Szybki start
W tym przewodniku omówiono wszystkie funkcje FreshBooks:
- Rozpoczęcie pracy — Create your FreshBooks account and finish basic setup
- Jak korzystać z niestandardowego fakturowania — Brand every invoice with your company logo and colors
- How to Use Easy Navigation — Find any report or client from one simple sidebar
- Jak korzystać z Zarządzania Płatnościami — Accept card and PayPal payments directly on your invoices
- Jak korzystać z płatności zaliczkowych — Charge saved cards and bill retainer clients on schedule
- Jak korzystać z integracji aplikacji — Sync payroll, eCommerce, and project tools with your books
- Jak korzystać z funkcji śledzenia czasu — Log billable hours and pull them onto invoices instantly
- Jak korzystać z kategoryzacji wydatków — Sort spending into tax-ready expense categories automatically
- Jak korzystać z zarządzania projektami — Run projects with budgets and client feedback in one place
- Jak korzystać ze śledzenia przebiegu — Log business drives automatically and claim every deductible mile
Czas potrzebny: 5 minut na każdy film
Również w tym przewodniku: Profesjonalne porady | Typowe błędy | Rozwiązywanie problemów | Wycena | Alternatywy
Dlaczego warto zaufać temu przewodnikowi
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 księgowość software built for people who never trained as an accountant.
Bardzo biznes owners only ever touch invoices and stop there.
This comprehensive guide shows you how to use FreshBooks properly, feature by feature.
Samouczek FreshBooks
This How to Use FreshBooks tutorial walks through every feature in order, from your first login to the reports your accountant actually asks for.
FreshBooks
Stop losing evenings to księgowość. 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.
Rozpoczęcie pracy z FreshBooks
Finish this one-time setup before you touch any feature.
Na dowolnym komputerze zajmuje to około trzech minut.
Here is what the setup looked like when I ran it:
Przyjrzyjmy się teraz każdemu krokowi.
Krok 1: Utwórz swoje konto
Go to the FreshBooks website and click Try It Free.
Enter your email, pick a password, then add your company name and industry.
✓ Punkt kontrolny: A confirmation email lands in your skrzynka odbiorcza within a minute.
Krok 2: Skonfiguruj profil swojej firmy
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:
✓ Punkt kontrolny: 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.
✅ Zrobione: Your FreshBooks account is live and ready for every feature below.
Jak korzystać z niestandardowego fakturowania w FreshBooks
Niestandardowe fakturowanie lets you build branded invoices with your company logo, colors, and payment terms in minutes.
Oto instrukcja krok po kroku, jak z niego korzystać.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Your first branded invoice is out the door and tracked.
💡 Wskazówka: Turn on automatic payment reminders here so you never chase a late invoice by hand again.
How to Use FreshBooks Easy Navigator
Easy Navigation lets you reach every report, client, and expense from one sidebar without hunting through menus.
Oto instrukcja krok po kroku, jak z niego korzystać.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
Bardzo freelancerzy keep Invoices and Expenses at the top.
✅ Wynik: You can reach any screen in the FreshBooks platform in two clicks.
💡 Wskazówka: Press the search icon and type a client name to jump to their full history natychmiast.
How to Use FreshBooks Payment Manager
Zarządzanie płatnościami lets you accept online payments by card or PayPal and watch invoices mark themselves paid.
Oto instrukcja krok po kroku, jak z niego korzystać.
Krok 1: Włącz płatności online
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: You get paid faster because clients pay in one click.
💡 Wskazówka: Share a direct payment link on your website to collect money without issuing invoices at all.
Jak korzystać z zaawansowanych płatności FreshBooks
Płatności z góry lets you store card details, charge subscriptions, and bill retainers on a fixed schedule.
Oto instrukcja krok po kroku, jak z niego korzystać.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Retainer revenue arrives on the same day every month with zero chasing.
💡 Wskazówka: Set retainers to charge two days before your own bill dates to smooth cash flow.
