Migration Guides → FreshBooks

FreshBooks → NEXA

Difficulty: easy Time: 1 hour Portability: 8/10

Migration Summary

Switch from FreshBooks to Nexa in about 1 hour. Export your data as CSV, import into Nexa, set up your services. Run both in parallel for a week, then cancel FreshBooks. $33/month → $279 once.

What Transfers

Transfers Fully

✓ Client contact information

✓ Invoice history with line items

✓ Expense records

✓ Payment history

Transfers Partially

~ Project details (basic export)

~ Time entries (separate export)

Needs Rebuilding

✗ Recurring invoice templates

✗ Automated late payment reminders

✗ Proposal templates

✗ Dashboard customizations

Step 1: Export from FreshBooks

1

Export Clients

Settings → Export Data → Select 'Clients' → Download CSV.

3 minutes ⚠ FreshBooks exports are clean and straightforward
2

Export Invoices

Settings → Export Data → Select 'Invoices' → Include all date ranges.

3 minutes ⚠ Line item details included in export
3

Export Time Entries (if used)

Settings → Export Data → Select 'Time Entries.' Useful for service-based pricing reference.

3 minutes ⚠ Good data for understanding your actual time per service type
4

Screenshot Recurring Templates

Go to Recurring Templates and screenshot any active recurring invoices. You'll rebuild these as Bookings in Nexa.

5 minutes ⚠ Note the frequency, amount, and next send date

Step 2: Import into Nexa

1

Import Clients to Connect

Nexa Connect → Import → Upload FreshBooks client CSV. Standard mapping process.

10 minutes
2

Recreate Services

Based on your invoice line items, create Nexa Services. Bundle where it makes sense.

15 minutes
3

Set Up Recurring in Bookings

For any recurring clients from FreshBooks, create recurring Bookings in Nexa with matching frequencies.

15 minutes

First Week Checklist

All checked? Cancel your FreshBooks subscription. Download a final backup first.

FreshBooks users often chose it for the clean, friendly interface. Nexa has a different aesthetic — dark, focused, professional — but the operational workflow is tighter. You'll spend less time in software and more time working. That's the trade.

Common Questions

Is Nexa as 'pretty' as FreshBooks?

FreshBooks is known for beautiful invoices. Nexa invoices are professional but simpler. Most customers care about clarity and payment ease, not design awards.

What about FreshBooks proposals?

Nexa doesn't have a proposal feature. For simple proposals, use Invoices with 'Estimate' status. For complex proposals, consider a free tool like Canva or stick with simple email.

Does Nexa track expenses?

Nexa focuses on income-generating activities. For expense tracking, use a simple spreadsheet or keep FreshBooks/Wave just for expense categorization if tax complexity requires it.

Get Nexa — $279 Once

30-day money-back guarantee. Cancel FreshBooks after your first week with Nexa.