{"id":98657,"date":"2025-04-30T14:07:08","date_gmt":"2025-04-30T14:07:08","guid":{"rendered":"https:\/\/fahimai.com\/?p=98657"},"modified":"2026-04-09T19:55:58","modified_gmt":"2026-04-09T16:55:58","slug":"how-to-use-freshbooks","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/pl\/how-to-use-freshbooks","title":{"rendered":"How to Use FreshBooks for Small Business in 2026?"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image148461_df4098-0d.kb-image-is-ratio-size, .kb-image148461_df4098-0d .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image148461_df4098-0d.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image148461_df4098-0d .kb-image-is-ratio-size{align-self:unset;}.kb-image148461_df4098-0d figure{max-width:350px;}.kb-image148461_df4098-0d .image-is-svg, .kb-image148461_df4098-0d .image-is-svg img{width:100%;}.kb-image148461_df4098-0d .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image148461_df4098-0d\"><figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/FreshBooks-CTA.png\" alt=\"FreshBooks CTA\" class=\"kb-img wp-image-92050\" title=\"\"><\/figure><\/div>\n<\/div>\n\n\n\n<p><strong>This guide covers every FreshBooks feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-freshbooks\">Getting Started<\/a> \u2014 Create your FreshBooks account and set up your company profile<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshbooks-custom-invoicing\">How to Use Custom Invoicing<\/a> \u2014 Send invoices with your company logo and get paid faster<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshbooks-payment-management\">How to Use Payment Management<\/a> \u2014 Track online payments and set up automatic payment reminders<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshbooks-expense-categorizing\">How to Use Expense Categorizing<\/a> \u2014 Organize new expenses into categories for better reporting<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshbooks-time-tracking\">How to Use Time Tracking<\/a> \u2014 Track time on projects and bill clients accurately<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshbooks-financial-reporting\">How to Use Financial Reporting<\/a> \u2014 Run profit and loss statements and balance sheet reports<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshbooks-apps-integration\">How to Use Apps Integration<\/a> \u2014 Connect FreshBooks to payment processors and other tools<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshbooks-project-management\">How to Use Project Management<\/a> \u2014 Manage projects and track profitability in one place<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshbooks-mileage-tracking\">How to Use Mileage Tracking<\/a> \u2014 Log business mileage automatically with mobile apps<\/li>\n<\/ul>\n\n\n\n<p><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p><strong>Also in this guide:<\/strong> <a href=\"#freshbooks-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#freshbooks-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#freshbooks-troubleshooting\">Troubleshooting<\/a> | <a href=\"#freshbooks-pricing\">Pricing<\/a> | <a href=\"#freshbooks-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p>I&#8217;ve used FreshBooks for over two years and tested every feature covered here.<\/p>\n\n\n\n<p>This how to use FreshBooks tutorial comes from real hands-on experience \u2014 not marketing fluff or vendor screenshots.<\/p>\n\n\n\n<p>I&#8217;ve sent hundreds of invoices, tracked thousands of expenses, and run dozens of financial reports using this software.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"420\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/04\/Fahim-AI-5-1-23.png\" alt=\"How to Use FreshBooks\" class=\"wp-image-98668\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/04\/Fahim-AI-5-1-23.png 800w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/04\/Fahim-AI-5-1-23-480x252.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>FreshBooks is one of the most popular <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-restaurants\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97921\" target=\"_blank\" rel=\"noopener\">accounting<\/a> software tools for small business owners today.<\/p>\n\n\n\n<p>But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p>This guide shows you how to use FreshBooks to manage your <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-ai-tools-for-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97942\">business<\/a> finances step by step.<\/p>\n\n\n\n<p>Every feature is covered with helpful tips and real examples.<\/p>\n\n\n\n<p>Whether you need to send invoices, track time, or run payroll, this guide walks you through it.<\/p>\n\n\n\n<p>You&#8217;ll also learn how to connect FreshBooks with PayPal and other payment processors.<\/p>\n\n\n\n<p>By the end, you&#8217;ll know how to use FreshBooks like a pro \u2014 even if you&#8217;ve never touched <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-accounting-software\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97947\" target=\"_blank\" rel=\"noopener\">accounting<\/a> software before.<\/p>\n\n\n\n<p>FreshBooks is designed to help small business owners manage everything from invoices to expenses in one place.<\/p>\n\n\n\n<p>No accounting degree required.