If you need to save your data offline or export it out for other uses, use the below steps depending on what you need exported:
Clients
A list of both active and archived Clients can be exported with the steps here.
Expense Receipts
We have a tool in the backend that will export all Expense receipts that you've uploaded in your Expenses as a .zip file. Please email us from the email on file with your account at help@freshbooks.com with the date range and we'll email the data to you.
Invoices, Estimates & Proposals
Invoices
- To download as PDF, follow the steps here
- To download as a CSV file, run an Invoice Details Report with any filters as needed
Estimates & Proposals
- To download as PDF, follow the steps here
- To download as a CSV file, please email us at help@freshbooks.com with the date range and we'll email the file to you
Reports
Every Report in your account is available to download as a CSV file, or as a PDF file via the Print options. You can refer to the steps outlined here.