Exporting Clients From FreshBooks

You can export clients from FreshBooks for Quickbooks by:

1. Clicking on the My Account link at the top right of your FreshBooks account.
2. In the sub-navigation menu, click on the link, Import/Export.
3. Under Export Clients, click on QuickBooks.
4. To export clients, click on the Clients link and save to your local computer.

Please note though that you would have to adjust and massage a fair bit before it becomes useful in QuickBooks.

To Import Clients from Quickbooks to FreshBooks

1. Clicking on the My Account link at the top right of your FreshBooks account.
2. In the sub-navigation menu, click on the link, Import/Export.
3. Under Import Clients, click on either the QuickBooks 2004t or QuickBooks 2004t links.
4. Under Import Your File, click on the Choose File button, select your Quickbooks file.
5. Click on the button Import

How Do Users Use FreshBooks in-conjunction with QuickBooks?

For the most part, users utilize FreshBooks for their day-to-day invoicing and time tracking, then they export their data to Quickbooks (or some other accounting package)  on a quarterly or yearly basis.

Additional Resources:

• FreshBooks Forum: FreshBooks In-Tandem with Quickbooks