<\/p>\n\n\n\n<p>Let&#8217;s get started with everything you need to know about using FreshBooks for your business.<\/p>\n\n\n\n<h2 id='freshbooks-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">FreshBooks Tutorial<\/h2>\n\n\n\n<p>This complete FreshBooks tutorial walks you through every feature step by step.<\/p>\n\n\n\n<p>From initial setup to advanced tips, you&#8217;ll learn everything you need to manage your business finances.<\/p>\n\n\n\n<p>FreshBooks is cloud-based accounting software that works on any computer with a web browser.<\/p>\n\n\n\n<p>You can also access it from your phone using the FreshBooks mobile apps for iPhone and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-assistants-for-android\" title=\"Android\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97922\">Android<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-3058809c wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image148461_df4098-0d.kb-image-is-ratio-size, .kb-image148461_df4098-0d .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image148461_df4098-0d.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image148461_df4098-0d .kb-image-is-ratio-size{align-self:unset;}.kb-image148461_df4098-0d figure{max-width:350px;}.kb-image148461_df4098-0d .image-is-svg, .kb-image148461_df4098-0d .image-is-svg img{width:100%;}.kb-image148461_df4098-0d .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image148461_df4098-0d\"><figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/FreshBooks-CTA.png\" alt=\"FreshBooks CTA\" class=\"kb-img wp-image-92050\" title=\"\"><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title\">FreshBooks<\/p>\n\n\n\n<p class=\"cta-box-description\">Stop wrestling with confusing accounting software. FreshBooks is cloud-based accounting designed for small business owners and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-freelancers\" title=\"freelancers\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97964\" target=\"_blank\" rel=\"noopener\">freelancers<\/a> who want to send invoices, manage expenses, and track time without needing an accountant. Get paid an average of 5 days faster. Try it free for 30 days \u2014 no credit card required.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\">TRY FRESHBOOKS NOW \u2192<\/a><\/p>\n\n\n\n<p><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/freshbooks\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/freshbooks-alternatives\">FRESHBOOKS ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-freshbooks'  id=\"boomdevs_3\" class=\"wp-block-heading\" id=\"getting-started-with-freshbooks\">Getting Started with FreshBooks<\/h3>\n\n\n\n<p>Before using any feature, complete this one-time setup.<\/p>\n\n\n\n<p>It takes about 3 minutes to create your FreshBooks account.<\/p>\n\n\n\n<p>Watch this quick overview first:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"FreshBooks Review (2025) - Is It Better Than QuickBooks?\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/v_79RRIsyNY?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Now let&#8217;s walk through each step.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p>Go to the FreshBooks website and click &#8220;Try It Free.&#8221;<\/p>\n\n\n\n<p>Enter your email address and create a password.<\/p>\n\n\n\n<p>FreshBooks offers a 30-day free trial with no credit card required.<\/p>\n\n\n\n<p>You can sign up using your email or Google account.<\/p>\n\n\n\n<p>Choose your industry during sign-up so FreshBooks can customize your experience.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97943\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for a confirmation email and click the verification link.<\/p>\n\n\n\n<h4 id='step-2-set-up-your-company-profile'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Set Up Your Company Profile<\/h4>\n\n\n\n<p>Click the Settings tab and select &#8220;Business Profile.&#8221;<\/p>\n\n\n\n<p>Enter your company name, address, and contact details.<\/p>\n\n\n\n<p>Add your company logo so it appears on every invoice you send.<\/p>\n\n\n\n<p>You can customize your company profile with your phone number, website URL, and tax ID.<\/p>\n\n\n\n<p>After entering your business information, click the Save Changes button to apply the settings.<\/p>\n\n\n\n<p>Here&#8217;s what the dashboard looks like after setup:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/FreshBooks-Introduction-980x444.png\" alt=\"What is FreshBooks\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the FreshBooks dashboard with your basic information saved.<\/p>\n\n\n\n<h4 id='step-3-connect-your-bank-account'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Connect Your Bank Account<\/h4>\n\n\n\n<p>Go to Settings and click &#8220;Connections and Integrations.&#8221;<\/p>\n\n\n\n<p>Connect your bank account so FreshBooks can track payments and expenses automatically.<\/p>\n\n\n\n<p>You can also connect PayPal and other payment processors here.<\/p>\n\n\n\n<p>This step is important because it allows FreshBooks to import transactions and categorize them for you.<\/p>\n\n\n\n<p>You can also import clients into FreshBooks using a CSV file that contains their contact details.