2026年に中小企業がFreshBooksを活用するには？

クイックスタート

このガイドでは、FreshBooksのすべての機能について説明します。

• はじめる — Create your FreshBooks account and finish basic setup
• カスタム請求書の使い方 — Brand every invoice with your company logo and colors
• How to Use Easy Navigation — Find any report or client from one simple sidebar
• 支払い管理の使い方 — Accept card and PayPal payments directly on your invoices
• 事前支払いの利用方法 — Charge saved cards and bill retainer clients on schedule
• アプリ連携の使い方 — Sync payroll, eCommerce, and project tools with your books
• 時間追跡の使い方 — Log billable hours and pull them onto invoices instantly
• 経費分類の使い方 — Sort spending into tax-ready expense categories automatically
• プロジェクト管理の使い方 — Run projects with budgets and client feedback in one place
• 走行距離追跡機能の使い方 — Log business drives automatically and claim every deductible mile

所要時間： 各作品につき5分

このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案

このガイドを信頼する理由

I have run my own invoices through FreshBooks for over two years and tested every feature below. This FreshBooks tutorial comes from real hands-on use, not vendor screenshots.

FreshBooks is cloud-based 会計 software built for people who never trained as an accountant.

ほとんど 仕事 owners only ever touch invoices and stop there.

This comprehensive guide shows you how to use FreshBooks properly, feature by feature.

FreshBooksチュートリアル

This How to Use FreshBooks tutorial walks through every feature in order, from your first login to the reports your accountant actually asks for.

フレッシュブックス

Stop losing evenings to 簿記. FreshBooks handles invoices, expenses, and online payments in one place, and its customers get paid an average of five days faster. Try it free for 30 days — no credit card needed.

今すぐFRESHBOOKSをお試しください →

レビュー全文を読む →

Freshbooksの代替サービス →

FreshBooksの利用開始

Finish this one-time setup before you touch any feature.

どのパソコンでも約3分で済みます。

Here is what the setup looked like when I ran it:

それでは、各ステップを順を追って見ていきましょう。

ステップ1：アカウントを作成する

Go to the FreshBooks website and click Try It Free.

Enter your email, pick a password, then add your company name and industry.

✓ チェックポイント: A confirmation email lands in your 受信トレイ within a minute.

ステップ2：会社プロフィールを設定する

Open Settings, then Business Profile, and add your address and contact details.

Upload your company logo here so every invoice carries it. Click Save Changes when you are done.

Here is the dashboard you land on afterwards:

✓ チェックポイント: The dashboard shows outstanding invoices, spending, and revenue cards.

Step 3: Connect Your Bank and Import Clients

Choose Connect Your Bank to pull balances and categorize transactions automatically.

Then import clients and vendors from CSV files, or add a new client by hand.

FreshBooksのカスタム請求書作成機能の使い方

カスタム請求書 lets you build branded invoices with your company logo, colors, and payment terms in minutes.

以下に、その使用方法をステップごとに説明します。

Step 1: Open the Invoices Tab

Click Invoices in the left sidebar, then hit New Invoice.

The blank invoice loads with your company profile already filled in.

Step 2: Add Your Client and Line Items

Pick a client, then add each service with a rate and quantity.

You can add late fees, discounts, and tax lines from the same screen.

これがその様子です。

✓ チェックポイント: A live preview of the invoice appears on the right side.

Step 3: Apply Branding and Send

Upload your company logo, pick a color, then click Send.

Save the layout as one of your recurring templates for next month.

How to Use FreshBooks Easy Navigator

Easy Navigation lets you reach every report, client, and expense from one sidebar without hunting through menus.

以下に、その使用方法をステップごとに説明します。

Step 1: Scan the Left Sidebar

Every core area sits in one column: Clients, Invoices, Expenses, Reports.

Nothing is buried three menus deep like in other accounting software.

Step 2: Use the Dashboard Cards

The dashboard shows outstanding invoices, revenue, and spending at a glance.

Click any card to jump straight into the underlying data.

これがその様子です。

✓ チェックポイント: The dashboard loads with live totals instead of empty placeholders.

Step 3: Pin What You Use Daily

Open Settings and reorder the sidebar to match your routine.

ほとんど フリーランサー keep Invoices and Expenses at the top.

