is to give you an accurate representation of your FreeAgent data, but with only a few fields that are different in FreeAgent and QuickBooks Online, we have to make some workarounds.

Have Questions? Speak to us. We are eager to get started on your matter today.

Hope now you have got an idea of how to convert FreeAgent to QuickBooks Online. We have helped many businesses and look forward to assisting you also. Still, if you are facing any kind of issue regarding this then you can connect with Dancing Numbers team via LIVE CHAT.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

Can I Export FreeAgent?

You have the option of exporting all of your account information as a spreadsheet file or as a zip archive containing all of your files and attachments. To download your account information as an Excel spreadsheet, choose this option.

Do both the Software Support Both Online and Desktop Versions?

FreeAgent has a tendency to favor web-based accounting software, while QuickBooks also has desktop and online options. You can select an option that works for your business.

Can I Import Customer Contact from Outlook to QuickBooks Online?

Moving to online accounting is quite easy. QuickBooks Online imports your existing customer contacts from Microsoft Excel®, Outlook, or Gmail.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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