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 like QuickBooks. If you're not a fan of manual entry, Clients, Expenses and Items can be imported by you with the steps below. For Taxes, you can email us the below details and we'll take care of it for you:
Types of data FreshBooks can import:
Clients
Clients can be imported using the steps here yourself.
Expenses
You can now import Expenses yourself with the steps here.
Items
Import Items using the steps outlined here.
Taxes
For Taxes, you can put together a CSV file for each type of data with the required columns below first. Then send this from your admin email (that matches your account) with written permission for us to upload, to our awesome Support Team at help@freshbooks.com.
Required Fields
- Tax Name - i.e. 'HST'
- Percentage - i.e. '13' for a 13% tax
Optional Fields
- Tax Number - Government-registered tax number