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 changes | QuickBooks (today) | FreshBooks (after) |
|---|---|---|
| SOC 2 report | SOC 2 Type IIsource | SOC 2 Type Isource |
| Other certifications | Not published | PCI DSS Level 1source |
| Two-factor authentication | Yessource | YesEnforcement: All plans (2FA is required for email-and-password logins)source |
| Admin audit log | YesAll plans, including QuickBooks Online Freesource | Not published |
| Encryption | 128-bit SSL encryptionsource | 256-bit SSL in transitsource |
| Offline mode | Needs 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 | Not documented |
| Office & room hardware | QuickBooks Payments supports in-person card payments through the QuickBooks GoPayment app with a Bluetooth QuickBooks Card Reader.source | — |
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.
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.
FreshBooks’ Lite plan undercuts QuickBooks Simple Start at list price, which matters for freelancers who don’t need full double-entry bookkeeping.
Built-in proposals, client retainers, and a polished client portal are stronger in FreshBooks than QuickBooks Online’s comparable features.
Estimate the real hidden cost of moving from QuickBooks Online to FreshBooks, not just the subscription price.
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.
| Step | What happens |
|---|---|
| 1Export QuickBooks data | Export 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 path | Decide 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 expenses | Upload 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 balances | Enter 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 records | Keep QuickBooks accessible (read-only) for the prior fiscal year’s records and tax filings while FreshBooks becomes the system of record going forward. |
Both vendors run frequent introductory discounts, so compare list prices for a realistic long-term view.
| Plan | QuickBooks Online | FreshBooks |
|---|---|---|
| Free plan | Free plan: $0 — 1 user, 2 invoices/month, 1 bank connection, no accountant access; 30-day free trial on paid plans | No permanent free plan — 30-day free trial only |
| Entry paid tier | Simple Start: $38/month list (often discounted for new customers) | Lite: $23/month list (frequently discounted in the first months) |
| Upper tiers | Plus: $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.
QuickBooks Online is the deeper accounting product; FreshBooks focuses on client-facing billing for service businesses.
| Feature | QuickBooks Online | FreshBooks equivalent |
|---|---|---|
| Double-entry accounting depth | Full chart of accounts, journal entries, class tracking | Lighter accounting; adequate for simple service businesses |
| Inventory management | Native inventory tracking on Plus and Advanced | No true inventory management |
| Payroll | Built-in QuickBooks Payroll add-on | FreshBooks Payroll add-on: $40/month plus $6/month per person |
| Client portal & proposals | Basic client-facing invoice view | Polished client portal with proposals and retainers |
| Time tracking | Time entry on Essentials and up; QuickBooks Time is a separate add-on | Built in on every paid plan |
Not through self-serve CSV import: invoices aren’t supported there, so you’d need FreshBooks’ paid Easy Switch service or manual re-entry.
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.
Not really: it has no native inventory tracking, so product-based sellers usually stay on QuickBooks or look elsewhere.
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.
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.
Every pricing fact, rating, AI billing model and switching guide we hold on each tool, on one page, with the date each figure was last verified.
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.
Plain-language guides: the steps, what to check before you buy, common mistakes, and every tool it takes with verified prices.
Verified prices costed for your team size, a check against your must-have requirements, the questions to settle before you sign, and a source for every figure. Print it, or paste it into an email to whoever approves the spend.
Built for the leader who owns the selection, answers for the spend, drives the rollout, and lives with the results. HelpCompare covers the whole decision, not just the first step.