Start your switch: how to move your limited company accounting to FreeAgent
Recorded on 18th February 2026
It’s straightforward to switch from software (or spreadsheets) to FreeAgent. This webinar provides step-by-step help to get you off on the right foot.
Watch this short recording and learn how to:
- set your account up accurately by configuring your accounting dates to avoid costly tax errors
- automate your admin by connecting bank feeds and using Guess to categorise transactions
- import customer and supplier details into your FreeAgent contacts
- manage your opening balances and enter correct figures for a seamless transition
- record income and expenditure through invoicing, bills, expenses and bank explanations
- make it yours by adding your logo and customising invoice templates