Switch from FreshBooks

FreshBooks exports clients, items and a few reports as CSV. Pop Books accepts .csv and .xlsx from FreshBooks.

What to export

1. Open Clients and download the list as CSV.
2. Open your items list and export it as CSV if offered, or copy it and use Paste from a spreadsheet.
3. Open Reports, then Accounting, then Trial Balance (only if your plan has it). Set the date to your cut-over date and export as CSV.
4. For open invoices, open Reports, then Accounts Aging (or Invoice Details), filter to unpaid and export as CSV.

FreshBooks does not list open bills here. Enter any unpaid supplier bills by hand, or use the trial balance to carry the total.

Then, in Pop Books

1. Choose Switch from… in the side rail and pick FreshBooks.
2. Drop in your files, or paste cells. Pop Books checks the columns and shows what it found. You can change any match.
3. Choose your cut-over date. This is the day you start in Pop Books.
4. Choose what to bring in. Balances at the cut-over date is recommended. Full general ledger history brings in every journal.
5. Run the dry run. It shows what would come in and any rows to look at. Nothing is written.
6. Choose Bring it in.
7. Download the proof check (PDF). It sets the old trial balance next to the new one at the cut-over date and lists any difference.

Good to know

• You can choose Undo this switch for 30 days. Documents are voided and entries reversed. The history keeps both.
• Credit notes and partly paid documents are not brought in as documents. They are listed as rows to look at.
• Menu names change between releases of FreshBooks. If a name differs, look for the closest one.
• No real export from FreshBooks has been tried yet. The steps come from its documentation.
• Pop Books never signs in to FreshBooks and makes no network call to it.