Switch from ClearBooks to FreshBooks, The Smarter Accounting Move

Ready for a change from ClearBooks? We safely transfer your data to FreshBooks, customize your setup, and ensure everything is ready so you can start working quickly and confidently without disruption.

Book a Discovery Call

Benefits

Why Switch from ClearBooks to FreshBooks?

Better Support

FreshBooks provides quick help via phone, email, and live chat—so your questions get answered fast.

Mobile Friendly

Use the FreshBooks app to send invoices, track expenses, or view reports from anywhere—office or on the go.

Grows with You

FreshBooks suits small teams and growing businesses. If ClearBooks feels limiting, FreshBooks offers more flexible finance management.

More Features

FreshBooks includes time tracking, project collaboration, recurring billing, and detailed reports—all in one platform.

Expert Data Transfer

What Data Will Transfer from ClearBooks to FreshBooks?

When switching from ClearBooks to FreshBooks, we focus on moving what’s essential so your business runs smoothly without restarting. We carefully migrate your key accounting data to keep everything accurate and ready to use in FreshBooks.

Here’s what gets transferred during your migration:

Customer & Vendor Details

All your contacts—clients and suppliers—including billing/shipping info, past transactions, and outstanding balances.

Invoices & Payment Records

All invoices sent and payments received, with dates, amounts, payment methods, and customer/vendor history.

Banking Transactions & Reconciliations

Your bank feeds, categorized expenses, and reconciliation records to keep your books balanced and audit-ready.

Chart of Accounts & Opening Balances

Complete account structure, with account names, numbers, and balances mirrored exactly.

Recurring Invoices & Payment Schedules

Existing recurring billing schedules and automation rules will be moved to maintain billing continuity.

Tax Rates, Rules & Custom Settings

Your tax setups, invoice terms, and custom preferences recreated to fit your current workflow.

Simple Process

4 Simple Steps to Move from ClearBooks to FreshBooks

Assessment & Planning

Evaluate your ClearBooks data and design a tailored migration plan.

Data Migration

Securely transfer and validate all your financial information.

FreshBooks Setup

Customize settings and link your bank accounts for smooth operations.

Training & Support

Offer ongoing assistance and training to help you settle in.

Extra Add ons

Services to Simplify Your ClearBooks to FreshBooks Move

Every business has its own needs. That’s why we provide extra support to ensure your ClearBooks to FreshBooks migration is seamless, no matter your location or business type.

Global Migration Support

Whether you operate locally or globally, we manage your migration—handling currencies, tax rules, and preferences—so you don’t have to worry.

Multi-Currency Migration

We transfer all your international currency transactions and set up FreshBooks to support your global business effortlessly.

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 Stuck with ClearBooks?

Unlock your business’s true potential! Book a free consultation now and discover how switching from ClearBooks to FreshBooks can boost your flexibility and simplify daily financial control.