What Happens to Your FreshBooks Account When You Die
Quick Facts
Outstanding invoices
Collect before closing
Client records
Export all
Recurring invoices
May be active
Step-by-Step Guide
Review outstanding invoices
Go to Invoices → Outstanding to see what money is owed to the business. Follow up on collections — this is money the estate is entitled to.
Estimated time: Day 1-3
Pause recurring invoices
Check for active recurring invoices under Invoices → Recurring Templates. Pause them if services are no longer being delivered, but document them first.
Estimated time: Week 1
Export all financial data
Go to Reports and export Profit & Loss, Tax Summary, Expense Reports, and Client lists. Download all invoices and receipts. Export to CSV/PDF.
Estimated time: Week 1
Share data with accountant
Provide exported records to the tax professional for the final business tax return. FreshBooks data supports Schedule C or corporate return preparation.
Estimated time: Week 2
Keep account active during wind-down
Maintain the subscription until all invoices are collected, tax returns are filed, and the accountant confirms no more data is needed.
Estimated time: Month 1+
Document Now Checklist
- FreshBooks login email and password
- Business name on account
- Outstanding invoice amounts
- Whether recurring invoices are active
- Accountant/bookkeeper contact info
Last verified: June 2026. Platform policies may change. Verify current procedures directly with FreshBooks. This guide is for informational purposes only and does not constitute legal advice.
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GitHub
Transfer important private repositories to a trusted collaborator or organisation. Go to Repo Settings → Transfer.
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