Start your switch: how to move your sole trader 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 choosing the right accounting basis 
• 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 expenses
• make quarterly Making Tax Digital (MTD) for Income Tax submissions and file your annual tax return directly to HMRC
• make it yours by adding your logo and customising invoice templates