Sage X3 to FreshBooks Migration Service

Ready to Move from Sage X3 to FreshBooks? We Can Help.

If you’re feeling limited by Sage X3 and want accounting software that fits your growing business, switching to FreshBooks is a smart choice. We specialize in helping businesses like yours migrate from Sage X3 to FreshBooks, making sure your data moves safely and your new system is set up just right.

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Benefits

Why Switch from Sage X3 to FreshBooks?

Better Support

FreshBooks offers phone, email, and live chat support, so you get help when you need it.

Mobile Friendly

Manage your accounting on the go with a fully functional app.

Grows with You

FreshBooks adapts as your business expands, unlike Sage x3 limited options.

More Features

Time tracking, project management, automated invoices, and detailed reports.

Expert Data Transfer

What Data Will Transfer from Sage X3 to FreshBooks?

We ensure that all your critical financial and business information is accurately and securely transferred, so you can pick up right where you left off, without missing a beat. Below is a comprehensive list of the data that will be migrated during your transition:

Customer & Vendor Details

All client and supplier records, including names, contact information, billing/shipping addresses, account histories, and outstanding balances.

Invoices & Payment Records

Complete invoice data, including issued invoices, bills, due dates, payment statuses, and historical payment activity tied to customers and vendors.

Banking Transactions & Reconciliations

All linked bank account activity, imported transactions, categorized expenses, and completed bank reconciliations for accurate financial reporting.

Chart of Accounts & Opening Balances

Your full accounting framework, including account types, codes, and starting balances, is required to maintain consistency in your financial reporting structure.

Recurring Invoices & Payment Schedules

Active recurring invoices with associated frequencies, automation settings, and linked payment schedules to avoid disruption in billing cycles.

Tax Rates, Rules & Custom Settings

All configured tax rates, tax rules, and any customized settings—such as invoice templates and payment terms—to preserve your existing workflows.

Simple Process

4 Easy Working Steps

Assessment & Planning

Review Sage X3 and plan your migration strategy.

Data Migration

Transfer and verify all financial data carefully.

FreshBooks Setup

Customizesettings and connect bank accounts.

Training & Support

Provide guidance and ongoing support.

Extra Add ons

Additional Services to Make Your Move Even Easier

We know that every business is unique, and sometimes, a little extra help goes a long way. That’s why we offer additional support to make sure your transition from Sage X3 to FreshBooks is smooth, no matter where you’re located or how you operate.

Global Migration Support

Whether local or international, we handle your migration—currencies, taxes, and preferences—so you don’t have to.

Multi-Currency Migration

We migrate all your foreign currency transactions and configure FreshBooks to support smooth international business operations.

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.

Get Started Today

Don’t let Sage X3’s limitations hold your business back.
Contact us for a complimentary consultation and discover how switching from Sage X3 to FreshBooks can help your business operate more efficiently.