How to Export Clients from FreshBooks

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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.