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Security & access: what changes when you switch

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

What changesQuickBooks (today)FreshBooks (after)
SOC 2 reportSOC 2 Type IIsourceSOC 2 Type Isource
Other certificationsNot publishedPCI DSS Level 1source
Two-factor authenticationYessourceYesEnforcement: All plans (2FA is required for email-and-password logins)source
Admin audit logYesAll plans, including QuickBooks Online FreesourceNot published
Encryption128-bit SSL encryptionsource256-bit SSL in transitsource
Offline modeNeeds 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.sourceNot documented
Office & room hardwareQuickBooks 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 QuickBooks Online to FreshBooks

Switching from QuickBooks Online to FreshBooks is typically a move from full double-entry accounting software to a leaner, invoicing-first platform built for freelancers and small service businesses.

Quick verdict: Makes sense for solo consultants and small service firms that want simpler time tracking and client invoicing, but it’s a step down in accounting depth, so businesses with inventory, payroll, or complex reporting needs should think twice.

Why teams switch from QuickBooks Online to FreshBooks

Simpler invoicing and time tracking

FreshBooks is built around client-facing invoices, retainers, and billable hours, which tends to feel more direct than QuickBooks Online’s broader ledger-first workflow for service businesses.

Lower cost at the entry tier

FreshBooks’ Lite plan undercuts QuickBooks Simple Start at list price, which matters for freelancers who don’t need full double-entry bookkeeping.

Friendlier client-facing tools

Built-in proposals, client retainers, and a polished client portal are stronger in FreshBooks than QuickBooks Online’s comparable features.

Estimate · your inputs

Switching Cost & Friction Estimator

Estimate the real hidden cost of moving from QuickBooks Online to FreshBooks, 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, using FreshBooks’s native importer. Adjust the sliders to match your team.

How to migrate your data

The migration path depends heavily on whether you use FreshBooks’ free self-serve import or its paid Easy Switch service, since they support very different data types.

StepWhat happens
1Export QuickBooks dataExport clients, items, and expense data as CSV files from QuickBooks Online, since FreshBooks’ import tools work from CSV rather than a direct API connection.
2Choose an import pathDecide between FreshBooks’ free self-serve CSV import (clients, expenses, items, vendors) or the paid Easy Switch service if invoices need to come across too.
3Import clients, items, and expensesUpload the prepared CSV files into FreshBooks and map fields for clients, expenses, vendors, and item/service lists.
4Migrate invoices via Easy Switch (if needed)Since self-serve CSV import does not support invoice import, businesses that need historical invoices moved over must use FreshBooks’ paid white-glove Easy Switch service.
5Reconcile opening balancesEnter opening bank and accounts-receivable balances in FreshBooks as of the cutover date so reports tie out against what QuickBooks showed.
6Keep QuickBooks for payroll and tax recordsKeep QuickBooks accessible (read-only) for the prior fiscal year’s records and tax filings while FreshBooks becomes the system of record going forward.
What FreshBooks’s importer doesn’t handle: FreshBooks’ self-serve CSV import does not support invoices at all — only clients, expenses, items, and vendors — so anyone who needs invoice history to carry over has to pay for the Easy Switch service or re-enter invoices manually.

Pricing during the transition

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

PlanQuickBooks OnlineFreshBooks
Free planFree plan: $0 — 1 user, 2 invoices/month, 1 bank connection, no accountant access; 30-day free trial on paid plansNo permanent free plan — 30-day free trial only
Entry paid tierSimple Start: $38/month list (often discounted for new customers)Lite: $23/month list (frequently discounted in the first months)
Upper tiersPlus: $140/month (5 users); Advanced: $340/month (25 users)Plus: $43/month (50 clients); Premium: $70/month (unlimited clients)

QuickBooks Online now offers a limited Free plan (1 user, 2 invoices a month, 1 bank connection), while FreshBooks has no permanently free plan; 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.

FeatureQuickBooks OnlineFreshBooks equivalent
Double-entry accounting depthFull chart of accounts, journal entries, class trackingLighter accounting; adequate for simple service businesses
Inventory managementNative inventory tracking on Plus and AdvancedNo true inventory management
PayrollBuilt-in QuickBooks Payroll add-onFreshBooks Payroll add-on: $40/month plus $6/month per person
Client portal & proposalsBasic client-facing invoice viewPolished client portal with proposals and retainers
Time trackingTime entry on Essentials and up; QuickBooks Time is a separate add-onBuilt in on every paid plan

Frequently Asked Questions

Can I import my QuickBooks invoices directly into FreshBooks?

Not through self-serve CSV import: invoices aren’t supported there, so you’d need FreshBooks’ paid Easy Switch service or manual re-entry.

Will my QuickBooks reports match FreshBooks after the switch?

Only if you carefully enter opening balances on the cutover date; FreshBooks isn’t a full double-entry system, so some reconciliation differences are normal.

Does FreshBooks support inventory-based businesses?

Not really: it has no native inventory tracking, so product-based sellers usually stay on QuickBooks or look elsewhere.

Is FreshBooks cheaper than QuickBooks Online?

At the entry tier, yes, FreshBooks Lite lists lower than QuickBooks Simple Start, and the gap grows further up: FreshBooks Premium is $70/month against $340/month for QuickBooks Advanced. FreshBooks caps billable clients per plan (5 on Lite, 50 on Plus), so check your client count.

What happens to my QuickBooks payroll history?

It doesn’t migrate. FreshBooks sells its own payroll add-on ($40/month plus $6/month per person), but your past payroll history does not move over, so historical payroll records typically stay archived in QuickBooks or your accountant’s files.

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 QuickBooks Online to FreshBooks: A Step-by-Step Migration Guide”, helpcompare.com/quickbooks-to-freshbooks-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.