FreeAgent to Xero Migration - Advice needed

[adamph]

Hi all,

I'm planning on migrating from FreeAgent to Xero, purely because Xero has better integration with the majority of the tools we use and. Overall, will save me a load of time. Nothing wrong with FreeAgent but the integration is lacking.

Has anyone done this, and have you used a service such as Movemybooks?

I'm also on the lookout for a new accountant as my current accountant works exclusively with FreeAgent, which is a shame as they have been great. I am also looking for any recommendations on accountants for small businesses that support Xero.

 

[Ziggy2024]

Hi all,

I'm planning on migrating from FreeAgent to Xero, purely because Xero has better integration with the majority of the tools we use and. Overall, will save me a load of time. Nothing wrong with FreeAgent but the integration is lacking.

Has anyone done this, and have you used a service such as Movemybooks?

I'm also on the lookout for a new accountant as my current accountant works exclusively with FreeAgent, which is a shame as they have been great. I am also looking for any recommendations on accountants for small businesses that support Xero.

Movemybooks is good if your records are sound. If you have a messy set of books in freeagent it may be worth transferring a clean trial balance rather than transferring data across.

Most accountants use Xero now, there are several on here and you can check for Xero practices with a quick Google.

 

[adamph]

Movemybooks is good if your records are sound. If you have a messy set of books in freeagent it may be worth transferring a clean trial balance rather than transferring data across.

Most accountants use Xero now, there are several on here and you can check for Xero practices with a quick Google.

Thanks for te input! Our books are clean, and I'd only look forward to bringing in the current and last financial year. I think we have about 10 years of data in FreeAgent. I'm hoping they have a maintenance or read-only option to keep it running for reference.

 

[Ziggy2024]

Thanks for te input! Our books are clean, and I'd only look forward to bringing in the current and last financial year. I think we have about 10 years of data in FreeAgent. I'm hoping they have a maintenance or read-only option to keep it running for reference.

They only transfer 2 years of data AFAIK. I would download as much data from freeagent as possible, trial balance, nominal ledgers, audit trail etc.

 

[UK Contractor Accountant]

FreeAgent has a read only account so you don't have to download data reports if you sign up for this account.

 

[Ziggy2024]

FreeAgent has a read only account so you don't have to download data reports if you sign up for this account.

With the greatest of respect, ALWAYS download soft copies of the data when you change software supplier.

 

[adamph]

We have and do. However, for ease of access having a copy of our historical data in FreeAgent is also something we are looking at. For example, if a client wants a statement of account from the last 3 years.

 

[adamph]

Thank you for confirming this. I suppose I need to contact FreeAgent once we are fully setup with Xero to switch to this?

 

[UK Contractor Accountant]

Thank you for confirming this. I suppose I need to contact FreeAgent once we are fully setup with Xero to switch to this?

And once you've set up your new account, you would need to drop us an email at [email protected] so we can mark your original account as read-only. You'll still be able to see all your data but you won't be able to make any changes to it.

 

[MyAccountantOnline]

Hi all,

I'm planning on migrating from FreeAgent to Xero, purely because Xero has better integration with the majority of the tools we use and. Overall, will save me a load of time. Nothing wrong with FreeAgent but the integration is lacking.

Has anyone done this, and have you used a service such as Movemybooks?

I'm also on the lookout for a new accountant as my current accountant works exclusively with FreeAgent, which is a shame as they have been great. I am also looking for any recommendations on accountants for small businesses that support Xero.

If you want to PM or email me I'm happy to refer you to a fellow accountant I know who supports Xero.

 

[adamph]

If you want to PM or email me I'm happy to refer you to a fellow accountant I know who supports Xero.

Thank you for the offer, I will email you via the address in your signature.

 

[MyAccountantOnline]

Thank you for the offer, I will email you via the address in your signature.

You are most welcome Adam. I'll gladly pass on the details of the accountant I know who specialises in Xero.

 

[UK Contractor Accountant]

Xero has better integration with the majority of the tools we use

I assume you have trialed Xero before jumping ship from FreeAgent?

 

[adamph]

I assume you have trialed Xero before jumping ship from FreeAgent?

Currently trialling it now.

I wish FreeAgent had more integrations as I would not be thinking about leaving them. FreeAgent has been key in growing our agency and it will be sad to leave.

 

[UK Contractor Accountant]

I wish FreeAgent had more integrations

Out of interest what integrations/tools do you need to link up with the book-keeping software that FA doesn't support.

 

[adamph]

Out of interest what integrations/tools do you need to link up with the book-keeping software that FA doesn't support.

Most notably, Pipedrive, Teamwork.com, WooCommerce. There are a few other instances.

 

[UK Contractor Accountant]

Most notably, Pipedrive, Teamwork.com, WooCommerce. There are a few other instances.

Have you looked at Zapier link for connection to FreeAgent?

"Connect FreeAgent to WooCommerce and automate your work"​

 

[Baines Watson]

Hi all,

I'm planning on migrating from FreeAgent to Xero, purely because Xero has better integration with the majority of the tools we use and. Overall, will save me a load of time. Nothing wrong with FreeAgent but the integration is lacking.

Has anyone done this, and have you used a service such as Movemybooks?

I'm also on the lookout for a new accountant as my current accountant works exclusively with FreeAgent, which is a shame as they have been great. I am also looking for any recommendations on accountants for small businesses that support Xero.

Hi Adam,

We are a partner practice for both FreeAgent and Xero and have completed such switchovers for other clients in the past who's business has outgrown the FreeAgent features.

If you are still looking to switch software and accountants then feel free to reach out for a free initial consultation to see how we can help with this transition.

E: [email protected]
T: 0333 090 8618
www.baineswatson.co.uk

 

[adamph]

Hi Adam,

We are a partner practice for both FreeAgent and Xero and have completed such switchovers for other clients in the past who's business has outgrown the FreeAgent features.

If you are still looking to switch software and accountants then feel free to reach out for a free initial consultation to see how we can help with this transition.

E: [email protected]
T: 0333 090 8618
www.baineswatson.co.uk

Thank you, I will email you via the details in your signature.