FreeAgent to QuickBooks Enterprise Conversion Services
Numerawise Solutions migrates your accounts, balances, and complete transaction history from FreeAgent into QuickBooks Enterprise through our FreeAgent to QuickBooks Enterprise conversion service. Every figure is reconciled against the original file and verified before go-live, and the work is performed by Intuit ProAdvisors.
Complimentary file review · Fixed-price quote within 24 hours · Intuit ProAdvisor Gold
FreeAgent → QuickBooks Enterprise
A managed conversion from FreeAgent to QuickBooks Enterprise
FreeAgent is cloud accounting aimed at freelancers and small agencies. Moving those records into QuickBooks Enterprise is considerably more involved than one-click importers suggest. Transaction detail is often collapsed into totals, bank reconciliations are broken, and entries are allocated to incorrect accounts, with the consequences typically emerging months later during reporting or an audit. Our FreeAgent to QuickBooks Enterprise conversion service removes that risk: the file is rebuilt correctly and reconciled against your existing records before the new system goes live.
Numerawise Solutions is an Atlanta-based practice of Intuit ProAdvisors (Gold tier) and experienced bookkeepers, with more than 200 completed conversions. The fee is fixed and agreed before the engagement begins, and your information remains confidential throughout.
Reasons to switch
Why move from FreeAgent to QuickBooks Enterprise
Most businesses move away from cloud accounting software such as FreeAgent because you want a broader app ecosystem and more room to grow. A migration to QuickBooks Enterprise provides the following advantages:
- Stronger US sales-tax and payroll capabilities
- The platform most US accountants and CPAs already use
- An extensive ecosystem of connected applications
- More robust and flexible financial reporting
- Room to scale as the business grows
Scope of the migration
What we migrate from FreeAgent
A conversion is complete only when the entire file has transferred accurately. Our FreeAgent to QuickBooks Enterprise migration therefore covers the following:
- The chart of accounts, mapped to QuickBooks Enterprise
- Historical transactions, including invoices, bills, payments, and journals
- Opening balances and the trial balance
- Bank and credit-card accounts, with reconciliation status preserved
- Customer and vendor records
- Inventory and service items
- Sales tax codes and rates
- Open receivables and payables, with aged balances retained
- Supporting attachments, where both systems permit
- Payroll history, with the appropriate treatment agreed during scoping
Our process
How we convert FreeAgent to QuickBooks Enterprise
Assessment
We review the existing FreeAgent file, evaluate the condition of the data, and establish your requirements and timeline.
Mapping
The chart of accounts, tax codes, and master records are aligned with the structure of QuickBooks Enterprise.
Migration
The data is transferred through a controlled process and verified at each stage.
Reconciliation
We reconcile the trial balance, receivables, payables, and bank balances against the original FreeAgent file.
Review
You review the converted QuickBooks Enterprise file and confirm its accuracy, and any discrepancies are corrected.
Completion & support
We support your team through the transition and remain available for questions afterward.
The upside
Benefits of a FreeAgent to QuickBooks Enterprise migration
A proper FreeAgent to QuickBooks Enterprise data migration is far more than a quick FreeAgent to QuickBooks Enterprise import. Handled well, your FreeAgent data conversion to QuickBooks Enterprise keeps every balance intact and moves your FreeAgent accounting to QuickBooks Enterprise without gaps or guesswork.
- Room to grow — more users, larger data, advanced inventory
- Deeper reporting and class or location tracking
- Industry editions for contractors, manufacturers, and nonprofits
- Your full history preserved, reconciled to the penny
- A single system your US accountant already knows
- Room to add payroll and bookkeeping support
FreeAgent vs. QuickBooks Enterprise
| Area | FreeAgent | QuickBooks Enterprise |
|---|---|---|
| Best for | Freelancers & small UK firms | Growing US small & mid-market |
| Users | Small teams | Up to 40 users |
| Inventory | Basic | Advanced inventory |
| Reporting | Standard | Custom, class & location |
| Hosting | Cloud only | Desktop or hosted |
What to avoid
Common mistakes when you convert FreeAgent to QuickBooks Enterprise
Most failed moves share the same few errors. When you convert FreeAgent to QuickBooks Enterprise, watch for these:
- Migrating balances only. You lose the transaction history you will need later.
- Skipping a mapping step. FreeAgent categories must map cleanly to the QuickBooks chart of accounts.
- Ignoring VAT or tax settings. UK VAT and US sales tax work differently and need care.
