FreshBooks to Xero Migration: Transition with Confidence
Switch from FreshBooks to Xero’s intuitive, cloud-based accounting platform with Switch My Books’s expert migration services. Our fast, accurate, and reliable process ensures your financial data is securely transferred, tailored to meet the needs of global businesses. Request your free quote today!
Steps
Our Migration Process
Our smart, modern approach ensures your move from FreshBooks to Xero is quick and accurate, with minimal disruption.
Planning
We review your FreshBooks setup and business needs to create a custom migration plan.
Data Extraction
We securely pull your data, including accounts, transactions, and contacts, from FreshBooks.
Mapping & Conversion
Your data is carefully mapped to Xero, preserving multicurrency and tax settings.
Import & Testing
We import your data to Xero, run thorough checks, and provide support to ensure everything works.
Benefits of Migrating from FreshBooks to Xero
Simpler Accounting
Xero’s intuitive design streamlines daily tasks, saving time over FreshBooks’ limited automation.
Cost Efficiency
Xero’s budget-friendly plans lower software expenses for small and mid-sized businesses.
Instant Analytics
Access real-time financial reports and dashboards, surpassing FreshBooks’ slower insights.
Global Scalability
Xero’s multicurrency features and integrations empower seamless international business growth.
Why More Businesses Are Choosing Xero over FreshBooks
Xero provides a more powerful and flexible alternative to FreshBooks’ simpler invoicing-focused platform. See how they compare:
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Feature
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Xero
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FreshBooks
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|---|---|---|
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Ease of Use
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Simple, intuitive interface
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Simple but limited functionality
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Pricing
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Affordable plans for SMBs
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Lower cost, fewer features
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Multicurrency Support
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Built-in, easy to manage
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Limited, basic support
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Integrations
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800+ apps (e.g., Stripe, HubSpot)
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Fewer, invoicing-focused apps
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Reporting
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Real-time, customizable reports
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Basic reports, less flexibility
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Scalability
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Ideal for SMBs and growing firms
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Best for freelancers, small firms
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What's Included in Our FreshBooks to Xero Migration Services
We provide a thorough and precise transfer of your financial data, encompassing all essential elements of your accounting system. Here’s what’s included in your migration:
Chart of Accounts
We transfer your full account structure, including account codes, names, types, and hierarchies, ensuring your financial framework remains consistent in Xero.
Customers & Suppliers
All contact information, billing and shipping details, tax settings, and payment terms for clients and vendors are migrated to maintain uninterrupted business relationships.
Invoices & Bills
Historical and outstanding invoices and bills are moved with complete line-item details, dates, references, and tax data to preserve your transactional records.
Payments & Credits
We migrate your payment history, including applied and unapplied payments, client credits, vendor refunds, and any pending balances for accuracy.
Bank Transactions & Reconciliations
All past bank transactions, including reconciled entries and statement imports, are transferred to ensure a clear and continuous financial audit trail.
Journals & Adjustments
General ledger journals, manual adjustments, and recurring entries are migrated to maintain consistency and accuracy in your financial records.
Payroll Data (if applicable)
Employee details, wage information, payment history, deductions, tax records, and year-to-date payroll data are imported to comply with reporting requirements.
Attachments & Notes (if supported)
Supporting files like receipts, agreements, and transaction or contact notes are transferred to retain critical context and historical information.
Free Checklist Download:
“How to Prepare for Your Software Migration”
Global Xero Migration Experts
At Switch My Books, we specialize in helping businesses worldwide switch to Xero. Our team excels in:
Multicurrency Migrations
Accurate conversions for global transactions, supporting currencies like USD, EUR, GBP, and AUD.
Regional Compliance
Configuring tax settings (e.g., VAT, GST) to meet local regulations in the UK, Australia, and beyond.
Complex Setups
Handling multi-entity businesses, group structures, and custom workflows from FreshBooks.
With clients in the US, UK, Australia, and more, we’re your trusted partner for global Xero migrations.
Types of Businesses We Convert to Xero from FreshBooks
Xero provides a more robust and scalable alternative to FreshBooks’ invoicing-focused platform. See which businesses we support:
Small Businesses
SMBs looking for advanced, cost-efficient accounting tools.
E-commerce
Online stores requiring seamless inventory and currency features.
Professional Services
Consultants and agencies needing comprehensive invoicing solutions.
Freelancers
Solo entrepreneurs transitioning from basic invoicing to full accounting.
Why Businesses Trust Switch My Books
When it comes to migrating your accounting software, you need a trusted partner who guarantees accuracy, security, and efficiency. Switch My Books offers expert migration services tailored to your business’s needs, ensuring a seamless transition with minimal disruption. Here’s why businesses rely on us for their software migration:
Certified Advisors
Our certified specialists ensure smooth, expert-led migrations with maximum efficiency.
100% Data Accuracy Guarantee
We ensure every figure is transferred correctly, or we make it right.
Secure & Compliant Transfer
Our processes comply with GDPR and SOC 2 standards, protecting your sensitive data.
Fast Turnaround Time
Most migrations are completed within 1-3 business days to minimize operational disruption.
Custom Mapping
We tailor migrations to fit your unique data structures and custom fields
Dedicated Support
Our experts guide you every step of the way, from assessment to post-migration verification.
Ready to Switch to Xero?
Don’t let complex accounting slow you down. Move from FreshBooks to Xero with our expert migration services. Get a free consultation and start saving time and money today!
Frequently Asked Questions
Most migrations take 1-4 weeks, depending on data volume and complexity. We work quickly to minimize downtime and get you up and running.
Yes, we use secure, encrypted processes and comply with GDPR and SOC 2 standards to protect your data.
Absolutely. We specialize in multicurrency migrations, ensuring accurate currency conversions and compliance with global regulations.
We provide tailored Xero training and ongoing support to help your team master the platform and integrate add-ons.
Yes, we transfer historical transactions, financial records, and other data, ensuring a complete and accurate migration.
Seamlessly Transition to Xero with Expert Assistance
Our Xero Migration Services are designed to simplify the process of switching to Xero, ensuring that your financial data is accurately transferred, securely managed, and fully operational. Whether you are migrating from legacy software, cloud-based platforms, or custom accounting solutions, our team of experts ensures a smooth transition tailored to your unique business needs. Below is a list of migration services we offer:
- GoDaddy to Xero
- Kashflow to Xero
- Kashoo to Xero
- MYOB to Xero
- MYOB Advanced to Xero
- Microsoft Dynamics Business to Xero
- Microsoft Dynamics NAV to Xero
- NetSuite to Xero
- Odoo to Xero
- Pandle to Xero
- Pegasus Opera 3 to Xero
- Quicken to Xero
- Quickfile to Xero
- QuickBooks to Xero
- QuickBooks Online to Xero
- QuickBooks Desktop to Xero
- QuickBooks Enterprise to Xero
- Reckon to Xero
- Reviso to Xero
- SAP Business One to Xero
- Sage to Xero
- Sage Business Cloud to Xero
- Sage Intacct to Xero
- Sage 50 to Xero
- Sage 100 to Xero
- Sage 200 to Xero
- Sage 300 to Xero
- Twinfield to Xero
- VT Software to Xero
- Wave to Xero
- Xledger to Xero
- ZohoBooks to Xero
- ZipBooks to Xero
Let us handle your Xero migration and take the stress out of switching platforms. Reach out today to get started!