Move from FreshBooks. Keep the history.

FreshBooks is built for freelancers and small agencies — clean invoicing, time tracking that flows to invoices, decent reports. The pricing curve is steep though: $21/mo entry, $76/mo for the tier most agencies actually need, and per-client caps that bite when your roster grows. If you're outgrowing FreshBooks because the client count or the bill stops making sense — or because you also need supplier flow, logistics, or multi-country compliance — we built the import to make leaving low-friction. Move in. Keep the history.

What we import

Two routes. The API is the faster path; CSV works on any plan.

Source	What comes across
FreshBooks API (OAuth)	Clients, invoices, line items, payments, expenses, products, time entries tied to invoices
CSV export	Clients, invoices, payments, expenses, products — separate CSV per list

Invoice numbers preserve and we continue from your latest number. Multi-currency invoices keep their currency. Tax rates per line map to Guliel's per-organization tax configuration. Recurring invoices are migrated as templates and the schedule is recreated as a Guliel automation — that's the engine that takes over the "send on the 1st" behavior going forward.

What we don't import

Be honest about gaps before you click.

• Standalone time entries that aren't attached to invoices. FreshBooks' time tracker imports only the entries that converted to billable lines on an invoice. Orphan time entries — tracked hours you never billed — don't come across. If those matter for historic reporting, export them separately from FreshBooks and keep the file.
• FreshBooks Projects' internal task structure. Projects come across as client tags; the project Kanban / task layer doesn't migrate. Guliel isn't a project management tool — keep Notion / Linear / Asana for that.
• FreshBooks Payments / Stripe Connect balance. Payment processing stays with your existing rail. We don't take over payments — that's on our roadmap.
• Proposals and estimates that never became invoices — limited. We bring across the ones that converted to invoices; orphan proposals need a CSV pass.
• Retainer balances — partial. The remaining retainer credit imports as a customer credit balance; the underlying retainer agreement document doesn't.
• Team member roles inside FreshBooks — limited. Guliel uses org-level permissions; we won't try to mirror per-client team assignments. Reconfigure post-import.

If you have something specific that isn't on either list — ask. We'd rather flag the gap up front.

Estimated time to migrate

Most agencies and freelancers on FreshBooks fit comfortably under 5,000 invoices and migrate in under 30 minutes — connect via API, pick the date range, preview, commit. Larger agencies with 5,000–50,000 invoices run 1–2 hours, including a reconciliation report that compares client balances pre- and post-import. Multi-currency setups don't add meaningful time. Multi-org users (you run several FreshBooks accounts) map one FreshBooks account per Guliel organization, billed per organization rather than per seat.

Start the move

Connect FreshBooks via OAuth or upload the CSV bundle, preview the result, commit when it matches. Migration is free on every plan including the free tier. Pricing for what comes after lives at /pricing. The honest side-by-side is at /compare/freshbooks. Country compliance — relevant if you're moving off FreshBooks specifically because your work crosses borders — is detailed at /invoicing.

FAQ

Will my FreshBooks invoice numbers carry over?

Yes. The sequence preserves; Guliel continues from where FreshBooks left off.

Do my unbilled time entries come across?

No — only time entries that converted to invoice lines migrate. If unbilled time matters historically, export it separately from FreshBooks and archive the file. Guliel doesn't replicate FreshBooks' standalone time tracker.

What about recurring invoices?

Recurring invoices migrate as templates plus a Guliel automation that recreates the schedule. The "send on the 1st of every month" behavior continues without manual setup.

Does Guliel replace my FreshBooks Payments setup?

No — payment processing stays with your existing rail (Stripe Connect, FreshBooks Payments, or any other). Built-in payments in Guliel are on our roadmap, not shipped today.

Is migration free?

Yes. Migration costs nothing on any plan, including Free ($0 / org / month). You only pay if you exceed Free-tier limits — 200 invoices, 100 expense scans, 5 automations.

Can I keep FreshBooks running during the transition?

Yes. Most teams run both for a billing cycle — issue new invoices from Guliel, let FreshBooks handle anything mid-flight, then sunset it. There's no exclusivity in the import.

What about my accountant?

Reports export in accountant-handoff format (revenue by month, AR aging, tax by jurisdiction, expense by category). Your accountant gets the same data they were getting from FreshBooks, in PDF or CSV.