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How do I export data out of FreshBooks?

Clients & Staff

  1. Go to My Account (top corner)
  2. Click on the Import & Export sub-tab
  3. Click on the Comma Separated File (CSV) next to Export Clients, Invoices, Staff and Timesheets
  4. Click on either Clients or Staff to download
  5. A CSV file will download.

Invoices

There are two ways to download invoices – as a CSV file or as PDFs:

CSV File:

  1. Go to My Account (top corner)
  2. Click on the Import & Export sub-tab
  3. Click on the Comma Separated File (CSV) next to Export Clients, Invoices, Staff and Timesheets
  4. Click on Invoices to download
  5. A CSV file will download to your computer.

PDF:

  1. Go to the Invoices tab
  2. At the bottom corner, click on the all x pages link (x equaling whatever total pages you have)
  3. Check the box next to Invoice at the top of the list (all invoices should be selected)
  4. Click the Print button
  5. All Invoices will download as PDFs to your computer.