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Things You Should Know Ahead Of Migrating To The Latest Freshbooks
The latest FreshBooks has been restructured from the ground up, with about 250 additional features to help you run your business efficiently. The following steps are given below on how to migrate and the lasting improvements that have happened, and what is freshly built in the FreshBooks.
Ahead of Migration Process
Experts always suggest reviewing some important mentioned below and saving any of these in case you think they can help you begin with your migration:
Subscription Cost- Your FreshBooks subscription stays the same.
API Connections-Automated-Bills- Please reach out to email@example.com to make sure your API calls wil keep up to work post-migration.
Custom Email Templates- In case you have custom email templates for your emails transferred from FreshBooks, then save copies of your frequently used templates somewhere - you can re-type them in the latest Emails & Templates section.
Due Dates- When you opt to migrate to Freshbooks, all your invoices will automatically have Due Dates and be due to 20days from the Date of Issue on your Invoices- it can be managed later.
... Invoices- The invoices you have sent your Clients, and when reading it thoroughly, they will come across the emailed link that works and reflects the latest FreshBooks invoice style instead. In case your Clients want to store all received Invoices in a single space ( including the additional features), they can also create Client Accounts on the latest FreshBooks.
How to Migrate
Opting to Freshbooks will take a very short time period. In case you have any specific big projects with substantial time entries logged in them, it can bring about half an hour to display as part of the migration process.
In case you have received an email from FreshBooks has been moved over:
Open your email program, tap on the Get Started in New FreshBooks (you may have to open the link in an incognito tab or private browsing window.)
Then, on the new login page at my.freshbooks.com that comes on the screen, in case you are getting several on-screen alerts or instructions to type a new password (or you re-use the same one as long as it’s eight characters or more)
Tap the cursor on the Sign In button, and you’ll be redirected to your account, and there you can see your business again.
Afterward, feel free to continue over to the Welcome to the latest Freshbooks section of this article to get oriented.
In case you want to migrate independently:
Sign in to your account.
Hover the cursor over towards your account's right corner, tap on the Exp[lore the latest FreshBooks button.
You will be redirected to the Migration Hub; tap the cursor over the green Start My Move button - feel free to navigate away or close the browser; the migration process will continue in the background until its completion.
In case you don’t have an existing account on the latest FreshBooks in the past, your account will be migrated to the latest Freshbooks, and you can again take over your business. Your new Sign-in will be at https://my.freshbooks.com.
In case you have an existing account on the latest FreshBooks before, a confirmation mail will be sent to your email id on your account - in the emails tab. Click on the Switch to the Latest FreshBooks Now button.
Once you reach the new sign-in page at https://myfreshbooks.com that comes on your screen, in case you get the on-screen instructions or alerts to type a new password (or you re-use the same one as long as it’s eight characters or more)
Tap on the Log In option, and you’ll be redirected to your account, where you can again take your business again.
Then feel free to head over to the Welcome to the latest FreshBooks section of this article to get oriented.
The Migration Process
While moving to the latest FreshBooks, in case you have team members, they’ll also be moved along with you.
Migrating Your Accountant
Your accountant will be move with automatically as soon as you complete your migration with your business.
Accountants can Sign-in directly at the same sign-in page as you at https://my.freshbooks.com.
In case your accountant has not accepted a previously sent invite, you may require to re-invite them again with the correct instructions.
To help your accountant get started with the latest FreshBooks, share this article with them.
Migrating Your Contractors
Your Contractors will be questioned to migrate to the latest FreshBooks at the same time you migrate your business’ account. This way, your business can continue to feature with your Contractors and also different clients they may have.
Contractors can Sign-In directly at the same Sign-In page as you at https://my.freshbooks.com after migration and read this guide to get started.
Contractors’ time details will not show in your account until the Contractor has finished migrating first.
Migrating Your Staff
All Staff (including archived and deleted Staff) will be moved automatically once you’ve completed your migration with your business.
Staff can Sign-In directly at the same Sign-In page as you at https://my.freshbooks.com after migration.
All Staff will require a unique email id in the latest FreshBooks; In case any of your Staff has the same email id, you will get the notifications to update the email id and re-invite these Staff.
You can observe multiple roles for Team Members in the latest FreshBooks; in case your Staff has authority to prepare invoices, they’ll be allocated as Managers, or else they will be allocated as Employees. Team Members’ roles can vary according to your needs.
To help your Team Members understand the new FreshBooks, ask them to take a look at resources particularly used to their role.
Migrating Your API
Review your API with the help of API documentation for migration to make sure your calls will continue to work after migration; those associated with Projects, Tasks, and Time records will require small variations as marked in the API documentation.
Visit firstname.lastname@example.org in case you have any queries or want to check whether your calls will continue to work.
Migrating with Unsupported Online Payment
In case you have used Virtual Terminal, you can opt Advanced Payments option in the all-new FreshBooks Payments (3.5% + $0.30 per transaction) in the latest FreshBooks; instead, it includes the latest features such as save your credit cards to Client Profiles.
Authorize.Net and Braintree are not available in the latest FreshBooks.
PayPal is supported in the all-new FreshBooks, but the transaction fees vary according to your location.
Things Not Available in the latest FreshBooks
These features are currently not available in the latest FreshBooks:
Authorize.Net and Braintree - There are several other Payments Gateways available in the latest FreshBooks.
Bank Connectivity - You will get the option to reconnect with one of the three Bank Import partners.
Card Reader - As an alternative, use Advanced Payments on iOS, or Square can be connected to FreshBooks through Zapier
Customized Email Templates - Customize your templates again after you migrate.
Integrations & API - Connect your integrations once again as the migration completes (in case you are using API calls, please contact email@example.com)
Late Payment Reminders - With the latest Due Dates feature, your invoices will be 30 days due automatically right from the date of issue.
Reply-To Address - Emails in NFB are sent from the one who creates the Invoice.
Support & Documents - Instead, consider Support Ticket integrations and file storage options such as Google Drive, Dropbox, and more.
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