<\/p>\n\n\n\n<p>To invite team members to your FreshBooks account, select the Add Team Member button and enter their basic information.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Done:<\/strong> Your FreshBooks account is ready. You can now use any feature below to manage your business finances.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Complete your company profile before doing anything else. Add your company logo, business address, and tax information. This <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/alaya-ai\" title=\"data\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97932\" target=\"_blank\" rel=\"noopener\">data<\/a> will automatically appear on every invoice and report you create, saving you from entering it each time.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-freshbooks-custom-invoicing'  id=\"boomdevs_7\" class=\"wp-block-heading\" id=\"how-to-use-freshbooks-custom-invoicing\">How to Use FreshBooks Custom Invoicing<\/h3>\n\n\n\n<p><strong>Custom Invoicing<\/strong> lets you send invoices with your branding and get paid faster.<\/p>\n\n\n\n<p>FreshBooks customers are paid an average of 5 days faster than those who don&#8217;t use the software.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Custom Invoicing in action:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/FreshBooks-Automated-Invoices-1024x394.png\" alt=\"FreshBooks Custom Invoicing\" title=\"\"><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-create-a-new-invoice'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Create a New Invoice<\/h4>\n\n\n\n<p>Click &#8220;Invoices&#8221; in the left sidebar, then select &#8220;New Invoice.&#8221;<\/p>\n\n\n\n<p>Choose an existing client or add a new client with their contact details.<\/p>\n\n\n\n<p>You can import clients using CSV files if you have a large list.<\/p>\n\n\n\n<p>For each new client, add their name, email, and billing address.<\/p>\n\n\n\n<p>FreshBooks stores all your client data so you never have to enter it again.<\/p>\n\n\n\n<h4 id='step-2-customize-your-invoice'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Customize Your Invoice<\/h4>\n\n\n\n<p>Add your company logo and choose colors that match your brand.<\/p>\n\n\n\n<p>Enter each line item with description, quantity, and rate.<\/p>\n\n\n\n<p>Set your payment terms and add late fees if you want.<\/p>\n\n\n\n<p>FreshBooks allows users to customize their invoices by adding a logo and selecting color schemes that match their business branding.<\/p>\n\n\n\n<p>You can also add notes, discounts, and tax rates to each invoice.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/FreshBooks-Easy-Navigation-980x577.png\" alt=\"FreshBooks Easy Navigation\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your invoice should show your logo, line items, and total amount.<\/p>\n\n\n\n<h4 id='step-3-send-the-invoice'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Send the Invoice<\/h4>\n\n\n\n<p>Click &#8220;Send&#8221; to email the invoice directly to your client.<\/p>\n\n\n\n<p>FreshBooks sends invoices via email with a direct link for online payments.<\/p>\n\n\n\n<p>You can also save recurring templates for clients you bill monthly.<\/p>\n\n\n\n<p>Clients can view and pay invoices through the FreshBooks client portal.<\/p>\n\n\n\n<p>You can share direct links for payment on websites or <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-video-avatar-generators-for-social-media\" title=\"social media\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97941\" target=\"_blank\" rel=\"noopener\">social media<\/a> to collect money without manual invoices.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your branded invoice is sent and your client can pay online <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/instantly-ai\" title=\"instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97961\" target=\"_blank\" rel=\"noopener\">instantly<\/a>.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Set up automatic payment reminders so you never have to chase clients for money. FreshBooks will send follow-up emails on your behalf until the invoice is paid. You can customize the reminder schedule and add late fees to encourage timely payments from your customers.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-freshbooks-payment-management'  id=\"boomdevs_11\" class=\"wp-block-heading\" id=\"how-to-use-freshbooks-payment-management\">How to Use FreshBooks Payment Management<\/h3>\n\n\n\n<p><strong>Payment Management<\/strong> lets you accept online payments and keep track of your cash flow.<\/p>\n\n\n\n<p>You can connect payment processors like Stripe and PayPal to get paid directly.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Payment Management in action:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/FreshBooks-Payments-Management-1024x711.png\" alt=\"FreshBooks Payment Management\" title=\"\"><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-enable-online-payments'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Enable Online Payments<\/h4>\n\n\n\n<p>Go to Settings and click &#8220;Accept Online Payments.&#8221;<\/p>\n\n\n\n<p>Choose your preferred payment processor such as Stripe, PayPal, or credit card.<\/p>\n\n\n\n<p>Follow the prompts to connect your account.