Jak korzystać z integracji aplikacji FreshBooks
Integracja aplikacji lets you connect payroll, eCommerce, and project tools so your financial information stays in sync.
Oto instrukcja krok po kroku, jak z niego korzystać.
Krok 1: Otwórz App Store
Click your profile icon, then choose Integrations to przeglądać 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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Your other tools now push data into FreshBooks automatically.
💡 Wskazówka: Connect your bank first, since automatic transaction feeds cut manual entry more than any other integration.
How to Use FreshBooks Time Tracker
Śledzenie czasu lets you track time against clients and projects, then pull those hours straight onto an invoice.
Oto instrukcja krok po kroku, jak z niego korzystać.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Billable hours reach an invoice without a spreadsheet in between.
💡 Wskazówka: The mobile apps run the same timer, so on-site work gets logged before you forget it.
How to Use FreshBooks Expense Categorizer
Kategoryzacja wydatków lets you sort every purchase into expense categories that map to your tax return.
Oto instrukcja krok po kroku, jak z niego korzystać.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Keeping track of spending stops being a March emergency.
💡 Wskazówka: Snap receipts with the mobile app and OCR scanning reads the amount and vendor for you.
How to Use FreshBooks Project Manager
Zarządzanie projektami lets you run projects with budgets, shared files, and client comments in one workspace.
Oto instrukcja krok po kroku, jak z niego korzystać.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Scope creep shows up on screen before it eats your margin.
💡 Wskazówka: Set the budget alert at 80% so you can renegotiate before the project runs over.
How to Use FreshBooks Mileage Tracker
Śledzenie przebiegu lets you log business trips automatically and claim every deductible mile at tax time.
Oto instrukcja krok po kroku, jak z niego korzystać.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Deductible miles are captured instead of forgotten.
💡 Wskazówka: Review trips every Friday, because the app cannot guess which drives were personal errands.
Porady i skróty FreshBooks Pro
After two years inside the FreshBooks platform, these are the helpful tips I keep coming back to.
Skróty klawiaturowe
| Działanie | Skrót |
|---|---|
| Otwórz wyszukiwanie globalne | / |
| Create a new invoice | Shift + I |
| Log new expenses | Shift + E |
| Start or stop the timer | Shift + T |
Ukryte funkcje, których większość ludzi nie dostrzega
- 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 Typowe błędy, których należy unikać
Błąd nr 1: Pominięcie uzgodnienia bankowego
❌ Źle: Importing transactions and never matching them against your statement.
✅ Po prawej: Reconcile monthly so your financial reporting matches the money that actually moved.
Mistake #2: Sending Invoices Without Payment Terms
❌ Źle: Emailing invoices with no due date, then wondering why nobody paid.
✅ Po prawej: Set net-14 terms, switch on automatic payment reminders, and add late fees.
Mistake #3: Leaving Expenses Uncategorized
❌ Źle: Letting receipts pile up untagged until March, then guessing at expense categories.
✅ Po prawej: Code new expenses weekly so your profit and loss statements stay honest.
Rozwiązywanie problemów z FreshBooks
Problem: Bank Feed Stopped Importing
Przyczyna: Your bank changed its login rules, so the connection expired.
Naprawić: Open Banking, click the flagged account, and re-enter your password to reauthorize.
Problem: Client Says the Invoice Never Arrived
Przyczyna: Invoice emails often land in spam or in an unmonitored billing inbox.
Naprawić: Check the invoice status for Viewed, then resend or share the client portal link directly.
Problem: Reports Show the Wrong Income
Przyczyna: Duplicate entries appear when a payment is recorded by hand and imported by the bank.
Naprawić: Open the Expenses and Payments screens, filter by date, and delete the duplicate.
📌 Notatka: If none of these help, the FreshBooks support team answers by phone and email.
Czym jest FreshBooks?
FreshBooks is cloud-based accounting software that helps mała firma owners handle invoices, expenses, and online payments without hiring a bookkeeper.
Think of it as a billing asystent that also keeps your books tidy.
