Here's how to export your data from FreeAgent.
This is useful if you want to take a backup to keep on your own computer (though we do take automatic backups of your data every 5 minutes so that there's minimal risk of data loss).
From the Home page, click Export Data on the left-hand menu.
Then click the Export your Data button.
This will export all your data from FreeAgent as an Excel spreadsheet.
Categories
- Getting Started
- System requirements
- Getting started with FreeAgent; UK businesses
- Getting started with FreeAgent; Universal businesses
- Reset password
- Charities: choosing account type
- Overview screen
- Accounting dates
- The FreeAgent start date; existing business
- The FreeAgent start date; new business
- New user
- View or edit user
- Opening balances
- Initial money owed
- Starting VAT figure: new quarter
- Starting VAT figure; mid-quarter
- Data security and back-up
- Logging in with OpenID
- User access levels
- Can the FreeAgent staff access my data?
- Export data from FreeAgent
- Sole trader or partnership to limited company
- Delete all data
- Accounting
- Balance Sheet
- Trial Balance
- Profit and Loss Account
- What is a Capital Asset?
- The Capital Assets screen
- Purchase of Capital Asset after FreeAgent start date
- Purchase of Capital Asset between start dates
- Purchase of Capital Asset before company start date
- Asset bought on hire purchase
- Aged Debtors
- Aged Creditors
- Show Transactions
- Journal Entries
- Add new category
- View or edit category
- Prepayments
- Accruals
- Banking
- New bank account
- Edit bank account
- What's the difference between personal and business bank accounts?
- Daily Feeds: Barclays Business Accounts
- Guessing explanations for Daily Feed transactions
- Which bank statement uploads does FreeAgent support?
- Upload bank transactions from Online Banking
- File format for bank upload CSV
- Explain uploaded bank transactions
- Undo bank statement upload
- Explaining transactions
- Recording income; must I create invoices?
- Bank reconciliation
- Pay off multiple invoices in one payment
- Transfer money between Accounts
- Remove explanation
- Enter bank transactions manually
- Match a manual entry to an uploaded transaction
- Deal with cash
- Deal with a loan
- Company credit card
- Split a transaction between two categories
- Split a transaction for commission or charges deducted
- Money in and out for company director or employee
- What are Smart User Payments?
- Money in and out for sole trader or partner
- Money received from and paid to users: Universal
- Paying PAYE and NIC with an online filing incentive deducted
- Receipt for a foreign currency invoice - uploaded transactions
- Receipt for a foreign currency invoice - manual transaction
- Cannot see Money Paid to User or Money Received from User
- Money to or from the EU
- Bills
- Contacts
- Dividends
- Estimates
- Expenses
- Introduction to expenses and mileage
- A guide to claiming expenses: categories and explanations
- New expense
- New mileage: UK users
- New mileage: Universal users
- Use-of-home expenses
- Expenses for costs from the EU
- Edit expense or mileage
- Adding unbilled expenses to Invoices
- Expenses dated before the FreeAgent start date
- Expenses paid back to user
- Integrations
- Invoicing
- New invoice
- Theme Gallery
- View or edit invoice
- Add default text to invoice
- Invoice Numbering Schemes
- Price list
- Multi-currency invoicing
- Add VAT to foreign invoices
- VAT only Invoice
- Invoice in a foreign language
- Send invoice to contact
- Automatic invoice emails - New Invoice
- Automatic invoice emails - reminders
- Automatic invoice emails - Thank You
- Recurring invoice profiles
- Pay one invoice
- PayPal receipt
- Correct paid invoice
- Write off unpaid invoice
- Create a credit note
- Net off sales invoice and credit note
- Invoice Devkit
- Creating a custom invoice theme with CSS
- Sell goods to EU
- Sell services to EU
- Miscellaneous
- Payroll
- Projects
- Stock
- Tax
- Tax Timeline feed
- Corporation Tax; Brought forward figures
- Corporation Tax; The screen
- Corporation Tax; Why is my profit split over 2 years?
- PAYE and NI
- Self Assessment
- CIS: subcontractors
- CIS: contractors
- Partnership profit share
- Tax reporting: sole traders, partnerships and LLPs
- Tax reporting: limited companies
- Tax reporting: Universal accounts
- Time Tracking
- VAT
- Can FreeAgent handle the reverse charge?
- Initial VAT settings
- Each VAT return
- Pre-registration costs
- The VAT flat rate scheme
- Change a contact's VAT setting
- Why is VAT added when I rebill zero-rated expenses?
- Corrections in a VAT locked period
- File your VAT return online
- De-register for VAT
- For accountants: the flat rate scheme
- For accountants: cash accounting for VAT
- For Universal users: sales tax settings
- For Universal users: sales tax report
- For Accountants