You can download data from your FreshBooks account in a variety of formats including PDFs and CSV files. To export your data, review any of the following:
- Chart of Accounts
- Clients
- Expenses
- FreshBooks Payroll
- Invoices, Estimates, and Proposals
- Items and Services
- Reports
- Vendors
Chart of Accounts
Review Export Chart of Accounts to download your Chart of Accounts as a CSV file, including all active, archived, and deleted accounts.
Clients
Review Manage Clients to download active and archived clients as a CSV file, including all secondary contacts.
Expenses
- Expenses - Review Export Expenses or run the Expense Report to download active and archived expenses as a CSV file
- Expense Receipts - Review Export Expense Receipts to download uploaded receipt images
FreshBooks Payroll
If you use the FreshBooks Payroll add-on, you can export your payroll information including the following:
- Payroll Reports - Review the Payroll Journal Report and Contractor Payment Report to download your payroll runs and contractor payments as a CSV file
- Payroll Tax Documents - Review View Tax Documents to download tax and payroll-related documents as PDFs
Invoices, Estimates, and Proposals
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Invoices
- PDFs - Review Bulk Actions to download invoices as separate PDFs
- CSV File - Review Export Invoices to download active and archived invoices as a CSV file
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Estimates and Proposals
- PDFs - Review Manage Estimates to download estimates and proposals as separate PDFs
- CSV File - Reach out to our Support team with the date range and any other filters, a CSV file will be emailed to you
Items and Services
- Items - Review Export Items to download active and archived items as a CSV file
- Services - Review Export Services to download active and archived services as a CSV file
Reports
Review How do I export my reports? to export any of your reports as a CSV or PDF file.
For quick access, select the star icon next to any report in your list of reports. These will be listed under Favorite Reports at the top of the Reports section.
Vendors
Review Manage Vendors to download active and archived vendors as a CSV file.