How to Use FreshBooks Payment Manager

支払い管理 lets you accept online payments by card or PayPal and watch invoices mark themselves paid.

以下に、その使用方法をステップごとに説明します。

ステップ1：オンライン決済を有効にする

Go to Settings, then Payments, and switch on card acceptance.

You can also connect PayPal and other payment processors from the same panel.

Step 2: Attach Payment to an Invoice

Open any invoice and tick Allow Online Payments before sending.

Clients then pay from the client portal without creating an account.

これがその様子です。

✓ チェックポイント: A Pay Now button appears on the client preview of your invoice.

Step 3: Track What Landed

Open the Payments screen to see cleared, pending, and failed money.

Each payment links back to the invoice it settled.

FreshBooksの高度な支払い機能の使い方

前払い lets you store card details, charge subscriptions, and bill retainers on a fixed schedule.

以下に、その使用方法をステップごとに説明します。

Step 1: Turn On Advanced Payments

Open Settings, then Payments, and add the Advanced Payments add-on.

This unlocks saved cards and virtual terminal charges.

Step 2: Save a Client Card

Open a client record and store their card with written permission.

The card is tokenized, so raw contact details never sit on your computer.

これがその様子です。

✓ チェックポイント: The client record shows a saved card and an active schedule.

Step 3: Set the Recurring Schedule

Create a recurring profile with the amount, start date, and interval.

FreshBooks then charges the card and emails a receipt automatically.

FreshBooksアプリ連携の使い方

アプリ連携 lets you connect payroll, eCommerce, and project tools so your financial information stays in sync.

以下に、その使用方法をステップごとに説明します。

ステップ1：App Storeを開く

Click your profile icon, then choose Integrations to ブラウズ the app store.

Categories cover payroll, inventory, eCommerce, and email marketing.

Step 2: Connect Your Stack

Pick an app, click Connect, then sign in to that service.

Connect FreshBooks to Gusto and you can run payroll without leaving your books.

これがその様子です。

✓ チェックポイント: The connected app shows a green status badge and a last-sync time.

Step 3: Check the Sync

Return to Integrations and confirm the status reads Connected.

Data flows both ways within a few minutes.

How to Use FreshBooks Time Tracker

時間追跡 lets you track time against clients and projects, then pull those hours straight onto an invoice.

以下に、その使用方法をステップごとに説明します。

Step 1: Start a Timer

Open Time Tracking and click the timer, then pick a client and project.

You can also enter hours manually at the end of the day.

Step 2: Tag the Work

Add a service and a short note so the line item explains itself.

Mark the entry billable or internal before you save.

これがその様子です。

✓ チェックポイント: The weekly timesheet shows your hours grouped by client.

Step 3: Bill the Hours

Create an invoice and choose Add Unbilled Time.

Every logged hour drops in with the correct rate applied.

How to Use FreshBooks Expense Categorizer

経費の分類 lets you sort every purchase into expense categories that map to your tax return.

以下に、その使用方法をステップごとに説明します。

Step 1: Import Your Spending

Connect your bank so new expenses import overnight.

You can also upload CSV files or add purchases by hand.

Step 2: Assign Categories

Open each item and pick a category such as Meals or Software.

Attach receipts by dragging a photo onto the entry.

これがその様子です。

✓ チェックポイント: Uncategorized spending drops toward zero on the Expenses screen.

Step 3: Set Category Rules

Save a rule so the same vendor is coded the same way next time.

Rules apply to every future import automatically.

How to Use FreshBooks Project Manager

プロジェクト管理 lets you run projects with budgets, shared files, and client comments in one workspace.

以下に、その使用方法をステップごとに説明します。

Step 1: Create the Project

Click Projects, then New Project, and set a flat fee or hourly budget.

Assign a new client or an existing one during setup.

Step 2: Invite the Team

Use Add Team Member to invite team members and set their basic information.

Contractors see only the projects you share with them.

これがその様子です。

✓ チェックポイント: The project page lists your team, files, and a live budget bar.

Step 3: Watch the Budget

The project header shows hours logged against hours budgeted.

Discuss changes in the built-in comment thread.

How to Use FreshBooks Mileage Tracker

走行距離追跡 lets you log business trips automatically and claim every deductible mile at tax time.

以下に、その使用方法をステップごとに説明します。

Step 1: Enable Mileage on Mobile

Open the app, tap Mileage, and allow location access.

