Start your switch: moving your accounting to FreeAgent

Recorded on 8th January 2026

It’s straightforward to switch from software (or spreadsheets) to FreeAgent. This webinar provides step-by-step help to transition to FreeAgent. Learn to set up your account, automate your business finances, and handle opening balances to ensure your reports are accurate from day one.

Watch this short recording and learn how to:

• set up correctly by choosing the right account type for accurate tax calculations
• automate data by connecting bank feeds and using ‘Guess’ to categorise transactions
• import customer and supplier details into your FreeAgent contacts
• manage opening balances and enter correct figures for a seamless transition
• make it yours by adding your logo and customising invoice templates