Many FreshBooks customers have service-based businesses that have them constantly on the go. Vendors: Import Vendors using the steps outlined here. Tax Number – Government-registered tax number.Then send this from your owner’s email (that matches your account) with written permission for us to upload. Taxes: For Taxes, you can put together a CSV file for each type of data with the required columns below first. Items: Import Items using the steps outlined here. NOTE: If you choose a Select Plan, your information will be migrated for you by one of our account specialists.īelow are the types of data FreshBooks can import:Ĭlients: Clients can be imported using the steps here yourself.Įxpenses: You can now import Expenses yourself with the steps here. For Taxes, you can email us the below details, and we’ll take care of it for you. If you’re not a fan of manual entry, Clients, Expenses, and Items can be imported by you with the steps below.

When setting up a FreshBooks account, you can start fresh, or transfer over existing data from any previous software like QuickBooks, HoneyBook QuickBooks Online, Zoho Books, or Xero.

Quickbooks desktop app discontinued