Epicor ERP to FreshBooks Migration Services

Ready to Move On from Epicor ERP? We’re Here to Help.

If Epicor ERP feels too complex for what you need now or doesn’t match how your business runs anymore, switching to FreshBooks might be the right choice. We help businesses move from Epicor ERP to FreshBooks with attention to detail—keeping your financial data safe, your reports accurate, and your new system ready to handle your day-to-day work.

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Benefits

Why Move from Epicor ERP to FreshBooks?

Better Support

FreshBooks gives you access to fast, friendly support through phone, email, or live chat. So if something comes up, you won’t be stuck waiting for answers.

Mobile Friendly

Whether you're at your desk or out meeting clients, FreshBooks’ mobile app makes it simple to send invoices, log expenses, and check in on your accounts from your phone.

Grows with You

FreshBooks is built for growing businesses. If Epicor ERP feels too heavy for where you are today, FreshBooks gives you room to manage your books without getting bogged down.

More Features

From tracking time and managing projects to setting up recurring invoices and running reports—FreshBooks has the tools you need, all in one place.

Expert Data Transfer

What Data Will Transfer from Epicor ERP to FreshBooks?

When switching from Epicor ERP to FreshBooks, the goal is to move over the important stuff—so you don’t have to rebuild things from the ground up. We carefully move your key financial data to make sure your records stay accurate and ready to use in FreshBooks.

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

Customer & Vendor Details

We’ll transfer your full list of customers and suppliers, including billing and shipping details, transaction history, and any unpaid balances.

Invoices & Payment Records

All of your sent invoices and received payments will come over—along with dates, payment methods, amounts, and links to the right contacts.

Banking Transactions & Reconciliations

We’ll carry over your bank feeds, categorized expenses, and reconciliation records so your books stay consistent and organized.

Chart of Accounts & Opening Balances

Your full account setup—names, codes, and balances—will be recreated in FreshBooks so you’re not starting from scratch.

Recurring Invoices & Payment Schedules

If you’ve set up recurring invoices or automated billing in Epicor ERP, we’ll bring those across to keep your billing cycle going without disruption.

Tax Rates, Rules & Custom Settings

Your tax rates, invoice terms, and other system preferences will be matched inside FreshBooks to reflect how you currently run things.

Simple Process

4 Simple Steps to Move from Epicor ERP to FreshBooks

Assessment & Planning

We start by understanding how you're using Epicor ERP and plan the best way to move everything over to FreshBooks.

Data Migration

Your key financial data—like customers, invoices, payments, and accounts—gets carefully transferred and double-checked for accuracy.

FreshBooks Setup

We’ll help you configure your FreshBooks account, set up preferences, and connect your bank accounts so everything’s ready to go.

Training & Support

Once you're set up, we’ll show you how everything works and stay available for support whenever you need it.

Extra Add ons

Optional Services to Support Your Epicor ERP to FreshBooks Move

Every business runs a little differently, and sometimes you might need more than just a standard migration. That’s why we offer a few extra services to make your switch from Epicor ERP to FreshBooks even more complete—no matter where you do business or how complex your setup is.

Global Migration Support

Whether your team is local or spread across countries, we can handle currency settings, tax structures, and regional preferences to match your business.

Multi-Currency Migration

If you deal with customers or vendors in other currencies, we’ll bring over all those records and set up FreshBooks to support your global activity properly.

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 Epicor ERP?

Let’s chat. Book a free consultation and find out how switching from Epicor ERP to FreshBooks can give you more control, better visibility, and a setup that fits the way you actually work.