Switch My Books

AccountsIQ to FreshBooks Migration Services

Thinking About Moving from AccountsIQ to FreshBooks? We’ll Help You Do It Right. If AccountsIQ no longer fits the way your business works or feels more complex than it needs to be, switching to FreshBooks could be a better fit. We help businesses move from AccountsIQ to FreshBooks with careful planning. Your financial data will be transferred safely, your reports will stay accurate, and your new system will be ready to handle your daily tasks.

AccountsIQ to FreshBooks

Benefits

Why Switch from AccountsIQ to FreshBooks?

Better Support

Better Support

FreshBooks gives you support through phone, email, and live chat. When something comes up, you’ll be able to talk to someone who can help—not just send a ticket and wait.

Use It Anywhere

Use It Anywhere

With the FreshBooks mobile app, you can send invoices, track spending, and check on your numbers right from your phone. Whether you're working at your desk or out visiting clients, you can stay on top of your accounts.

FreshBooks migration service, FreshBooks dashboard
Grows with You

Grows with You

If AccountsIQ feels too heavy or more than what you need, FreshBooks might be a better match. It works well for both small teams and growing companies, so you don’t feel boxed in as things change.

More Features

More Features

FreshBooks includes tools for tracking time, managing projects, creating repeat invoices, and running reports. It’s all built in—so you don’t have to juggle different apps to get work done.

Expert Data Transfer

What Data Will Transfer from Wave to FreshBooks?

When you move from AccountsIQ to FreshBooks, the main goal is to bring over the important parts of your financial history, so you don’t have to start all over again. We make sure your key accounting data is moved with care, keeping it correct and ready to use inside FreshBooks.

Here’s what we’ll transfer during your AccountsIQ to FreshBooks migration:

Customer & Vendor Details
Customer & Vendor Details

We’ll move all your contacts—including clients and suppliers—along with billing addresses, shipping info, past sales or purchases, and any open balances.

Invoices & Payment Records
Invoices & Payment Records

Your invoice history will come with you. That includes sent invoices, received payments, dates, amounts, methods, and records tied to specific contacts.

Banking Transactions & Reconciliations
Banking Transactions & Reconciliations

We bring over your bank activity, sorted expenses, and reconciliation reports so your books stay in line with what’s on your bank statements.

Chart of Accounts & Opening Balances
Chart of Accounts & Opening Balances

Your full list of accounts—including account numbers, names, and balances—will be rebuilt in FreshBooks to reflect your original setup.

Recurring Invoices & Payment Schedules
Recurring Invoices & Payment Schedules

If you use repeat billing in AccountsIQ, we’ll transfer those schedules and keep them working the same way in FreshBooks.

Tax Rates, Rules & Custom Settings
Tax Rates, Rules & Custom Settings

Your tax rates, rules, invoice terms, and other personalized settings will be copied over, so you don’t lose your current workflow.

Simple Process

4 Simple Steps to Move from AccountsIQ to FreshBooks

01
Assessment & Planning

Assessment & Planning

We start by going over your current setup in AccountsIQ and building a clear plan for your move. This helps avoid mistakes and makes sure nothing important gets left out.

Data Migration

Data Migration

Next, we transfer your accounting data from AccountsIQ to FreshBooks. We check it carefully to make sure everything is accurate and matches up with your records.

02
 FreshBooks Setup

FreshBooks Setup

Once the data is in, we adjust your FreshBooks settings, connect your bank accounts, and make sure your dashboard is ready to use from day one.

3 (2)
Training & Support

Training & Support

After setup, we walk you through how things work in FreshBooks. If questions come up later, we’re here to help with support you can count on.

04

Extra Add ons

More Support to Help You Move from AccountsIQ to FreshBooks

Every business runs a little differently, and sometimes you need more than just a basic migration. That’s why we offer a few extra services to make your move from AccountsIQ to FreshBooks even more complete—whether you’re working locally or across borders.

Global Migration Support

No matter where your business is based, we handle the details—like tax rules, currencies, and regional settings—so everything works the way it should in FreshBooks.

Multi-Currency Migration

If your business deals with different currencies, we’ll bring over those transactions and make sure your new setup in FreshBooks supports international sales, purchases, and reports.

Why Choose Switch My Books?

Certified FreshBooks Experts

Certified FreshBooks Experts

Our team is trained and certified to handle FreshBooks migrations professionally.

Proven Migration Experience

Proven Migration Experience

We’ve successfully migrated thousands of businesses with accuracy and care.

Accurate Data Transfer

Accurate Data Transfer

All your financial data is transferred completely, with no detail missed.

Secure & Compliant Process

Secure & Compliant Process

We use industry-standard security protocols to keep your data safe throughout.

Minimal Business Disruption

Minimal Business Disruption

We manage the migration smoothly, so your operations continue without interruption.

Continued Post-Migration Support

Continued Post-Migration Support

We’re here to support you even after your migration is complete.

Accounting Team

Feeling Held Back by AccountsIQ?

Let’s talk. Book a free consultation and find out how switching from AccountsIQ to FreshBooks can give your business more control and a setup that fits the way you work.

Migration FAQs

Common Questions About Moving from AccountsIQ to FreshBooks

Seamlessly Transition to FreshBooks with Expert Assistance