Crunch to FreshBooks Migration Services

Thinking About Moving from Crunch to FreshBooks? We’re Here to Help. If Crunch no longer fits how you manage your business finances or you’re looking for something that works better for your current needs, switching to FreshBooks might be the right choice. At Switch My Books, we help businesses move from Crunch to FreshBooks carefully and correctly. We make sure your financial data is transferred securely, your records stay accurate, and your new FreshBooks account is ready to use from day one.

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Benefits

Why Switch from Crunch to FreshBooks?

Better Support

FreshBooks gives you real support when you need it. You can talk to someone by phone, email, or live chat—no waiting around or feeling stuck.

Mobile Friendly

With the FreshBooks mobile app, you can send invoices, log expenses, and check your reports right from your phone. Whether you’re at your desk or on the go, you’re in control.

Grows with You

If Crunch feels like it’s holding you back, FreshBooks gives you the tools to grow. It’s easy enough for small teams but powerful enough to handle more as your business grows.

More Features

FreshBooks brings everything together in one place—time tracking, project tools, recurring billing, and reports you can actually understand.

Expert Data Transfer

What Data Will Transfer from Crunch to FreshBooks?

When moving from Crunch to FreshBooks, our goal is simple: carry over what matters most so you don’t have to start all over again. We make sure your key financial data is moved correctly, stays accurate, and works right inside your new FreshBooks account.

Here’s what we’ll bring across during your migration:

Customer & Vendor Details

We’ll move all your clients and suppliers, including contact details, billing addresses, past invoices, and any unpaid balances.

Invoices & Payment Records

Every invoice you’ve sent and all the payments you’ve received will be copied over—along with payment dates, amounts, methods, and links to the right customers or suppliers.

Banking Transactions & Reconciliations

Your bank feed history, expense categories, and reconciliation records will be brought into FreshBooks, so your books stay clean and ready for review.

Chart of Accounts & Opening Balances

We’ll match your full chart of accounts—account names, codes, and balances—so your setup in FreshBooks lines up with how you’ve been working in Crunch.

Recurring Invoices & Payment Schedules

If you have automatic billing set up in Crunch, we’ll bring those schedules into FreshBooks, so you don’t lose any ongoing payments.

Tax Rates, Rules & Custom Settings

Your tax rates, invoice terms, and other settings you rely on will be recreated in FreshBooks, so you can keep working the way you’re used to.

Simple Process

4 Easy Working Steps

We keep the process clear and stress-free. Here’s how we handle your Crunch to FreshBooks migration:

Assessment & Planning

We review your Crunch account and plan the best way to move your data into FreshBooks, based on how you work and what you need.

Data Migration

Your key financial data—like customers, invoices, and transactions—is carefully transferred and double-checked for accuracy.

FreshBooks Setup

We set up your FreshBooks account, including custom settings, tax rules, and bank connections—so you're ready to go.

Training & Support

We walk you through how to use FreshBooks and offer support even after the migration is done.

Extra Add ons

Additional Help to Make Your Move Even Better

Every business works a little differently, and sometimes you need more than just the basics. That’s why we offer extra support options—so your Crunch to FreshBooks migration fits exactly what you need, no matter where you’re based or how you do business.

Global Migration Support

Whether your business is local or operates across borders, we’ll handle your migration with all the right tax settings, currency preferences, and country-specific details taken care of.

Multi-Currency Migration

Got international clients or vendors? We’ll move over all your foreign currency transactions and set up FreshBooks so it works for your global business.

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 Crunch?

Let’s talk. Book a free consultation today and find out how switching from Crunch to FreshBooks can give you better control and more freedom to run your business your way.