Obejrzyj ten krótki przegląd:
Zawiera następujące kluczowe funkcje:
- Fakturowanie niestandardowe: Design and send invoices that carry your own branding and terms.
- Łatwa nawigacja: A plain sidebar that keeps every tool one click away.
- Zarządzanie płatnościami: Collect online payments and reconcile them without manual entry.
- Płatności z góry: Recurring billing and saved cards for retainer work.
- Integracja aplikacji: Hundreds of connections to the other tools you already run.
- Śledzenie czasu: A built-in timer that turns logged hours into billable lines.
- Kategoryzacja wydatków: Automatic categories that keep managing expenses painless.
- Zarządzanie projektami: Project workspaces that keep scope, files, and billing together.
- Śledzenie przebiegu: 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.
Aby zapoznać się z pełną recenzją, zobacz naszą Recenzja FreshBooks.
Cennik FreshBooks
Here is what FreshBooks costs in 2026:
| Plan | Cena | Najlepsze dla |
|---|---|---|
| Lekki | 21 USD/miesiąc | Freelancers billing up to five clients |
| Plus | 38 USD/miesiąc | Owners needing a balance sheet and journal entries |
| Premia | 65 USD/miesiąc | Growing firms with unlimited clients and projects |
| Wybierać | Zwyczaj | Larger teams wanting a dedicated account manager |
Bezpłatny okres próbny: Yes — 30 days, no card required.
Gwarancja zwrotu pieniędzy: No formal guarantee, but you can cancel any month.
💰 Najlepszy stosunek jakości do ceny: Plus at $38/month — it adds double-entry accounting, recurring templates, and the reports your accountant expects.
FreshBooks kontra alternatywy
So how does FreshBooks compare against other accounting software?
| Narzędzie | Najlepsze dla | Cena | Ocena |
|---|---|---|---|
| FreshBooks | Client invoicing and time tracking | 21 USD/mies. | ⭐ 4.3 |
| Puzzle IO | Startups wanting automated books | 42,50 USD/mies. | ⭐ 3,5 |
| Zręczność | Przechwytywanie paragonów | 25,21 USD/mies. | ⭐ 4.3 |
| Xero | Rozwijające się firmy | 5,80 USD/mies. | ⭐ 4,5 |
| Synder | eCommerce sellers | 52 USD/mies. | ⭐ 4.1 |
| Łatwy koniec miesiąca | Close checklists | 45 USD/mies. | ⭐ 3.8 |
| Docyt | Firmy wielooddziałowe | 299 USD/mies. | ⭐ 4 |
| Szałwia | Tradycyjna księgowość | 18 USD/mies. | ⭐ 4.2 |
Szybkie typy:
- Najlepszy ogółem: FreshBooks — easiest way to send invoices and get paid on time.
- Najlepszy budżet: Fala — free invoicing for freelancers watching every dollar.
- Najlepsze dla początkujących: FreshBooks — nothing here assumes you know debits from credits.
- Best for deep accounting: QuickBooks — more accountants know it inside out.
🎯 Alternatywy dla FreshBooks
Szukasz alternatyw dla FreshBooks? Oto najlepsze opcje:
- 🚀 Zagadka IO: Automated bookkeeping built for venture-backed startups that live inside their accounting data.
- 📊 Zręczność: Receipt and document capture that feeds clean data into your existing books.
- 🌟 Ksero: Full double-entry accounting with unlimited users on every plan and deep bank feeds.
- 🛒 Synder: Syncs Shopify, Amazon, and Stripe sales into your books line by line.
- ✅ Łatwy koniec miesiąca: Month-end close checklists that keep bookkeeping teams on the same schedule.
- 🏢 Docyt: AI bookkeeping for restauracja groups and franchises with many locations to reconcile.
- 🔧 Szałwia: Long-established accounting with inventory and payroll modules for established firms.
- 💼 Książki Zoho: Affordable books that plug into the wider Zoho suite of business apps.
