Many FreshBooks customers have service-based businesses that have them constantly on the go.

Vendors: Import Vendors using the steps outlined here.Ībsolutely – as FreshBooks is a cloud based accounting solution. – VAT Number – Government-registered tax number Then send this from your account with written permission for us to upload. VAT: For VAT, 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 our excellent customer support the details below 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 accounting software solutions like Xero, QuickBooks Online, Zoho Books, or Invoice2Go.

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