Migrating from QuickBooks to FreshBooks or Xero: What to Expect
If QuickBooks no longer feels like the right fit, you’re not alone. Many small businesses are switching to platforms like Xero or FreshBooks for simpler invoicing, unlimited users, or better cloud-based functionality.
Download Our Free Brochure →But how do you move your books without losing data, confusing your CPA, or spending weeks manually exporting spreadsheets?
That’s where Remote Books Online comes in. We’ve helped hundreds of businesses migrate out of QuickBooks – and keep their books clean throughout the transition.
Why Businesses Switch From QuickBooks
- You’re a freelancer or consultant who finds QuickBooks too complex
- You’re moving your operations fully online and want a cloud-native tool
- You need unlimited users (Xero) or better client invoicing (FreshBooks)
- QuickBooks costs have climbed with multiple add-ons
- Your current system is bloated or underutilized
Xero: Why Businesses Make the Move
Good for: Agencies, online service businesses, remote teams
Benefits:
- Unlimited users on all plans
- Excellent app ecosystem
- Streamlined bank reconciliation
- Simple user interface
Gotchas: Reporting less detailed than QuickBooks, limited native payroll
FreshBooks: Freelancer-Friendly Simplicity
Good for: Freelancers, solopreneurs, small creative firms
Benefits:
- Beautiful invoicing and project tracking
- Built-in time tracking and payments
- Simple expense capture
Gotchas: Lacks deep reporting, limited tax features
What Remote Books Online Handles for You
Our Migration Support Includes:
- Exporting and backing up your QuickBooks data
- Creating or mapping your new Xero or FreshBooks chart of accounts
- Re-entering and reconciling past months of transactions
- Validating balances across platforms
- Delivering new monthly reports from your new system
You keep running your business – we make the transition seamless.
Test Case
Client: Social media agency in New Jersey
Download Our Free Brochure →Challenge: QuickBooks Desktop was too rigid for a growing remote team
Solution: RBO migrated 18 months of data into Xero, categorized expenses by project, and aligned books for CPA use
Result: Team now shares access across departments, gets monthly reports, and no longer uses spreadsheets or manual syncing
Thinking of switching to Xero or FreshBooks? We’ll handle the migration – and your books.
Schedule your free consultation now
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FAQs
Can you migrate from QuickBooks Online or Desktop?
Yes. We support both and handle full transitions to Xero or FreshBooks.
Will I lose any data?
No. We export, validate, and reconcile data to ensure nothing is lost.
Can you help set up my chart of accounts in the new software?
Yes — we map, clean, and standardize everything for clean monthly reporting.
What happens to my old QuickBooks account?
You keep a backup copy — we deliver final reports for your CPA or records.
Do you continue the bookkeeping after the migration?
Yes. We become your monthly bookkeeping team in the new system.
Don’t let messy migrations stop you from finding the right software.
We’ll clean your books, switch your system, and keep things running smoothly – guaranteed.
Streamline your financial processes with our FreshBooks bookkeeping services – expert support tailored to your clients and seamlessly integrated with the FreshBooks platform.
Explore our full range of bookkeeping services designed for small businesses looking for accuracy, simplicity, and CPA-reviewed financials.
Tax professionals and CPAs rely on our QuickBooks bookkeeping services to streamline financials and scale their practices efficiently.
Grow your firm with ease using our Xero bookkeeping services, designed to deliver expert financial management while aligning perfectly with the Xero ecosystem.
Streamline your financial processes with our FreshBooks bookkeeping services — expert support tailored to your clients and seamlessly integrated with the FreshBooks platform.
