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.
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.
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.
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.
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.
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:
We’ll move all your contacts—including clients and suppliers—along with billing addresses, shipping info, past sales or purchases, and any open balances.
Your invoice history will come with you. That includes sent invoices, received payments, dates, amounts, methods, and records tied to specific contacts.
We bring over your bank activity, sorted expenses, and reconciliation reports so your books stay in line with what’s on your bank statements.
Your full list of accounts—including account numbers, names, and balances—will be rebuilt in FreshBooks to reflect your original setup.
If you use repeat billing in AccountsIQ, we’ll transfer those schedules and keep them working the same way in FreshBooks.
Your tax rates, rules, invoice terms, and other personalized settings will be copied over, so you don’t lose your current workflow.
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.
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.
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.
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.
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.
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.
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.
Our team is trained and certified to handle FreshBooks migrations professionally.
We’ve successfully migrated thousands of businesses with accuracy and care.
All your financial data is transferred completely, with no detail missed.
We use industry-standard security protocols to keep your data safe throughout.
We manage the migration smoothly, so your operations continue without interruption.
We’re here to support you even after your migration is complete.
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.
Most migrations are completed within 1 to 2 weeks, depending on how much data you have and how your current system is set up. We'll give you a clear timeline after the initial review.
Yes. We handle your data with care, using secure methods to make sure everything stays protected during the move from AccountsIQ to FreshBooks.
In most cases, yes. You can continue working in AccountsIQ while we prepare and move your data. We’ll coordinate the switch-over so there’s as little disruption as possible.
Yes. If you work with different currencies, we can move those records and set up FreshBooks to handle your international transactions.
We’re here for you even after the migration is done. If you have questions or run into issues, you can reach out for continued support.
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