Frequently Asked Questions

How do I import data into my account?

When setting up a FreshBooks account, you can start afresh, or bring in existing data from any previous software. If you're not a fan of manual entry, FreshBooks has your back with our tool that can import data into your account for you, saving you time!

Just put together a CSV file for each type of data with the fields below, and send it to our awesome Support Team at help@freshbooks.com.

What FreshBooks can import:

 

 

Clients

Required Fields

  • Organization
  • First Name
  • Last Name

Optional Fields

  • Email
  • Notes
  • Address
  • City
  • County/Province/State (full name for state/province preferred)
  • Country
  • Code (Zip or Postal)
  • Phone
  • Default currency - as abbreviated code, i.e. USD. Defaults to account's base currency if not provided

 

 

Expenses

Required Fields

  • Date
  • Amount

Optional Fields

  • Notes
  • Vendor
  • Category - defaults to 'Other Expenses' if none provided or does not match existing category. 
  • Currency - as abbreviated code, i.e. 'USD'. Defaults to account's base currency if not provided
  • Tax1 Name i.e. 'HST'
  • Tax1 Percent - i.e. enter '13' for 13% tax NOT '0.13'
  • Tax1 Amount
  • Tax2 Name i.e. 'HST'
  • Tax2 Percent - i.e. enter '13' for 13% tax NOT '0.13'
  • Tax2 Amount
  • Client - Organization Name only (must already exist in account)
  • Author - Last Name, First Name only (must already exist in account as Administrator or Employee)

 

 

Items

Required Fields

  • Item Name (must not already exist in account)
  • Unit Cost

Optional Fields

  • Description
  • Inventory
  • Qty
  • Tax1 Name - i.e. 'GST' (must be existing)
  • Tax2 Name - i.e. 'HST' (must be existing)

 

 

Services

Required Fields

  • Service Name - must not already exist (else this will update existing task instead)

 

 

Taxes

Required Fields

  • Tax Name - i.e. 'HST'
  • Percentage - i.e. '13' for a 13% tax

Optional Fields

  • Tax Number - Government-registered tax number