{"id":480,"date":"2023-04-05T17:18:44","date_gmt":"2023-04-05T14:18:44","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/getting-started\/migrating-to-akaunting\/migrating-to-akaunting-from-freeagent\/"},"modified":"2024-12-16T13:59:35","modified_gmt":"2024-12-16T10:59:35","slug":"freeagent","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/getting-started\/migrating-to-akaunting\/freeagent\/","title":{"rendered":"Migrating to Akaunting from FreeAgent (On-Premise)"},"content":{"rendered":"\n<p>Free Agent is quite okay. However, flexibility is a challenge, complicating your day-to-day bookkeeping.<\/p>\n\n\n\n<p>Akaunting provides an intuitive UI\/UX for on-point financial management, business growth, and continuity, allowing you to manage your business finances how you want.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Migrating to Akaunting from FreeAgent<\/strong><\/h2>\n\n\n\n<p>The following steps will help you successfully move your business data from FreeAgent to Akaunting.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/05171950\/freeagent.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/akaunting.com\/hc\/docs\/getting-started\/setting-up-akaunting-cloud\/\" target=\"_blank\" rel=\"noreferrer noopener\">Create an account on Akaunting.<\/a><\/li>\n\n\n\n<li>Login to your company dashboard<\/li>\n\n\n\n<li>Go to <strong>Apps<\/strong> on the Navigation Menu<\/li>\n\n\n\n<li>Search for <strong>FreeAgent<\/strong> in the App Store and Install the <a href=\"https:\/\/akaunting.com\/apps\/freeagent\" target=\"_blank\" rel=\"noreferrer noopener\">FreeAgent Migration App<\/a>.<\/li>\n<\/ul>\n\n\n\n<p>After Installation, go to settings on <strong>Side Panel <\/strong>and select <strong>FreeAgent<\/strong>.<\/p>\n\n\n\n<p>You should log in to your FreeAgent account from the Migration App dashboard by clicking &#8220;Auth&#8221; and entering the required account details.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Migrating as an Akaunting on-premise user<\/h2>\n\n\n\n<p>If you&#8217;ve installed Akaunting on-premise on your server, apply the following steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <a href=\"https:\/\/dev.freeagent.com\/\" rel=\"noreferrer noopener\" target=\"_blank\">https:\/\/dev.freeagent.com\/<\/a><\/li>\n\n\n\n<li><strong>Sign in<\/strong> to&nbsp;FreeAgent&nbsp;Developer Portal.<\/li>\n\n\n\n<li>Click&nbsp;<strong>Create&nbsp;an App<\/strong><\/li>\n\n\n\n<li>Enter&nbsp;app details and set&nbsp;<strong>Redirect URI&nbsp;<\/strong>like:&nbsp;<strong><a href=\"https:\/\/your-akaunting-path.com\/\" rel=\"noreferrer noopener\" target=\"_blank\">https:\/\/your-akaunting-path.com\/<\/a>freeagent\/auth (needs to end with \/freeagent\/auth)<\/strong>.<\/li>\n\n\n\n<li>Click&nbsp;<strong>Save<\/strong><\/li>\n\n\n\n<li>Copy <strong>Client ID<\/strong>&nbsp;&#8220;OAuth identifier&#8221; and&nbsp;<strong>Client Secret<\/strong> &#8220;OAuth secret&#8221;&nbsp;from FreeAgent to Akaunting &gt; Settings &gt;&nbsp;Freeagent page.<\/li>\n\n\n\n<li>Then, <strong>Save.<\/strong><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>The FreeAgent Books Migration App allows you to import your:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Accounts<\/li>\n\n\n\n<li>Bills<\/li>\n\n\n\n<li>Chart of accounts (double-entry app)<\/li>\n\n\n\n<li>Credit notes (credit debit notes app)<\/li>\n\n\n\n<li>Customers<\/li>\n\n\n\n<li>Estimates<\/li>\n\n\n\n<li>Invoices (recurring also)<\/li>\n\n\n\n<li>Items<\/li>\n\n\n\n<li>Journals<\/li>\n\n\n\n<li>Payments<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Free Agent is quite okay. However, flexibility is a challenge, complicating your day-to-day bookkeeping. Akaunting provides an intuitive UI\/UX for on-point financial management, business growth, and continuity, allowing you to manage your business finances how you want. Migrating to Akaunting from FreeAgent The following steps will help you successfully move your business data from FreeAgent [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":443,"menu_order":8,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-480","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/480","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=480"}],"version-history":[{"count":6,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/480\/revisions"}],"predecessor-version":[{"id":2842,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/480\/revisions\/2842"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/443"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=480"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=480"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}