FreshBooks has completely rebuilt its software to include more robust features, improved functionality, and the latest technology to help you run your business more smoothly. If you’ve been using FreshBooks Classic and you’ve been notified that your account has been moved over, we can assist in the migration process. Our goal is to make sure your bookkeeping system is working as it should and that all of the information you need is successfully transferred.
FreshBooks Classic is an invoicing software that performs light bookkeeping tasks, while the new FreshBooks is a brand new accounting software built from the ground up. The new FreshBooks is a popular choice amongst entrepreneurs, business owners, freelancers, and self-employed professionals who like the easy-to-use FreshBooks Classic. Some of the benefits of migrating to the new FreshBooks include:
Over 250 new features to simplify bookkeeping tasks
80+ third-party app integrations for an efficient workflow
Faster billing with invoices that can be emailed or mailed to the client
Automated payment collections
Automated recurring invoices
Double-entry accounting
The ability to create proposals
Bank reconciliation
Migrating from FreshBooks Classic to the new FreshBooks is a fairly simple process, but there are some errors that can happen during the transfer. As a certified FreshBooks Partner, Sal can troubleshoot these common migration problems and ensure that your FreshBooks account is set up correctly. A successful FreshBooks migration includes:
This includes any time entries and large projects that may take longer to migrate. Note that these can take up to 24 hours to migrate.
Most of the data will transfer to the new FreshBooks; however, some items need to be manually re-entered, such as custom email templates. You’ll need to reconnect apps, bank accounts, re-invite customers, contractors, and your team.
While there are plenty of resources available that will walk you through troubleshooting migration issues, having an expert by your side can save you time and cuts the guesswork out of solving problems on your own.
After the migration is complete, we compare information to make sure that it matches your FreshBooks Classic account, including company settings and billing due dates.
The way we do business in this digital age makes it easier to invoice, track payments, pay bills, manage projects, and keep our finances organized than ever before. Having the right technology in place allows you to manage your business on the go using any of your mobile devices. FreshBooks app setup streamlines your workflow and keeps your books organized throughout the year. By integrating your business apps to FreshBooks, no transaction is missed, and you have access to your accounting system right at your fingertips.
We make sure that your business apps are set up correctly with FreshBooks for accurate transactions. At Accounting By Sal Corp., we are well-versed in the latest accounting software and technology. We help you identify where you can save time with automation, templates, and integration. Our goal is to help you create a simplified and efficient process with less stress and more time to focus on your business.
FreshBooks integrates with over 80 cloud-based third-party apps that can sync all of your mobile devices. There are many apps to choose from, and we can recommend ones that make sense for your daily operations. Some of the top FreshBooks apps include:
The FreshBooks add-on allows you to manage your clients right from Gmail. Quickly access client billing status, create and send invoices directly from Gmail, and sync your accounts, so FreshBooks updates automatically.
Connect your PayPal account with FreshBooks to easily accept payment directly on an invoice, on your website, social media, or any online payment link. This integration gives customers a seamless experience and helps you keep track of payments as they come.
Automatically sync your clients, orders, items, and payments into FreshBooks. This integration ensures that your business and accounting are all in one place, organized and up-to-date.
These are just a few examples of what FreshBooks app integration can do for your business. Third-party apps can complete virtually any transaction and sync data with Freshbooks, creating a streamlined workflow between your business operations and accounting system. There is no need to toggle between FreshBooks and the app you’re working in – it can be done in one place. All of your data is saved on a secure server that allows you to view your updated information on any device.
Sal was very helpful with questions that I had recently while working in QB. We worked together to problem solve an issue I was having with a client in less than an hour. It was helpful having her screen share so we could discuss and see what I was working on rather than just over the phone or computer with no visual.
Lindsey Simonini
Accounting By Sal Reviews
