2026년 중소기업을 위한 FreshBooks 활용법은 무엇일까요?

빠른 시작

이 가이드에서는 FreshBooks의 모든 기능을 다룹니다.

• 시작하기 — Create your FreshBooks account and finish basic setup
• 맞춤형 송장 사용 방법 — Brand every invoice with your company logo and colors
• How to Use Easy Navigation — Find any report or client from one simple sidebar
• 결제 관리 사용 방법 — Accept card and PayPal payments directly on your invoices
• 선불 결제 사용 방법 — Charge saved cards and bill retainer clients on schedule
• 앱 연동 사용 방법 — Sync payroll, eCommerce, and project tools with your books
• 시간 추적 사용 방법 — Log billable hours and pull them onto invoices instantly
• 비용 분류 사용 방법 — Sort spending into tax-ready expense categories automatically
• 프로젝트 관리 활용법 — Run projects with budgets and client feedback in one place
• 주행 거리 추적 사용 방법 — Log business drives automatically and claim every deductible mile

소요 시간: 각 작품당 5분

이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안

이 가이드를 신뢰해야 하는 이유

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 회계 software built for people who never trained as an accountant.

최대 사업 owners only ever touch invoices and stop there.

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

FreshBooks 튜토리얼

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

프레시북스

Stop losing evenings to 부기. 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.

지금 바로 프레쉬북스를 사용해 보세요 →

전체 리뷰 읽기 →

Freshbooks 대안 →

FreshBooks 시작하기

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

Loading...

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

이제 각 단계를 하나씩 살펴보겠습니다.

1단계: 계정 생성

Go to the FreshBooks website and click Try It Free.

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

✓ 검문소: A confirmation email lands in your 받은 편지함 within a minute.

2단계: 회사 프로필 설정

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:

✓ 검문소: 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 사용자 지정 송장 사용 방법

맞춤형 송장 발행 lets you build branded invoices with your company logo, colors, and payment terms in minutes.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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.

최대 프리랜서 keep Invoices and Expenses at the top.

How to Use FreshBooks Payment Manager

결제 관리 lets you accept online payments by card or PayPal and watch invoices mark themselves paid.

다음은 단계별 사용 방법입니다.

1단계: 온라인 결제 활성화

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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 고급 결제 사용 방법

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

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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 앱 연동 사용 방법

앱 통합 lets you connect payroll, eCommerce, and project tools so your financial information stays in sync.

다음은 단계별 사용 방법입니다.

1단계: 앱스토어를 엽니다.

Click your profile icon, then choose Integrations to 먹다 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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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

시간 추적 lets you track time against clients and projects, then pull those hours straight onto an invoice.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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

비용 분류 lets you sort every purchase into expense categories that map to your tax return.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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

프로젝트 관리 lets you run projects with budgets, shared files, and client comments in one workspace.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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

주행 거리 추적 lets you log business trips automatically and claim every deductible mile at tax time.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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 전문가 팁 및 바로가기

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

키보드 단축키

대부분의 사람들이 놓치는 숨겨진 기능들

• 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.

FreshBooks에서 흔히 저지르는 실수들을 피하는 방법

실수 1: 은행 계정 조정을 건너뛰는 것

Mistake #2: Sending Invoices Without Payment Terms

Mistake #3: Leaving Expenses Uncategorized

FreshBooks 문제 해결

Problem: Bank Feed Stopped Importing

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

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

Problem: Client Says the Invoice Never Arrived

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

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

Problem: Reports Show the Wrong Income

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

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

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

FreshBooks란 무엇인가요?

프레시북스 is cloud-based accounting software that helps 소규모 사업 owners handle invoices, expenses, and online payments without hiring a bookkeeper.

Think of it as a billing 어시스턴트 that also keeps your books tidy.

이 간단한 개요를 시청하세요:

이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.

