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All Tutorials /Freshbooks

How to Export Clients from FreshBooks

Updated on:
June 5, 2026
By:
Madhav Bhandari
Use this interactive demo to export your client data from FreshBooks and learn the step-by-step process.

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In this tutorial, you’ll learn how to download a complete list of your clients and their contact information into a CSV file for backups or migration.

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  1. On the left-side navigation bar, hover over the Clients icon (the person silhouette) and click it.
  2. Click on the More Actions button to reveal a dropdown menu.
  3. From the dropdown menu that appears, select Export Clients.
  4. A CSV file will automatically generate and download to your computer.

📌 Why this matters

Exporting your client list creates a portable backup that protects you from data loss and simplifies switching to new accounting software. Beyond basic record-keeping, this CSV file becomes invaluable for marketing campaigns, creating custom reports in Excel, or sharing client data with your accountant or business partners.

You can also merge this data with other business systems like CRM platforms or email marketing tools, giving you flexibility to analyze client patterns and grow your business without being locked into a single platform.

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