The app then detects drives in the background.

Step 2: Swipe to Sort Trips

Swipe right for business trips and left for personal ones.

Each business drive gets the current deduction rate applied.

これがその様子です。

✓ チェックポイント: The Mileage tab shows a running deduction total for the year.

Step 3: Export for Your Accountant

Open the mileage report and export it as a file.

Send it to your accountant with the rest of your year-end reports.

FreshBooksのプロ向けヒントとショートカット

After two years inside the FreshBooks platform, these are the helpful tips I keep coming back to.

キーボードショートカット

ほとんどの人が見逃す隠れた機能

• Recurring templates: Save any invoice as a template and FreshBooks bills that client on schedule forever.
• Journal entries: Plus plans let you create journal entries by hand for adjustments your bank feed cannot see.
• Client portal notes: Clients can reply on the invoice itself, which keeps approval history with the bill.
• Retainer reports: Track drawn-down hours against prepaid blocks so you know when to top clients up.

FreshBooksでよくある間違いを避ける方法

間違いその1：銀行勘定調整を怠る

Mistake #2: Sending Invoices Without Payment Terms

Mistake #3: Leaving Expenses Uncategorized

FreshBooksのトラブルシューティング

Problem: Bank Feed Stopped Importing

原因： Your bank changed its login rules, so the connection expired.

修理： Open Banking, click the flagged account, and re-enter your password to reauthorize.

Problem: Client Says the Invoice Never Arrived

原因： Invoice emails often land in spam or in an unmonitored billing inbox.

修理： Check the invoice status for Viewed, then resend or share the client portal link directly.

Problem: Reports Show the Wrong Income

原因： Duplicate entries appear when a payment is recorded by hand and imported by the bank.

修理： Open the Expenses and Payments screens, filter by date, and delete the duplicate.

📌 注記： If none of these help, the FreshBooks support team answers by phone and email.

FreshBooksとは何ですか？

フレッシュブックス is cloud-based accounting software that helps 中小企業 owners handle invoices, expenses, and online payments without hiring a bookkeeper.

Think of it as a billing アシスタント that also keeps your books tidy.

こちらの簡単な概要をご覧ください。

主な機能は以下のとおりです。

• カスタム請求書作成： Design and send invoices that carry your own branding and terms.
• 簡単なナビゲーション: A plain sidebar that keeps every tool one click away.
• 支払い管理: Collect online payments and reconcile them without manual entry.
• 前払い金： Recurring billing and saved cards for retainer work.
• アプリ連携： Hundreds of connections to the other tools you already run.
• 時間追跡: A built-in timer that turns logged hours into billable lines.
• 経費の分類： Automatic categories that keep managing expenses painless.
• プロジェクト管理： Project workspaces that keep scope, files, and billing together.
• 走行距離追跡： Automatic drive logging for anyone who bills windshield time.

FreshBooks customers get paid an average of five days faster than businesses that bill by hand.

詳細なレビューについては、こちらをご覧ください。 FreshBooksのレビュー.

FreshBooksの価格設定

Here is what FreshBooks costs in 2026:

無料トライアル: Yes — 30 days, no card required.

返金保証: No formal guarantee, but you can cancel any month.

💰 最もお得な価格: Plus at $38/month — it adds double-entry accounting, recurring templates, and the reports your accountant expects.

FreshBooksと代替サービスの比較

So how does FreshBooks compare against other accounting software?

おすすめ商品：

• 総合ベスト： FreshBooks — easiest way to send invoices and get paid on time.
• ベスト予算： 波 — free invoicing for freelancers watching every dollar.
• 初心者におすすめ： FreshBooks — nothing here assumes you know debits from credits.
• Best for deep accounting: クイックブックス — more accountants know it inside out.

