FreeAgent to QuickBooks Data Conversion
Migrate from FreeAgent to QuickBooks (Desktop or Online) effortlessly with Dancing Numbers Data Conversion Services. Get a dedicated expert with industry knowledge, training services, regular follow-ups and much more.
FreeAgent To QuickBooks Online Data Conversion
In this article, we will discuss the steps to convert FreeAgent to QuickBooks, the benefits of this data transfer, convertible and non-convertible data, prerequisites for data conversion, and more.
FreeAgent is an amazing accounting software, but it’s limited to small business owners, entrepreneurs, accountants, bookkeepers, and freelancers. This is one big reason people try to switch from FreeAgency to QuickBooks.
We will make this process of conversion easier for you. The step-by-step guide mentioned in this article must be followed by FreeAgent Users carefully. We can ensure that there will be no data loss during this process, and the conversion rate will be high. Before you deep dive into this article, make sure you have a backup copy of your company’s data, just to ensure you are not risking any financial records of your company.
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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.
System Requirements for a Successful Data Migration
The minimum requirements of the system for the migration of data from FreeAgent to QuickBooks are explained followed:
1 Operating System
Any one window from any of the three windows i.e Window 8, Window 10, Window 11.
2 Memory (RAM)
Minimum required Random Access Memory is 512 MB.
3 Microsoft .NET Framework
Minimum Version 2.0 is the requirement of the system for the data conversion
4 Processor
Minimum requirement of the processor is 500 MHz Intel Pentium II.
5 Hard Drive
Minimum required available space in the hard drive is 2.5GB.
6 QuickBooks Desktop
Choose any one from four of the QuickBooks Desktop that is QuickBooks Pro, QuickBooks Primer, and QuickBooks Enterprise 16 or higher.
How to Export Data From FreeAgent to QuickBooks Online
We are writing a series of conversion blogs and believe this might help you streamline the business process. Here are the steps for converting data from FreeAgent to QuickBooks Online.
- 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 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.
Entities we can Export from FreeAgent to QuickBooks Online
| FreeAgent Objects | QuickBooks Online Objects | |
|---|---|---|
| Contacts | Customers | |
| Vendors (Contact) | Vendors | |
| Accounts | Accounts | |
| Item Types | Items | |
| Estimates | Estimates | |
| Invoices | Invoices | |
| Invoices Credits | Credit Memos | |
| Expenses | Expenses | |
| Bills | Bills | |
| Bills Credits | Vendor Credits | |
| Banks Transaction | Transactions |
FreeAgent to QuickBooks Online Data Migration with Dancing Numbers
Built on Trust
We make sure that the conversion of your most important business history is flawless and correct. You have to feel confident in the proper migration of all historical data to the new system.
Accelerated Conversions
You have to speed up the time to conversion. Reduce time spent working on two systems at once and do away with double entering. Make sure your system is configured properly, that all tables and databases are operational, and that your bank accounts are linked properly.
Support and Training
Get custom training for your entire staff, including the leadership. Take full advantage of QuickBooks. You will be demonstrated how to use the 150+ pre-built reports and generate custom reports specific to your company.
Customizations
QuickBooks can be made more powerful by adding custom modules, marketplace apps, or open API. Our developers will integrate, install, and customize solutions to your business processes.
Optimizations
You may rely on our professionals to troubleshoot and optimize for consistently excellent performance if you ever feel that your new QuickBooks system is slow or not performing as planned.
Keep Your Past Records
Rest assured that all crucial business historical data will be transferred accurately to the new system, ensuring its seamless integration.
QuickBooks Data Conversion from Various Accounting Software
INDUSTRY EXPERTS
A Trusted Partner Familiar with Your Business and Industry
Our team of consultants at Dancing Numbers has extensive experience working with numerous businesses across various industries. We specialize in customizing QuickBooks and ERP systems to meet the specific requirements of each industry. Whether you own a small retail store, manage an international manufacturing business, operate a residential construction company, practice law, run a software company, or oversee a rapidly expanding nonprofit organization, we have encountered and successfully addressed similar challenges before. Count on us to provide the assistance you need.
Connect with An Expert Now!
In order to ensure a trouble-free experience for users, FreeAgent to QuickBooks Online Data Conversion services must be flawless and exceptionally secure. For prompt assistance and resolution, contact the QB experts if you encounter any difficulties during this process.
Frequently Asked Questions
What is the turnaround time?
Weekend conversions are offered with a turnaround time of 3 to 5 business days.
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 tends 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.
Should I Switch to QuickBooks from FreeAgent?
Yes, you should switch to QuickBooks from FreeAgent because QB is better in terms of performance, feature availability, and product scalability. It will be easier for you to get an analysis of your company’s finances since QB produces automated financial reports. In case you have a small business, and you don’t need automated services, go for FreeAgent.
Will I lose my Company File If I Convert FreeAgent to QuickBooks?
No, you will not lose your current data mentioned in the company file. The process of converting the data if conducted carefully will result in a 100% conversion rate. There are a few non-convertible data, you can later enter the data manually. However, we always advise you to keep an extra copy of your company file to avoid losing data due to system glitches and viruses.
How to Import Data to QuickBooks from FreeAgent?
If you wish to migrate data to QB Desktop, then use the conversion tool, and If you wish to migrate to QB Online, then use DataSwitcher. However, the process of importing data to QuickBooks is even more simplified if you use Dancing Numbers, as it assures a very high conversion rate.
Which data cannot be converted during FreeAgent to QuickBooks Conversion?
Employee Payroll Setup Data, Customer Sales Tax, Fixed Asset Items, Custom templates, Work Tickets, Transactions after the current date, Employee salary deduction information, Employee YTD information, Bank Reconciliation, Serial Numbers, Job Costings, Budgets, Closed/Partially closed orders, Subsets of Data, Attachments, and Estimates are the data that cannot be converted during FreeAgent to QuickBooks Conversion.
How to Export Data from my FreeAgent Account?
To export data from your FreeAgent Account, you must click on ‘Settings’ from the menu bar. Now, you will see a drop-down menu, click on the ‘Export All Data’ option. From the lists, select which data has to be exported, and then hit the Export button.
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