Not all accounting software options allow you to bring your software along with you while serving billable clients.įreshBooks offers mobile access with iOS (iPhone Mobile) and Android Mobile apps that let you painlessly invoice your clients and track expenses wherever and whenever you need to. 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.
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