Export your account data using a mobile browser
This article explains how to export your account data using the browser on your mobile device.
This is useful if you want to make a backup to keep on your own computer.
The FreeAgent support team will never export your account data. However, if a support team member needs to investigate an issue in more detail, they might ask you to export data from your FreeAgent account. With support access granted, they will then be able to access the data in your Export All Data area.
Please note:
- The export file created when backing up your data is for record keeping only and cannot be restored back into FreeAgent.
- You need full (level 8) access to export account data.
Export your account data
Open the browser on your mobile device, visit the FreeAgent login page (https://login.freeagent.com/login) and enter the email address and password associated with your FreeAgent account in the relevant fields.
Then, tap ‘Log in’. Read more about how to log in to FreeAgent using a mobile browser.
Once logged in, go to the settings cog in the top-right and select ‘Settings’ from the drop-down menu.
Next, select ‘Export All Data’.
Choose what kind of information you’d like to export and select ‘Export data’. You can either export all of your account data into a spreadsheet file, or you can export all of your files and attachments into a zip folder.
Account data
Select this option to download your account data in an Excel spreadsheet file. The spreadsheet includes some of the following information from your FreeAgent account:
- bank accounts
- explained bank transactions (the Bank Account Entries tab)
- all bank transactions, including ones that aren't yet explained (the Bank Account Transactions tab)
- payslips
- contacts
- projects
- invoices
- estimates
- bills
- expenses
- tasks
- timeslips
- VAT returns with net liability, accounting basis and Flat Rate Scheme types only
- recurring invoices
Files, receipt images and attachments
Select this option to download all the images, files and assorted attachments that you’ve uploaded to your FreeAgent account. They will download into a zip file, and can be downloaded again from the ‘Your recent data and attachments’ area.
Your recent data and attachments
Once your download has been created, you’ll see a ‘Your recent data and attachments’ section, showing your most recent export.
FreeAgent will also send you an email with a link to the file which you can download onto your computer or device. Alternatively, you can select ‘Download’ in the ‘Your recent data and attachments’ section. The download will be available for 7 days, after which it will expire.