Bench to FreshBooks Migration Services

Thinking About Switching from Bench to FreshBooks? We’ve Got You Covered. If Bench doesn’t align with how your business runs today—or you’re looking for more hands-on tools—moving to FreshBooks can be a smart step. We help businesses shift from Bench to FreshBooks carefully, making sure your financial data stays safe, accurate, and fully set up for your daily operations.

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Benefits

Why Move from Bench to FreshBooks?

Better Support

FreshBooks gives you real support when you need it—through phone, email, or live chat. You're never stuck waiting for help.

Access from Anywhere

Using FreshBooks’ mobile app, you can check reports, log expenses, or send invoices on the go—whether you’re at your desk or out meeting clients.

Grows with You

FreshBooks works well for small businesses and growing teams. If Bench feels too limited or hands-off, FreshBooks gives you more control over your finances.

More Features

With FreshBooks, you get useful features like time tracking, team projects, recurring billing, and clear financial reports—all in one dashboard.

Expert Data Transfer

What Moves from Bench to FreshBooks?

When shifting from Bench to FreshBooks, the goal is clear: keep the essential data so your business can continue running smoothly. We take care to move your financial details with accuracy, making sure your setup in FreshBooks is ready to go from day one.

Here’s what we’ll transfer:

Customer & Vendor Details

Client and supplier contacts, including addresses, transaction history, and outstanding amounts.

Invoices & Payment Records

All sent invoices and recorded payments—dates, totals, methods, and links to customer records.

Banking Transactions & Reconciliations

Bank connections, categorized expenses, and reconciliation records to keep your books clean and consistent.

Chart of Accounts & Opening Balances

Your full account list, with names, numbers, and balances carried over to match your current structure.

Recurring Invoices & Payment Schedules

Active invoice schedules and billing rules will be migrated so you don’t miss a cycle.

Tax Rates, Rules & Custom Settings

Your custom tax rates, terms, and other accounting settings will be recreated in FreshBooks.

Simple Process

How We Move You from Bench to FreshBooks

Assessment & Planning

We assess your Bench setup and map out the migration process tailored to your needs.

Data Migration

Your key accounting data is moved securely and double-checked for accuracy.

FreshBooks Setup

We configure your FreshBooks account, including settings and bank connections.

Training & Support

You’ll get support to get started with FreshBooks and ongoing help when you need it.

Extra Add ons

Add-On Services for Your Bench to FreshBooks Move

Not every migration is the same—and that’s okay. If your business needs a little more support, we offer extra services to make the transition work better for you.