Exact to FreshBooks Migration Services

Ready to Move from Exact to FreshBooks? We’re Here to Help.

If Exact is no longer working the way your business needs or feels too complex for your daily tasks, switching to FreshBooks might be a better fit. At Switch My Books, we help businesses move from Exact to FreshBooks by transferring their financial data safely, setting up their new system properly, and making sure everything is ready for regular use.

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Benefits

Why Make the Switch from Exact to FreshBooks?

Better Support

FreshBooks offers quick and friendly help through phone, email, or live chat. You’ll always find someone ready to answer your questions.

Mobile Friendly

With the FreshBooks mobile app, you can send invoices, record expenses, and check reports—whether you’re in the office or on the go.

Grows with You

FreshBooks is a great match for both small businesses and growing teams. If Exact feels too heavy for what you need now, FreshBooks gives you tools that make sense for your day-to-day work.

More Features

FreshBooks comes with useful features like time tracking, recurring invoices, project tracking, and built-in reports to help you manage your business all in one place.

Expert Data Transfer

What Data Will Transfer from Exact to FreshBooks?

When moving from Exact to FreshBooks, we make sure to bring over the most important details—so you don’t lose valuable records and can keep your operations running smoothly. We handle your core accounting data with care and accuracy.

Here’s what we include in your migration:

Customer & Vendor Details

We carry over your full contact list, including clients and vendors, along with billing and shipping info, payment history, and any unpaid balances.

Invoices & Payment Records

All past invoices and payment activity, including dates, amounts, and payment methods, will be imported to FreshBooks.

Banking Transactions & Reconciliations

Your bank feeds, categorized transactions, and reconciliation records are moved so your books stay up to date and ready for review.

Chart of Accounts & Opening Balances

We rebuild your account structure in FreshBooks—keeping the same account names, codes, and balances to reflect your existing setup.

Recurring Invoices & Payment Schedules

If you use recurring billing in Exact, we bring over the schedule and rules so they continue without interruption.

Tax Rates, Rules & Custom Settings

We copy your tax rates, invoice terms, and other settings to match the way you currently work.

Simple Process

How the Exact to FreshBooks Migration Works

Assessment & Planning

We review your Exact setup and plan the move carefully.

Data Migration

We transfer your financial data securely and check for accuracy.

FreshBooks Setup

We customize your new FreshBooks account and connect your bank accounts.

Training & Support

We guide you through using FreshBooks and offer ongoing support after migration.

Extra Add ons

Additional Services to Make Your Move Even Easier

We understand that each business is different. That’s why we offer optional services to support your Exact to FreshBooks migration based on your location, setup, or special needs.

Global Migration Support

No matter where you’re based, we handle your data—including tax rules, currencies, and settings that match your region.

Multi-Currency Migration

We move your foreign currency records and set up FreshBooks to manage your international payments 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.

Still Using Exact but Thinking About a Change?

Let’s chat. Book a free consultation and see how moving from Exact to FreshBooks can help you work more comfortably and keep better control of your finances.