🎯 FreshBooksの代替アプリ

FreshBooksの代替サービスをお探しですか？おすすめの選択肢はこちらです。

• 🚀 パズルIO: Automated bookkeeping built for venture-backed startups that live inside their accounting data.
• 📊 デクスト： Receipt and document capture that feeds clean data into your existing books.
• 🌟 ゼロ： Full double-entry accounting with unlimited users on every plan and deep bank feeds.
• 🛒 スナイダー： Syncs Shopify, Amazon, and Stripe sales into your books line by line.
• ✅ 楽な月末: Month-end close checklists that keep bookkeeping teams on the same schedule.
• 🏢 ドシット: AI bookkeeping for レストラン groups and franchises with many locations to reconcile.
• 🔧 セージ： Long-established accounting with inventory and payroll modules for established firms.
• 💼 Zohoブックス: Affordable books that plug into the wider Zoho suite of business apps.
• 💰 波： Free invoicing and accounting for freelancers who only pay transaction fees.
• 🏠 クイックン: Personal and light business finance tracking for landlords and sole traders.
• 📥 ハブドック: Pulls bills and statements from vendors automatically, then files them for you.
• 🧾 エクスペンシファイ: Expense reports and corporate cards for teams that reimburse staff often.
• ⭐ クイックブックス: The most widely used accounting software, with the deepest accountant support network.
• ⚡ 自動入力: Scans invoices and receipts, then publishes the data into your ledger.
• 🏛️ ネットスイート: Enterprise resource planning with accounting, inventory, and reporting for large companies.

全リストについては、こちらをご覧ください。 FreshBooksの代替品 ガイド。

⚔️ FreshBooksとの比較

Here is how FreshBooks stacks up against each competitor:

• FreshBooks vs Puzzle IO: FreshBooks wins on invoicing and client work. Puzzle IO suits startup finance teams better.
• FreshBooks vs Dext: Dext only captures paperwork. FreshBooks is the full accounting software around it.
• FreshBooks vs Xero: Xero costs less per seat. FreshBooks is easier for non-accountants to learn quickly.
• FreshBooks vs Synder: Synder handles high-volume eCommerce. FreshBooks handles service billing and client invoices.
• FreshBooks vs Easy Month End: Easy Month End manages the close. FreshBooks actually runs the daily books.
• FreshBooks vs Docyt: Docyt costs far more. FreshBooks fits solo operators and small teams.
• FreshBooks vs Sage: Sage offers deeper modules. FreshBooks offers a friendlier interface and faster setup.
• FreshBooksとZoho Booksの比較: Zoho Books is cheaper. FreshBooks has better invoicing and stronger client-facing features.
• FreshBooks vs Wave: Wave costs nothing to start. FreshBooks adds time tracking, projects, and real support.
• FreshBooksとQuickenの比較: Quicken leans personal. FreshBooks is built for client billing and business finances.
• FreshBooks vs Hubdoc: Hubdoc only collects documents. FreshBooks records, bills, and reports on them.
• FreshBooks vs Expensify: Expensify is built for reimbursements. FreshBooks covers invoicing and full accounting.
• FreshBooksとQuickBooksの比較: QuickBooks has more depth. FreshBooks is easier to learn and faster to invoice with.
• FreshBooksとAutoEntryの比較: AutoEntry is an add-on. FreshBooks is the accounting platform it would feed.
• FreshBooksとNetSuiteの比較: NetSuite serves enterprises. FreshBooks serves freelancers and small business owners.

FreshBooksを今すぐ使い始めましょう

You now know how to use FreshBooks across every major feature:

• ✅ カスタム請求書
• ✅ Easy Navigation
• ✅ 支払い管理
• ✅ 前払い
• ✅ アプリ連携
• ✅ 時間追跡
• ✅ 経費の分類
• ✅ プロジェクト管理
• ✅ 走行距離追跡

次のステップ： Pick one feature and try it today.

Most people start with Custom Invoicing, because that is where the money is.

It takes less than five minutes to send your first bill.

よくある質問

FreshBooksは習得しやすいですか？

Yes. FreshBooks was designed for non-accountants, so most small business owners send their first invoice within 15 minutes of signing up.

FreshBooksのデメリットは何ですか？

Per-client pricing caps get expensive, extra users cost $11 each, and inventory tracking is limited compared with other accounting software.

FreshBooksはどのように機能しますか？

You connect your bank, add clients, then bill them. FreshBooks records payments, sorts expenses, and builds your reports from that activity.

FreshBooksはQuickBooksよりも使いやすいですか？

For invoicing and time tracking, yes. QuickBooks offers deeper accounting features, but FreshBooks has the simpler learning curve for freelancers.

FreshBooksの月額料金はいくらですか？

Lite is $21/month, Plus is $38/month, and Premium is $65/month. The Select plan uses custom pricing for larger teams.