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FreeAgent To QuickBooks Online Data Conversion

In this article, we will discuss the steps to convert FreeAgent to QuickBooks, the benefits of this data transfer, convertible and non-convertible data, prerequisites for data conversion, and more.

FreeAgent is an amazing accounting software, but it’s limited to small business owners, entrepreneurs, accountants, bookkeepers, and freelancers. This is one big reason people try to switch from FreeAgency to QuickBooks.

We will make this process of conversion easier for you. The step-by-step guide mentioned in this article must be followed by FreeAgent Users carefully. We can ensure that there will be no data loss during this process, and the conversion rate will be high. Before you deep dive into this article, make sure you have a backup copy of your company’s data, just to ensure you are not risking any financial records of your company.

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What are the Benefits of Converting FreeAgent to QuickBooks Online?

QuickBooks Online has higher availability, performance, and product scalability than FreeAgent.
You can get more great insights in QuickBooks Online than in FreeAgent.
Customization features are great in QuickBooks online.
With QuickBooks Online you can manage your businesses from anywhere.
QuickBooks Online has more great features such as creating and sending professional invoice estimates, tracking of payment and recording of sales, P&Ls and Balance Sheets, and customized tax rates for businesses.
You can have online collaboration with team members, accountants, etc.

System Requirements for a Successful Data Migration

The minimum requirements of the system for the migration of data from FreeAgent to QuickBooks are explained followed:

1 Operating System

Any one window from any of the three windows i.e Window 8, Window 10, Window 11.

2 Memory (RAM)

Minimum required Random Access Memory is 512 MB.

3 Microsoft .NET Framework

Minimum Version 2.0 is the requirement of the system for the data conversion

4 Processor

Minimum requirement of the processor is 500 MHz Intel Pentium II.

5 Hard Drive

Minimum required available space in the hard drive is 2.5GB.

6 QuickBooks Desktop

Choose any one from four of the QuickBooks Desktop that is QuickBooks Pro, QuickBooks Primer, and QuickBooks Enterprise 16 or higher.

How to Export Data From FreeAgent to QuickBooks Online

We are writing a series of conversion blogs and believe this might help you streamline the business process. Here are the steps for converting data from FreeAgent to QuickBooks Online.

You have to start by selecting Settings from the drop-down menu that is in the top-right corner and then you have to select Export All Data.
Next, you have to choose what kind of information you would like to export. You have the option of exporting all of your account information as a spreadsheet file or as a zip archive containing all of your files and attachments.

Account Data

To download your account information as an Excel spreadsheet, choose this option. Some of the following details from your FreeAgent account are included in the spreadsheet:

Bank Accounts
Payslips
Explained bank transactions(the Bank Account Entries tab)
Every financial transaction, even those that haven’t been explained (the Bank Account Transactions tab)
Projects
Contacts
Bills
Invoices
Estimates
Tasks
Expenses
Recurring Invoices
Timeslips
Only VAT returns with types of the Flat Rate Scheme, Accounting Basis, and Net Liability

Export NI breakdown and other Reports

Year-to-date payroll data can be exported. The export must be completed for month 12 of the applicable tax year to guarantee that new beginnings are included and leavers are excluded.

By selecting the appropriate report, you may also export PDFs of your VAT returns, profit and loss report, balance sheet, and trial balance. Check the file once an export is finished to make sure any recently added information has been included.

Files, Receipt Images, and Attachments

To download all the files, photos, and other attachments you’ve uploaded to your FreeAgent account, choose this option. You can download them again from the Your Recent Data and Attachments section after they have been downloaded into a zip file.
We have put together a kit to help you convert FreeAgent to QuickBooks.

Chart of Accounts (We will create a custom map for your needs)
Supplier & Customer Details
Opening Account Balances
Aged Receivables & Payables
Aged Payables
Bank Transactions (Includes Bill payments, Invoice payments, and other Bank Transactions)
Credit Cards, Notes, and Invoices
Bills and Bill credit Detailed
All Manual Journals
We can activate inactive accounts for your organization on request
Our conversion and matching of Reports is done on an accrual basis.
Our goal is to give you an accurate representation of your FreeAgent data, but with only a few fields that are different in FreeAgent and QuickBooks Online, we have to make some workarounds.

Entities we can Export from FreeAgent to QuickBooks Online

FreeAgent Objects		QuickBooks Online Objects
Contacts		Customers
Vendors (Contact)		Vendors
Accounts		Accounts
Item Types		Items
Estimates		Estimates
Invoices		Invoices
Invoices Credits		Credit Memos
Expenses		Expenses
Bills		Bills
Bills Credits		Vendor Credits
Banks Transaction		Transactions

FreeAgent to QuickBooks Online Data Migration with Dancing Numbers

Built on Trust

We make sure that the conversion of your most important business history is flawless and correct. You have to feel confident in the proper migration of all historical data to the new system.

