The FreshBooks migration typically takes 1 to 3 business days, depending on your data’s complexity and the size of your accounting records. Our streamlined four-step process ensures timely completion with minimal disruption.

Yes, we prioritize data security by using industry-standard encryption throughout the migration process. Your transactions, invoices, and other sensitive information are protected during transfer and configuration to ensure a safe transition.

We recommend pausing the use of your current software during migration to ensure data accuracy. Our team will guide you on timing to minimize disruptions and ensure a seamless FreshBooks transition.

We migrate essential data, including transactions, invoices, payroll records, and client details. Our process includes data cleansing and custom field mapping to ensure compatibility with FreshBooks’ framework for accurate reporting.

Our testing and validation step ensures issues are identified and resolved before go-live. If problems occur post-migration, our dedicated support team is available to address them promptly, optimizing your FreshBooks experience.

No technical expertise is required. Our certified experts handle every aspect of the migration, from assessment to support, making the process straightforward so you can focus on running your business.

Yes, we configure your FreshBooks account with tailored tax rates, payment methods, and integrations. We also customize your chart of accounts and reports to meet your business’s specific financial reporting needs.

After your FreshBooks account launches, our team offers ongoing support to address questions or issues. We help you optimize usage, ensuring a smooth adaptation to FreshBooks without the need for formal training.