Acumatica to FreshBooks Migration Services

Thinking About Switching from Acumatica to FreshBooks? Let’s Make It Happen.

If Acumatica feels like more than you need or it’s no longer working the way your business runs today, moving to FreshBooks could be the right step forward. We help businesses move from Acumatica to FreshBooks with care, making sure your financial data is moved securely, your records stay accurate, and your new setup is ready for everyday use.

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Benefits

Why Switch from Acumatica to FreshBooks?

Better Support

FreshBooks offers responsive support by phone, email, and live chat—so when you’ve got a question, there’s someone on the other side ready to help.

Works Anywhere

With FreshBooks’ mobile app, you can send invoices, track expenses, or check reports right from your phone—whether you're in the office or on the move.

Grows with You

FreshBooks fits small teams and expanding businesses alike. If Acumatica feels too complex for where you are now, FreshBooks gives you the flexibility to manage your finances without the extra layers.

More Features

FreshBooks includes helpful features like time tracking, project collaboration, recurring invoices, and in-depth reporting—all in one place.

Expert Data Transfer

What Data Will Transfer from Acumatica to FreshBooks?

When you move from Acumatica to FreshBooks, the goal is simple: bring over what matters so you can keep running your business without having to start from scratch. We carefully migrate your core accounting data to make sure everything stays accurate and usable inside FreshBooks.

Here’s what we’ll carry over during your migration:

Customer & Vendor Details

All your contacts—clients and suppliers—along with billing and shipping details, past transactions, and any outstanding balances.

Invoices & Payment Records

Every invoice you've sent and payment you've received, including dates, amounts, payment methods, and historical activity linked to customers or vendors.

Banking Transactions & Reconciliations

We move your bank feeds, categorized expenses, and reconciliation records so your books stay aligned and audit-ready.

Chart of Accounts & Opening Balances

Your full account structure, including account names, numbers, and balances, will be replicated to match your financial setup.

Recurring Invoices & Payment Schedules

If you use recurring billing in Acumatica, we’ll bring over your invoice schedules and automation rules to keep things running without interruptions.

Tax Rates, Rules & Custom Settings

Your tax settings, invoice terms, and other personalized configurations will be re-created to reflect how you currently work.

Simple Process

4 Easy Working Steps

Assessment & Planning

Review Acumatica and plan your migration strategy.

Data Migration

Transfer and verify all financial data carefully.

FreshBooks Setup

Customizesettings and connect bank accounts.

Training & Support

Provide guidance and ongoing support.

Extra Add ons

Additional Services to Make Your Move Even Easier

We know that every business is unique, and sometimes, a little extra help goes a long way. That’s why we offer additional support to make sure your transition from Acumatica to FreshBooks is smooth, no matter where you’re located or how you operate.

Global Migration Support

Whether local or international, we handle your migration—currencies, taxes, and preferences—so you don’t have to.

Multi-Currency Migration

We migrate all your foreign currency transactions and configure FreshBooks to support smooth international business operations.

Why Choose Switch My Books?

Certified FreshBooks Experts

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

Proven Migration Experience

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

Accurate Data Transfer

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

Secure & Compliant Process

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

Minimal Business Disruption

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

Continued Post-Migration Support

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

Feeling Held Back by Acumatica?

Let’s talk. Book a free consultation today and see how moving from Acumatica to FreshBooks can give your business more flexibility and better day-to-day control.