Migration guide
How to switch from QuickBooks Online to FreshBooks
A step-by-step playbook for migrating your invoicing data, team, and workflows from QuickBooks Online ($30/mo) to FreshBooks ($19/mo).
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Why teams switch from QuickBooks Online to FreshBooks
QuickBooks Online is strong on industry standard with every accountant and deep reporting, but teams often hit limits on steeper learning curve than freshbooks. FreshBooks addresses this — it's best for solo contractors and small service teams that bill by the job.
From
QuickBooks Online
$30/mo
To
FreshBooks
$19/mo
7-step migration plan
- 1
Export your data from QuickBooks Online (contacts, jobs, invoices, payments) as CSV files.
- 2
Sign up for FreshBooks — most teams use the free trial to test the migration safely.
- 3
Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.
- 4
Import customers and historical jobs into FreshBooks. Match custom fields carefully.
- 5
Run QuickBooks Online and FreshBooks in parallel for 1–2 weeks so your team can validate data.
- 6
Train your office staff and field crews on the new FreshBooks workflows.
- 7
Cancel QuickBooks Online once you've confirmed all reporting and integrations work.
What you'll gain with FreshBooks
- Beautiful, simple invoices
- Great mobile UX
- Solid time tracking and projects
Ready to switch?
Start a free trial of FreshBooks — most teams run it alongside QuickBooks Online for 1–2 weeks before fully cutting over.
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Frequently asked questions
How long does it take to switch from QuickBooks Online to FreshBooks?+
Most teams complete migration in 1–3 weeks: data export, import/cleanup, team training, and a parallel-run period. Larger teams (10+ users) typically need 4–6 weeks.
Can I import my QuickBooks Online data into FreshBooks?+
FreshBooks accepts CSV imports for contacts, jobs, and invoices. Export from QuickBooks Online, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.
Why switch from QuickBooks Online to FreshBooks?+
Common reasons: solo contractors and small service teams that bill by the job. Plus better pricing fit ($19/mo vs $30/mo) and feature differences in invoicing.
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Read more reviews: QuickBooks Online · FreshBooks