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Is there a way to import data into my FreshBooks account?

Yes, however, the data that you are able to import is limited.  You are not able to import invoices or expenses.  You can only import client records into FreshBooks.

The following formats are directly supported in the FreshBooks system:

  • Microsoft Outlook
  • Gmail
  • Yahoo! Mail
  • vCard (e.g. Mac OS X Address Book)
  • QuickBooks 2004
  • QuickBooks 2005
  • Simply Accounting
  • FreshBooks Comma Separated File (CSV)


To import client records from any of the above sources, just navigate to:

  1. Click on My Account on the top-right of your screen.
  2. In the sub-navigation. click on the Import/Export link.
  3. Choose what kind of file you want to upload.

If the upload was successful, you will be presented with a list to review and select contacts that you want to import to your FreshBooks account.

FreshBooks Comma Separated File (CSV)

When uploading a FreshBooks CSV, you must follow the same format provided in this Sample File. There are four columns in this file that must be filled in to ensure your file is imported correctly: Organization, First Name, Last Name and Email.