Migrate Sage to FreshBooks

Migrate Sage to FreshBooks


Most invoicing and accounting software solutions aren’t user-friendly, don’t have the tools you need and don’t make it easier to run your business. Refreshingly, FreshBooks walks the talk with intuitive and easy-to-use features and tools. FreshBooks is designed to solve your most significant pain: Billing your clients. Whether you’re self-employed and send a few invoices a month, you run a firm and have to coordinate the creation of invoices involving many people who are tracking their time, or your business creates many invoices and needs the efficiency of advanced payment collection, FreshBooks solves all of your client billing problems. Unlike other accounting software built to solve generic accounting problems for accountants and bookkeepers where billing is an afterthought, FreshBooks is built for business owners who invoice and do many other things for themselves. It focuses all its energy on doing just that. It was designed from the invoice out. It might seem like a slight difference, but it will change your world.

Who is FreshBooks For?

FreshBooks is accounting software built for owners.

  • Freelancers – Bill clients with an accurate account of your work and give them many payment options, so you get paid faster, and clients can pay how they like. Features like recurring invoices, automated payment reminders, and online payments (Direct Debit and credit card) make it easy. Whether you have 5 or 50 clients, FreshBooks helps you track everything client-related. You’ll always know where every account stands—impressing clients and keeping them in the loop. With Estimates, Proposals, Time Tracking, and Client Account Statements, you and your clients will always be in the know. Automatically track things like invoices, payments, mileage, and expenses year-round, so you’re always ready for tax time and government compliant. FreshBooks also integrates with Go Simple Tax, so your self-assessment tax filing has never been more accessible.
  • Self-Employed Professionals – With billing and payments, like direct debits and credit cards, all in one place, everything is organized and easy to track. Things like professional invoices, online payments, and automated payment reminders in FreshBooks make it easy for you and your clients. With every dollar accounted for, you’ll always know where your business stands. FreshBooks shows your profitability, cash flow, and where your money is going with business health and financial reports. With things like Estimates, Proposals, Projects, Time Tracking, Clients Profiles, and Account Statements, FreshBooks makes it easy to stay on top of client work. You are keeping clients informed and impressed.
  • Businesses with Contractors – Use custom permissions to grant contractors and team members access to track time, log expenses, and update projects. Both you and your clients will always be fully informed about projects. By automating your billing cycle, you’ll get paid faster and have more time for clients. Automated invoicing, Direct Debit payments and payment reminders in FreshBooks make billing easier for you and your clients. Tax season can make keeping tidy books a challenge. With your finances all in one place, it’s easy to pull business health, financial reports, or file taxes. You’ll always know how profitable you are if your cash flow flows and where you’re spending the most.
  • Businesses with Employees – With your financials all in one place, it’s easy to do things like manage margins and cash flow or hire staff and plan for the future. FreshBooks’ automated business health reports tell a financial story. Your business can’t grow if your cash doesn’t flow. With automated invoicing and so many easy ways for your clients to pay, FreshBooks puts your billing cycle on autopilot, and it’s all in one place. User permissions in FreshBooks give your team access to help manage your books and invite clients to projects, keeping them engaged and informed. There’s also contractor and accountant access if you need it.
Migrate Sage to FreshBooks
New Accounting Software

Simple Steps to Transition to New Accounting Software

  1. Cutoff Date – A cutoff date is when you start using the new system and retire the old system. You can choose any date for this, but if you have the option to begin on the first of the month, or even better, the first of the year, it will help to keep your finances easier to manage.
  2. Tell Your Accountant – Always keep your accountant up to date about any transition in accounting software. Better yet, have them help pick which accounting software is best for your business. 
  3. Software ShortList – Know what you need before you start looking for new software. Make use of all the free trials and see what feels best for your business. 
  4. IT Infrastructure – Your new software needs to be compatible with your existing hardware, or it’s just not going to work. There are accounting systems that work well on all browsers and don’t have specific hardware requirements. 

Contact websiteTOON Consulting to Migrate to FreshBooks Today!

Would you like to learn more about migrating to FreshBooks from Sage? You can call 647-987-8780 or email info@websitetoon.com for additional information. Schedule your free assessment today!

websiteTOON Consulting also specializes in Waveapps to FreshBooks migration, Quickbooks to FreshBooks migration, Zoho to FreshBooks migration, and Xero to FreshBooks migration.