How to move to FreeAgent
Setting up your new FreeAgent account is easy, just use the three steps below. And remember, we’re always here to help if you need it.
Still using spreadsheets or other accounting software?
Discover a fresh start with FreeAgent, and find out how much time and money you could save.
Right, let's get going…
Set your accounting dates and opening balances
You’ll benefit from the software’s powerful features straight away after setting up the basics correctly in your account.
Import your bank transactions
Import up to two years of bank transactions and explain them in bulk. When you start explaining transactions, FreeAgent’s ‘Guess’ functionality can offer explanations automatically.
Import your contacts
To start building projects and sending invoices straight away, move all your contacts from software or spreadsheets into FreeAgent with the click of a button.
Switching to FreeAgent webinar
Let our Chief Accountant, Emily Coltman FCA, guide you through the process of switching to FreeAgent, one step at a time.
Looking for an accountant or bookkeeper?
Search our directory of FreeAgent accountants and bookkeepers to find the right partner for you.
Help and support
We know that getting to grips with new software can be confusing but don’t worry, we’ve always got your back.
Knowledge Base
A help centre at your fingertips, with hundreds of useful resources designed to help you get the most out of FreeAgent.
Find out more
In-app help
Just click the on-screen ‘Help’ button, ask a question and we'll find the answer for you.
Get help now
Book a call
Once you’ve completed your switch, our support team can get you started with a 20-minute introduction to FreeAgent.
Book your call