FreeAgent Data Management

In today’s increasingly cyber-centric world, having all of your information at your fingertips in one centralised, cloud-based location is invaluable. And this is especially true when it comes to financial data. If you’re looking for a better way to manage your financial data, Flow can help you get to grips with one of the most power pieces of accounting software on the market – FreeAgent.

With FreeAgent, you can send quotes and invoices, check balances and monitor your progress at the touch of a button, even if you’re away from your desk. This freedom is essential if you want to optimise your workflow and stay one step ahead of the competition. With FreeAgent, you can combine all of these features and more to make sure you’re in touch with your clientele and on top of your game.

If you’re just getting started with FreeAgent and need to import or export your financial data, this introduction will help get you started:

Importing data into FreeAgent
Importing data into your FreeAgent account has never been easier. Whether it’s your address book, a list of ongoing and potential projects or a complete history of your bank transactions, FreeAgent has you covered.

Contacts – Uploading your contact list from your email provider is quick and easy and ensures you have the vital customer details to hand. You can learn how to upload contacts on the FreeAgent site.

Projects – Having all of your past, present and future projects at hand will help you manage your work fork flow and give realistic and accurate quotes to your clientele. Uploading a project list from Basecamp couldn’t be easier – you can find out how to do it in FreeAgent’s guide.

Bank transactions – After exporting a statement from your bank’s website, all it takes to integrate the information into your FreeAgent account is a simple upload. FreeAgent’s ingenious software will analyse past transactions and categorise new ones, before asking you to clarify those which it isn’t able to interpret. See for yourself how easy it is with FreeAgent’s how-to tutorial.

It’s currently not possible to import all of the data from a previously exported FreeAgent file. However, working with your email, bank and Basecamp accounts, you can have your valuable information on the cloud in no time.

Exporting data from FreeAgent
Since FreeAgent makes an automatic backup of all of your data every five minutes, the possibility of data loss is minimal. However, just in case you’d like a hardcopy of your information, the handy “Export All”function in the FreeAgent software makes it easy as pie. Here is a step-by-step guide on how to export data.

Manage your financial data with Flow
Gathering all of your data together into FreeAgent’s comprehensive cloud accounting package can make your life far easier in the long run. However, tackling the challenge in the first place can sometimes be a daunting. If you’re not sure where to start, fear not. At Flow, we have a wealth of FreeAgent experience and can you get to grips with your data and upload it into FreeAgent.

With Flow’s cloud accounting experts in your corner at every step, managing your data will be a doddle. When you combine our 60 years of experience, unparalleled industry knowledge and impeccable customer service with the functionality and simplicity of FreeAgent, you’ve got yourself a winning formula. What are you waiting for? Find out what Flow and FreeAgent can do for your data management needs today.