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Security & access: what changes when you switch

Security, offline and access rules that differ between FreshBooks and QuickBooks. Rows where both tools are the same (1) are left out; the full side-by-side is on each tool’s page: FreshBooks, QuickBooks.

What changesFreshBooks (today)QuickBooks (after)
SOC 2 reportSOC 2 Type IsourceSOC 2 Type IIsource
Other certificationsPCI DSS Level 1sourceNot published
Two-factor authenticationYesEnforcement: All plans (2FA is required for email-and-password logins)sourceYessource
Admin audit logNot publishedYesAll plans, including QuickBooks Online Freesource
Encryption256-bit SSL in transitsource128-bit SSL encryptionsource
Offline modeNot documentedNeeds a connectionQuickBooks Online needs an internet connection in both the browser and the mobile apps; Intuit points offline users to the separate QuickBooks Desktop product.source
Office & room hardware—QuickBooks Payments supports in-person card payments through the QuickBooks GoPayment app with a Bluetooth QuickBooks Card Reader.source

Checked September 19, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site; it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

ACCOUNTING SOFTWARE · MIGRATION GUIDE

Switching from FreshBooks to QuickBooks Online

Moving from FreshBooks to QuickBooks Online usually happens when a service business outgrows simple invoicing and needs full double-entry bookkeeping, inventory, or more advanced reporting.

Quick verdict: A sensible move once a business needs real accrual accounting, inventory, or payroll depth, but expect more manual data entry than the reverse direction since QuickBooks has no dedicated FreshBooks importer.

Why teams switch from FreshBooks to QuickBooks Online

Full double-entry accounting

QuickBooks Online supports a real chart of accounts, journal entries, and class/location tracking that FreshBooks’ lighter ledger doesn’t offer.

Built-in inventory and payroll

Businesses that sell physical products or run payroll get inventory tracking on QuickBooks Plus and Advanced and QuickBooks Payroll in the same system; FreshBooks has no inventory tracking and sells payroll as an add-on.

Broader reporting and app ecosystem

QuickBooks Online’s reporting depth and its large app marketplace (industry-specific tools, advanced analytics) outgrow what FreshBooks offers most service businesses.

Estimate · your inputs

Switching Cost & Friction Estimator

Estimate the real hidden cost of moving from FreshBooks to QuickBooks Online, not just the subscription price.

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Estimated migration time
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Data friction rating
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Total hidden switching cost
Data mapping & cleaning labor—
Migration / cleaning tooling fees—
Team retraining overhead—
Switching friction buffer (10%)—
Assumes a blended $45/hr internal labor rate with no direct importer from FreshBooks, so clients, invoices and balances are moved by CSV or rebuilt by hand. Adjust the sliders to match your team.

How to migrate your data

There’s no first-party QuickBooks importer built specifically for FreshBooks data, so most of this migration runs through CSV exports and manual mapping (or a third-party conversion service).

StepWhat happens
1Export FreshBooks dataExport clients, invoices, expenses, and items from FreshBooks as CSV files, since there is no direct FreshBooks-to-QuickBooks connector.
2Clean and reformat CSVsReformat exported files to match QuickBooks Online’s expected import columns for customers, invoices, and expense transactions.
3Import customers and invoicesUse QuickBooks Online’s built-in importers (or a third-party tool like SaasAnt) to bring in customer records and outstanding invoices.
4Recreate the chart of accountsBuild out a proper chart of accounts in QuickBooks, since FreshBooks’ simpler categorization doesn’t map one-to-one onto double-entry accounting.
5Set opening balances and reconcileEnter opening bank, accounts-receivable, and accounts-payable balances as of the cutover date, then reconcile against your last FreshBooks statement.
6Keep FreshBooks accessible for historyRetain read-only access to FreshBooks (or export PDFs) for prior-year invoices and tax records that won’t be re-entered in QuickBooks.
What QuickBooks Online’s importer doesn’t handle: QuickBooks Online has no native, official FreshBooks importer — migrations typically rely on CSV exports, manual re-entry, or paid third-party conversion tools, and full transaction history rarely comes across cleanly.

Pricing during the transition

Both vendors run frequent introductory discounts, so compare list prices for a realistic long-term view.

PlanFreshBooksQuickBooks Online
Free planNo permanent free plan — 30-day free trial onlyFree plan: $0 — 1 user, 2 invoices/month, 1 bank connection, no accountant access; 30-day free trial on paid plans
Entry paid tierLite: $23/month list price (intro discounts often apply)Simple Start: $38/month list price (50% off for 3 months on the current offer)
Mid tierPremium: $70/month list pricePlus: $140/month list price

FreshBooks has no permanently free plan, while QuickBooks Online now offers a limited Free plan (1 user, 2 invoices a month, 1 bank connection); for paid tiers, both rely on time-limited trials and promotional first-month pricing.

Feature-parity checklist

QuickBooks Online is the deeper accounting product; FreshBooks focuses on client-facing billing for service businesses.

FeatureFreshBooksQuickBooks Online equivalent
Double-entry accounting depthLighter accounting; adequate for simple service businessesFull chart of accounts, journal entries, class tracking
Inventory managementNo true inventory managementNative inventory tracking on Plus and Advanced
PayrollFreshBooks Payroll add-on: $40/month plus $6/month per personBuilt-in QuickBooks Payroll add-on
Client portal & proposalsPolished client portal with proposals and retainersBasic client-facing invoice view
Time trackingIncluded on every paid planTime entry on Essentials and up; QuickBooks Time is a separate add-on

Frequently Asked Questions

Is there an official tool to move FreshBooks data into QuickBooks?

No, QuickBooks Online has no native FreshBooks importer, so most businesses use CSV exports, manual entry, or a paid third-party conversion service.

Will my FreshBooks invoice history transfer automatically?

Not automatically. Open invoices can usually be re-created via CSV import, but full historical detail often needs manual re-entry or a conversion specialist.

Do I need an accountant to make this switch?

It’s strongly recommended: setting up a proper chart of accounts and opening balances in QuickBooks is easy to get wrong without bookkeeping experience.

Can QuickBooks Online replace FreshBooks’ time tracking?

Yes, via the QuickBooks Time add-on, though it’s a separate product rather than a built-in feature like FreshBooks offers on every paid plan.

Is it worth switching if I only invoice a handful of clients?

Usually not: QuickBooks’ added accounting depth mostly pays off once you need inventory, payroll, or more complex reporting than FreshBooks provides.

Sources

Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

Cite this page: HelpCompare, “Switching from FreshBooks to QuickBooks Online: A Step-by-Step Migration Guide”, helpcompare.com/freshbooks-to-quickbooks-migration/ (updated ).

Source links on this site are checked every month; last check . How sources are checked.

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About the author

Bill Belcamino

Founder and author, HelpCompare

Engineer by training, operator by experience, marketer by choice. Bill spent eight and a half years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

“I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 16, 2026. No paid sponsorships, no affiliate commissions.