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Frequently Asked Questions

How do I export my data out of FreshBooks?

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 

Estimates & Proposals

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.

 

 

 

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