There will be an Export to button in the top right corner of the report to save it as an Excel or CSV file.įor recommended reports for tax season, check out this article. Go to the Reports tab in your FreshBooks account and run any report you need. If you are looking to export your Expenses (no receipt images), you can run an Expense Report yourself instead. Please email us at or give us a call at 1-86 to request this and we’ll email the data to you! zip file (date range optional upon request). ![]() We have tools in the backend that will export all Items out as a CSV file and all Expense receipt images as a. Be sure to choose 'Create new worksheet' and 'in new workbook. ![]() Click the arrow next to the 'Excel' button in the toolbar and select 'Export Customer List.' You'll be taken to the 'Export' window.
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