- 💰 Fala: Free invoicing and accounting for freelancers who only pay transaction fees.
- 🏠 Ożywiać: Personal and light business finance tracking for landlords and sole traders.
- 📥 Hubdoc: Pulls bills and statements from vendors automatically, then files them for you.
- 🧾 Koszty: Expense reports and corporate cards for teams that reimburse staff often.
- ⭐ QuickBooks: The most widely used accounting software, with the deepest accountant support network.
- ⚡ Automatyczne wprowadzanie: Scans invoices and receipts, then publishes the data into your ledger.
- 🏛️ NetSuite: Enterprise resource planning with accounting, inventory, and reporting for large companies.
Aby zobaczyć pełną listę, zobacz naszą Alternatywy dla FreshBooks przewodnik.
⚔️ Porównanie FreshBooks
Here is how FreshBooks stacks up against each competitor:
- FreshBooks kontra Puzzle IO: FreshBooks wins on invoicing and client work. Puzzle IO suits startup finance teams better.
- FreshBooks kontra Dext: Dext only captures paperwork. FreshBooks is the full accounting software around it.
- FreshBooks kontra Xero: Xero costs less per seat. FreshBooks is easier for non-accountants to learn quickly.
- FreshBooks kontra Synder: Synder handles high-volume eCommerce. FreshBooks handles service billing and client invoices.
- FreshBooks kontra łatwy koniec miesiąca: Easy Month End manages the close. FreshBooks actually runs the daily books.
- FreshBooks kontra Docyt: Docyt costs far more. FreshBooks fits solo operators and small teams.
- FreshBooks kontra Sage: Sage offers deeper modules. FreshBooks offers a friendlier interface and faster setup.
- FreshBooks kontra Zoho Books: Zoho Books is cheaper. FreshBooks has better invoicing and stronger client-facing features.
- FreshBooks kontra Wave: Wave costs nothing to start. FreshBooks adds time tracking, projects, and real support.
- FreshBooks kontra Quicken: Quicken leans personal. FreshBooks is built for client billing and business finances.
- FreshBooks kontra Hubdoc: Hubdoc only collects documents. FreshBooks records, bills, and reports on them.
- FreshBooks kontra Expensify: Expensify is built for reimbursements. FreshBooks covers invoicing and full accounting.
- FreshBooks kontra QuickBooks: QuickBooks has more depth. FreshBooks is easier to learn and faster to invoice with.
- FreshBooks kontra AutoEntry: AutoEntry is an add-on. FreshBooks is the accounting platform it would feed.
- FreshBooks kontra NetSuite: NetSuite serves enterprises. FreshBooks serves freelancers and small business owners.
Zacznij korzystać z FreshBooks już teraz
You now know how to use FreshBooks across every major feature:
- ✅ Fakturowanie niestandardowe
- ✅ Easy Navigation
- ✅ Zarządzanie płatnościami
- ✅ Płatności z góry
- ✅ Integracja aplikacji
- ✅ Rejestracja czasu
- ✅ Kategoryzacja wydatków
- ✅ Zarządzanie projektami
- ✅ Śledzenie przebiegu
Następny krok: 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.
Często zadawane pytania
Czy nauka obsługi FreshBooks jest łatwa?
Yes. FreshBooks was designed for non-accountants, so most small business owners send their first invoice within 15 minutes of signing up.
Jakie są wady FreshBooks?
Per-client pricing caps get expensive, extra users cost $11 each, and inventory tracking is limited compared with other accounting software.
Jak działa FreshBooks?
You connect your bank, add clients, then bill them. FreshBooks records payments, sorts expenses, and builds your reports from that activity.
Czy FreshBooks jest łatwiejszy w użyciu niż QuickBooks?
For invoicing and time tracking, yes. QuickBooks offers deeper accounting features, but FreshBooks has the simpler learning curve for freelancers.
Ile kosztuje miesięcznie FreshBooks?
Lite is $21/month, Plus is $38/month, and Premium is $65/month. The Select plan uses custom pricing for larger teams.
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