- Going live before reconciling. Never cut over until the new file ties out to the old one.
- Deleting FreeAgent too soon. Keep it as a read-only archive after the move.
Do it right
Best practices for your FreeAgent to QuickBooks Enterprise migration
- Start with a file review so you know what is moving and what needs cleanup.
- Agree the chart of accounts and tax setup before any data moves.
- Convert a copy, never your live file.
- Reconcile every account back to FreeAgent to the penny.
- Pick a cutover date at a clean break, like month-end.
- Keep FreeAgent as an archive and confirm reports match before you rely on QuickBooks.
Not sure QuickBooks Enterprise is the right target? Compare it with QuickBooks Online or browse every option on our conversion hub. If you are weighing tools, our FreshBooks to QuickBooks guide covers a similar move.
Why Numerawise
Why organizations choose us for their FreeAgent migration
Intuit ProAdvisors
Your records are handled by Intuit ProAdvisors (Gold tier) and experienced bookkeepers who understand the accounting behind the migration, not only the software.
Verified against your FreeAgent file
A conversion is not considered complete until the trial balance and the primary reports agree with your original records.
Fixed, agreed pricing
The fee is confirmed before the engagement begins. There is no hourly billing.
Confidential throughout
Your information is handled securely and accessed only by the personnel assigned to your conversion. Ongoing bookkeeping is also available.
Who performs the work
Led by an Intuit ProAdvisor
Ram — Founder & Principal
Ram is the founder of Numerawise Solutions in Atlanta. An Intuit ProAdvisor (Gold tier) and a former Intuit Technical Support engineer, he has personally led more than 200 accounting-software conversions, including FreeAgent and QuickBooks Enterprise engagements, for small and mid-market firms across the United States.
More about Ram Verified on UpworkCommon questions
FreeAgent to QuickBooks Enterprise conversion FAQs
How long does a FreeAgent to QuickBooks Enterprise conversion take?
Most FreeAgent to QuickBooks Enterprise conversions are completed within a few business days to two weeks, depending on the size of the file, the volume of historical data, and the condition of the records. A timeline is provided once we have reviewed your FreeAgent file.
Can you convert FreeAgent to QuickBooks Enterprise if we are moving to the US?
Yes. Many businesses move from FreeAgent to QuickBooks Enterprise when they expand into the US or outgrow FreeAgent’s UK-focused features. We map your chart of accounts, adjust tax settings from UK VAT to US requirements, and reconcile the result so nothing is lost in the switch.
What data moves in a FreeAgent to QuickBooks Enterprise data migration?
A full FreeAgent to QuickBooks Enterprise data migration moves your chart of accounts, customers, suppliers, invoices, bills, payments, journals, opening balances, and historical transactions. We map each item to QuickBooks Enterprise and reconcile the trial balance against your original FreeAgent file before go-live.
Is this an automated FreeAgent to QuickBooks Enterprise import?
No. A raw FreeAgent to QuickBooks Enterprise import through spreadsheets usually drops history and links. Our conversion is managed end to end — we map the data, handle tax differences, reconcile every balance, and hand you a finished file rather than a rough import to clean up yourself.
Do we have to stop using FreeAgent during the conversion?
No. You keep working in FreeAgent while we convert a copy of your data. On go-live day you begin entering new transactions in QuickBooks Enterprise, and your FreeAgent account stays available as a read-only archive you can refer back to at any time.
Will any history be lost when moving from FreeAgent to QuickBooks Enterprise?
No. Preserving the complete transaction history is the central purpose of a managed conversion. Where an item must be brought across as a balance rather than in full detail, we identify and explain it in advance.
Is there an automated tool to move FreeAgent into QuickBooks Enterprise?
Automated tools can transfer raw data, but they cannot confirm whether the result is correct. We use professional migration tools where they are appropriate and then reconcile the QuickBooks Enterprise file against your FreeAgent reports manually.
Can the switch from FreeAgent be made partway through a tax year?
Yes. A mid-year transition is straightforward, provided the balances are reconciled and the cut-over date is selected carefully, so that the figures before and after the change reconcile and the year-end remains intact.
Is my data secure during the migration?
Yes. Files are handled under strict confidentiality and appropriate data-handling practices from transfer through to completion, and access is limited to the personnel assigned to your conversion.
Begin
Ready to move from FreeAgent to QuickBooks Enterprise?
Provide a few details and we will email a fixed-price quote within one business day, with your FreeAgent history reconciled into a clean QuickBooks Enterprise file.