FreshBooks to Sage Migration

Upgrade from FreshBooks to Sage with ease.

Switch My Books handles your migration securely and accurately, so you can enjoy Sage’s powerful features without the hassle. Fast, reliable, and stress-free—get back to business while we take care of the books.

Book a Discovery Call

Why Move from FreshBooks to Sage?

FreshBooks is a solid choice for freelancers and small teams—but as your business grows, so do your needs. If you’re finding that FreshBooks can’t keep up with more complex reporting, multi-entity management, or deeper financial insights, it might be time for an upgrade.

Sage, with powerful solutions like Sage Intacct, is designed to support growing businesses. It offers advanced accounting features, better automation, and scalability that FreshBooks just can’t match. Whether you need improved reporting, stronger financial controls, or tools that grow with you, Sage delivers.

At Switch My Books, we make the move from FreshBooks to Sage easy. Our team handles every part of the migration—securely transferring your data, preserving accuracy, and minimizing disruption. We tailor the process to your business, so you’re not just switching software—you’re setting the stage for smarter growth.

Let us do the heavy lifting so you can focus on what matters most: building your business.

Lets talk

Benefits of Choosing Sage Over FreshBooks

If you’re outgrowing FreshBooks, you’re not alone. While it’s great for freelancers and small teams, Sage offers the power and flexibility growing businesses need. Here’s why making the switch could be the right move:

Built for Growth

FreshBooks handles the basics well—but Sage, especially platforms like Sage Intacct, is built to support more complex operations, growing teams, and multi-entity management.

Smarter Pricing as You Scale

Sage’s pricing is designed to grow with you. Its per-user model often works out more cost-effectively as your team expands and your needs become more advanced.

Industry-Specific Features

From professional services to product-based businesses, Sage offers tailored tools to match your industry something FreshBooks isn’t built to handle at scale.

Advanced Financial Reporting

Sage offers deep, customizable reporting with tools like Intelligent GL™ and multi-dimensional analysis giving you real-time insights that go far beyond what FreshBooks can provide.

A More Powerful Platform

Sage combines automation, audit trails, better integrations, and advanced permissions—delivering a professional-grade accounting experience that supports smart decision-making.

Switch My Books can help you migrate from FreshBooks to Sage with zero stress. We handle the process from start to finish accurately, securely, and with minimal disruption so you can get back to business, better equipped than ever.

See if Sage is right for you.

FreshBooks vs. Sage: What’s the Difference?

Outgrowing FreshBooks? Here’s a quick look at how it stacks up against Sage—and why Sage might be the better fit as your business grows:

Feature	FreshBooks	Sage
Scalability	Great for freelancers and small teams	Built for growing and mid-sized businesses
Reporting	Basic reports and insights	Advanced, customizable, real-time reporting
Multi-Entity Support	Limited	Strong support for multiple entities and locations
Industry Fit	General use, mostly service-based	Tailored solutions for various industries
Integrations	Decent, mostly for small tools	Deep integrations with business-critical systems
User Access	Simple permissions	Advanced role-based access and audit trails
Automation	Some automation features	Robust automation and workflows

This comparison highlights Sage’s strengths in user-based pricing and industry-specific tools, which may align better with your goals.

Our Five-Step Migration Process

Switch My Books follows a structured, efficient process to ensure your FreshBooks to Sage migration is accurate, timely, and tailored to your business needs:

This enhanced process minimizes disruptions, ensures data integrity, and helps your business operate effectively on Sage from day one.

Discover our migration process.

Migrate to Sage

What’s Included in Your Sage Migration.

Our FreshBooks to Sage migration service covers all critical financial data, ensuring nothing is left behind:

Chart of Accounts

Account structures, codes, and hierarchies from FreshBooks are fully mapped to Sage.

Customers & Suppliers

Contact details, addresses, tax settings, and payment terms are transferred accurately.

Invoices & Bills

Historical and open transactions, including line-item details, are moved to Sage.

Payments & Credits

Applied and unapplied payments, credits, and refunds are included.

Bank Transactions

Historical and reconciled bank data are transferred to maintain continuity.

Journals & Adjustments

Manual entries and corrections from FreshBooks are preserved in Sage.

Payroll Data (if applicable)

Employee profiles, salaries, and tax filings are migrated.

Attachments & Notes

Supporting documents and notes are transferred where supported by Sage.

Why Businesses Trust Switch My Books

With over a decade of experience, Switch My Books is the trusted choice for FreshBooks to Sage migrations. Here’s what sets us apart:

Proven Expertise

Our team of certified accountants and migration specialists ensures a flawless transition to Sage, backed by years of experience.

Customized Approach

We tailor each migration to your business’s unique needs, ensuring a perfect fit with Sage.

Zero Downtime

Our efficient process keeps your business running smoothly during the migration.

Dedicated Support

From planning to post-migration, our team provides ongoing assistance to ensure success.

Additional Benefits of Sage

Migrating to Sage offers long-term advantages for your business:

These benefits can drive up to 250% ROI and 65% productivity gains, as reported by businesses using Sage.

Take the Next Step

Thinking about switching from FreshBooks to Sage but worried about the hassle? With Switch My Books, the process is smooth, secure, and stress-free. Businesses that make the move with us have seen up to 250% ROI and 65% increases in productivity. We handle everything—from data transfer to setup—so you can start using Sage’s powerful tools without missing a beat. Book your free consultation today and see why so many growing businesses trust us to help them make the leap.

Book a Discovery Call