• 맞춤형 송장 발행: Design and send invoices that carry your own branding and terms.
• 간편한 탐색: A plain sidebar that keeps every tool one click away.
• 결제 관리: Collect online payments and reconcile them without manual entry.
• 선불금: Recurring billing and saved cards for retainer work.
• 앱 연동: Hundreds of connections to the other tools you already run.
• 시간 추적: A built-in timer that turns logged hours into billable lines.
• 비용 분류: Automatic categories that keep managing expenses painless.
• 프로젝트 관리: Project workspaces that keep scope, files, and billing together.
• 주행 거리 추적: 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.

자세한 내용은 저희 웹사이트를 참조하세요. FreshBooks 리뷰.

FreshBooks 가격

Here is what FreshBooks costs in 2026:

무료 체험: Yes — 30 days, no card required.

환불 보장: No formal guarantee, but you can cancel any month.

💰 최고의 가성비: Plus at $38/month — it adds double-entry accounting, recurring templates, and the reports your accountant expects.

FreshBooks와 다른 대안들 비교

So how does FreshBooks compare against other accounting software?

빠른 추천:

• 종합 최고상: FreshBooks — easiest way to send invoices and get paid on time.
• 최고의 가성비: 파도 — free invoicing for freelancers watching every dollar.
• 초보자에게 가장 적합: FreshBooks — nothing here assumes you know debits from credits.
• Best for deep accounting: 퀵북스 — more accountants know it inside out.

🎯 FreshBooks 대안

FreshBooks 대안을 찾고 계신가요? 최고의 옵션들을 소개합니다:

• 🚀 퍼즐 IO: Automated bookkeeping built for venture-backed startups that live inside their accounting data.
• 📊 덱스트: Receipt and document capture that feeds clean data into your existing books.
• 🌟 제로: Full double-entry accounting with unlimited users on every plan and deep bank feeds.
• 🛒 시나이더: Syncs Shopify, Amazon, and Stripe sales into your books line by line.
• ✅ 손쉬운 월말 정산: Month-end close checklists that keep bookkeeping teams on the same schedule.
• 🏢 도씨트: AI bookkeeping for 식당 groups and franchises with many locations to reconcile.
• 🔧 세이지: Long-established accounting with inventory and payroll modules for established firms.
• 💼 조호 북스: Affordable books that plug into the wider Zoho suite of business apps.
• 💰 파도: Free invoicing and accounting for freelancers who only pay transaction fees.
• 🏠 빠르게 하다: Personal and light business finance tracking for landlords and sole traders.
• 📥 허브독: Pulls bills and statements from vendors automatically, then files them for you.
• 🧾 Expensify: Expense reports and corporate cards for teams that reimburse staff often.
• ⭐ 퀵북스: The most widely used accounting software, with the deepest accountant support network.
• ⚡ 자동 입력: Scans invoices and receipts, then publishes the data into your ledger.
• 🏛️ 넷스위트: Enterprise resource planning with accounting, inventory, and reporting for large companies.

전체 목록은 다음을 참조하세요. FreshBooks 대안 가이드.

⚔️ 프레시북스 비교

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.
• FreshBooks와 Xero 비교: 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 vs Zoho Books: 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.
• FreshBooks와 Quicken 비교: 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 vs QuickBooks: QuickBooks has more depth. FreshBooks is easier to learn and faster to invoice with.
• FreshBooks vs AutoEntry: AutoEntry is an add-on. FreshBooks is the accounting platform it would feed.
• FreshBooks vs NetSuite: NetSuite serves enterprises. FreshBooks serves freelancers and small business owners.

지금 바로 FreshBooks를 사용해 보세요

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

• ✅ 맞춤형 송장 발행
• ✅ Easy Navigation
• ✅ 결제 관리
• ✅ 선불금
• ✅ 앱 연동
• ✅ 시간 추적
• ✅ 비용 분류
• ✅ 프로젝트 관리
• ✅ 주행 거리 추적

다음 단계: 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.

자주 묻는 질문

FreshBooks는 배우기 쉬운가요?

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

FreshBooks의 단점은 무엇인가요?

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

FreshBooks는 어떻게 작동하나요?

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

FreshBooks가 QuickBooks보다 사용하기 쉬운가요?

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

FreshBooks의 월 이용료는 얼마인가요?

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