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Login Try FreeAgent

Meet FreeAgent

  • Overview
  • Dashboard
  • Business Insights from Radar
  • Mobile apps
  • Security
  • Why choose FreeAgent?
  • Customer stories

Nail your admin

  • Estimates
  • Invoicing
  • Expenses
  • Banking
  • Cashflow
  • Projects
  • Time Tracking
  • Payroll

Relax about tax

  • Accounting
  • VAT
  • Self Assessment
  • End of year filing

Get connected

  • Taking payments
  • Small business insurance
  • Find a CoPilot accountant
  • App integrations

Manage your property

  • FreeAgent for Landlords
  • Pricing plans
  • Get FreeAgent for free

Accountants & bookkeepers

  • FreeAgent for accountants
  • Who's FreeAgent for?
  • Partner Programme
  • Partner stories
  • Freelancer accountants
  • Bulk payroll
  • Try FreeAgent for free

Resources

  • Events
  • Guides for you and your clients
  • Webinars and videos
  • Find an accountant

Latest news

  • Blog

Making Tax Digital

  • MTD information hub
  • Free consultation

Partner log-ins

  • Practice Portal
  • Practice Dashboard

Product help & support

  • Knowledge Base
  • Getting started with FreeAgent
  • Contact us

Latest news

  • Blog

Small business resources

  • Guides for running your business
  • Events
  • Accounting glossary
  • UK tax rates
  • Interactive tools
  • Find an accountant

Accountant & bookkeeper resources

  • Guides for you and your clients
  • Events
  • Webinars and videos
Login Try FreeAgent
Knowledge Base Getting Started How to move to FreeAgent Frequently Asked Questions
    1. FreeAgent
    2. Contacts

Contacts

How to manage your customers' and suppliers' details in FreeAgent.

Essentials

  • An introduction to contacts
  • How to generate a statement of account
  • How to add notes to a contact
  • How to set default contact payment terms
  • How to set up a contact as a customer or a supplier

Managing contacts

  • How to add a new contact
  • How to edit a contact's details
  • How to change a contact's VAT setting
  • How to delete or hide a contact

Importing and exporting contacts

  • How to import contacts
  • CSV file formats for importing contacts
  • How to import contacts from Basecamp
  • How to export contacts

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