Accelerated Conversions

You have to speed up the time to conversion. Reduce time spent working on two systems at once and do away with double entering. Make sure your system is configured properly, that all tables and databases are operational, and that your bank accounts are linked properly.

Support and Training

Get custom training for your entire staff, including the leadership. Take full advantage of QuickBooks. You will be demonstrated how to use the 150+ pre-built reports and generate custom reports specific to your company.

Customizations

QuickBooks can be made more powerful by adding custom modules, marketplace apps, or open API. Our developers will integrate, install, and customize solutions to your business processes.

Optimizations

You may rely on our professionals to troubleshoot and optimize for consistently excellent performance if you ever feel that your new QuickBooks system is slow or not performing as planned.

Keep Your Past Records

Rest assured that all crucial business historical data will be transferred accurately to the new system, ensuring its seamless integration.

QuickBooks Data Conversion from Various Accounting Software

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INDUSTRY EXPERTS

A Trusted Partner Familiar with Your Business and Industry

Our team of consultants at Dancing Numbers has extensive experience working with numerous businesses across various industries. We specialize in customizing QuickBooks and ERP systems to meet the specific requirements of each industry. Whether you own a small retail store, manage an international manufacturing business, operate a residential construction company, practice law, run a software company, or oversee a rapidly expanding nonprofit organization, we have encountered and successfully addressed similar challenges before. Count on us to provide the assistance you need.

Government
Legal
Retail
Real Estate
Finance & Accounting
Marketing & Advertising
Farming, biotechnology &and pharmaceuticals
IT/Computer Services
Construction, Contracting
Energy/Utilities
Engineering
General Business Education
Healthcare/Medical
Health & Beauty
Insurance
Logistics/Transportation
Manufacturing
Media/Publishing
Non-profit

Talk To An Expert

Connect with An Expert Now!

In order to ensure a trouble-free experience for users, Netsuite to QuickBooks Data Conversion services must be flawless and exceptionally secure. For prompt assistance and resolution, contact the QB experts if you encounter any difficulties during this process.

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Frequently Asked Questions

What is the turnaround time?

Weekend conversions are offered with a turnaround time of 3 to 5 business days.

Can I Export FreeAgent?

You have the option of exporting all of your account information as a spreadsheet file or as a zip archive containing all of your files and attachments. To download your account information as an Excel spreadsheet, choose this option.

Do both the Software Support Both Online and Desktop Versions?

FreeAgent tends to favor web-based accounting software, while QuickBooks also has desktop and online options. You can select an option that works for your business.

Can I Import Customer Contact from Outlook to QuickBooks Online?

Moving to online accounting is quite easy. QuickBooks Online imports your existing customer contacts from Microsoft Excel, Outlook, or Gmail.

Should I Switch to QuickBooks from FreeAgent?

Yes, you should switch to QuickBooks from FreeAgent because QB is better in terms of performance, feature availability, and product scalability. It will be easier for you to get an analysis of your company’s finances since QB produces automated financial reports. In case you have a small business, and you don’t need automated services, go for FreeAgent.

Will I lose my Company File If I Convert FreeAgent to QuickBooks?

No, you will not lose your current data mentioned in the company file. The process of converting the data if conducted carefully will result in a 100% conversion rate. There are a few non-convertible data, you can later enter the data manually. However, we always advise you to keep an extra copy of your company file to avoid losing data due to system glitches and viruses.

How to Import Data to QuickBooks from FreeAgent?

If you wish to migrate data to QB Desktop, then use the conversion tool, and If you wish to migrate to QB Online, then use DataSwitcher. However, the process of importing data to QuickBooks is even more simplified if you use Dancing Numbers, as it assures a very high conversion rate.

Which data cannot be converted during FreeAgent to QuickBooks Conversion?

Employee Payroll Setup Data, Customer Sales Tax, Fixed Asset Items, Custom templates, Work Tickets, Transactions after the current date, Employee salary deduction information, Employee YTD information, Bank Reconciliation, Serial Numbers, Job Costings, Budgets, Closed/Partially closed orders, Subsets of Data, Attachments, and Estimates are the data that cannot be converted during FreeAgent to QuickBooks Conversion.

How to Export Data from my FreeAgent Account?

To export data from your FreeAgent Account, you must click on ‘Settings’ from the menu bar. Now, you will see a drop-down menu, click on the ‘Export All Data’ option. From the lists, select which data has to be exported, and then hit the Export button.