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sophiaduffy
Level 1

Is it possible to import data from Freshbooks into Quickbooks?

 
3 Comments
Adrian_A
Moderator

Is it possible to import data from Freshbooks into Quickbooks?

Hello there, sophiaduffy.

 

QuickBooks Self-Employed is designed for a small business. That said, we can only import bank transactions using CSV (Comma-Separated Values) file. You can check with Freshbooks if you can get a CSV file of your bank transactions.

 

Once you're ready to import, you can do it by clicking the Gear icon, Then, select Imports.

 

 

Feel free to check these articles that talks about importing in QuickBooks Self-Employed:

 

 

I'm just around if there's anything that I can help. Thanks for dropping by!

Fiat Lux - ASIA
Level 15

Is it possible to import data from Freshbooks into Quickbooks?

@sophiaduffy 

QBSE has limited feature to import data transactions from Freshbooks.

https://support.freshbooks.com/hc/en-us/articles/[removed]-How-do-I-export-my-data-out-of-FreshBooks...

 

I would recommend using QB Online than QB SE for your case.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

You may utilize a 3rd party importer tool to speed up your work.

https://transactionpro.grsm.io/qbo

 

As another option, purchase our conversion service from Freshbooks to QB Online.

Dancing Numbers
Level 2

Is it possible to import data from Freshbooks into Quickbooks?

@sophiaduffy 

Yes, its possible. You have to export the data from Freshbooks in excel format. Then you have to import Freshbooks excel file in QuickBooks using Dancing Numbers Importer.

 

You just have to upload the file then map its fields. Review the data and then click on import button. The import is done automatically with accurate data and saves you a lot of time.

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