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:
A list of both active and archived Clients can be exported with the steps here.
We have a tool in the backend that will export all Expense image receipts that you've uploaded in your Expenses as a .zip file. Please email us from the email on file with your account at email@example.com with the date range and we'll email the data to you.
Note: If you're looking to export your Expenses, you can run an Expense Report and export it with the steps here instead.
Invoices, Estimates & Proposals
- 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, for Estimates here and Proposals here
- To download as a CSV file, please email us with the date range and we'll email the file to you
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.
A list of your Vendors can be exported with the steps at the bottom here.