<\/p>\n\n\n\n<p>FreshBooks can connect with many popular business tools and payment processors.<\/p>\n\n\n\n<p>This ensures your customers can pay you using the method they prefer.<\/p>\n\n\n\n<h4 id='step-2-set-up-payment-preferences'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Set Up Payment Preferences<\/h4>\n\n\n\n<p>Choose which payment methods your customers can use.<\/p>\n\n\n\n<p>Enable automatic payment reminders so clients get notified before due dates.<\/p>\n\n\n\n<p>You can also add late fees for overdue invoices.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/FreshBooks-Invoice-Customization.png\" alt=\"FreshBooks Advanced Payments\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your payment settings should show connected processors and reminder rules.<\/p>\n\n\n\n<h4 id='step-3-track-incoming-payments'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Track Incoming Payments<\/h4>\n\n\n\n<p>Visit the dashboard to see outstanding invoices and recent payments.<\/p>\n\n\n\n<p>FreshBooks provides a dashboard that summarizes your financial information at a glance.<\/p>\n\n\n\n<p>You can also share direct links for payment on websites or social media.<\/p>\n\n\n\n<p>FreshBooks helps you monitor cash flow by showing all pending and completed payments in one view.<\/p>\n\n\n\n<p>Use the revenue reports to see which clients have paid and which invoices are still outstanding.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You&#8217;re accepting online payments and keeping track of every dollar coming in.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Enable the Advanced Payments add-on ($20\/month) to store and charge client credit cards automatically. This is great for recurring templates and subscription billing. You can also set up a bill schedule so clients get charged on the same day each month without any manual work from you.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-freshbooks-expense-categorizing'  id=\"boomdevs_15\" class=\"wp-block-heading\" id=\"how-to-use-freshbooks-expense-categorizing\">How to Use FreshBooks Expense Categorizing<\/h3>\n\n\n\n<p><strong>Expense Categorizing<\/strong> lets you organize new expenses by category for cleaner bookkeeping.<\/p>\n\n\n\n<p>Keeping track of every expense helps you save money at tax time.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Expense Categorizing in action:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Add an Expense Category on FreshBooks\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/Dqd7NSvmpJg?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-add-a-new-expense'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Add a New Expense<\/h4>\n\n\n\n<p>Click &#8220;Expenses&#8221; in the left sidebar, then select &#8220;New Expense.&#8221;<\/p>\n\n\n\n<p>Enter the expense date, amount, and vendor name.<\/p>\n\n\n\n<p>If your bank account is connected, FreshBooks imports transactions automatically.<\/p>\n\n\n\n<p>You can set up vendors in FreshBooks by either manually entering their details or importing them from a CSV file.<\/p>\n\n\n\n<p>Keeping track of every expense from the start makes tax season much easier.<\/p>\n\n\n\n<h4 id='step-2-assign-expense-categories'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Assign Expense Categories<\/h4>\n\n\n\n<p>Select the right expense category from the dropdown menu.<\/p>\n\n\n\n<p>FreshBooks uses standard expense categories like <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-tools-for-travel\" title=\"Travel\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97933\" target=\"_blank\" rel=\"noopener\">Travel<\/a>, Office Supplies, and Meals.<\/p>\n\n\n\n<p>Attach receipts by uploading photos or using the mobile app&#8217;s OCR scanning.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/FreshBooks-Top-Benefits.png\" alt=\"Top Benefits of FreshBooks\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your expense should show the correct category and attached receipt.<\/p>\n\n\n\n<h4 id='step-3-review-and-save'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Review and Save<\/h4>\n\n\n\n<p>Double-check the amount and category before clicking &#8220;Save.&#8221;<\/p>\n\n\n\n<p>Mark expenses as billable if you want to pass costs to a client.<\/p>\n\n\n\n<p>FreshBooks automatically categorizes imported bank transactions for you.<\/p>\n\n\n\n<p>Users can track their expenses in FreshBooks by categorizing them for better organization and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97928\" target=\"_blank\" rel=\"noopener\">reporting<\/a>.<\/p>\n\n\n\n<p>This makes it easy to see exactly where your money is going each month.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your expenses are organized by category and ready for financial reporting.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use the FreshBooks mobile app to snap photos of receipts right after a purchase. The OCR scanning captures receipt data automatically so you never lose a receipt again. This is one of the most helpful tips for keeping track of business expenses throughout the year.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-freshbooks-time-tracking'  id=\"boomdevs_19\" class=\"wp-block-heading\" id=\"how-to-use-freshbooks-time-tracking\">How to Use FreshBooks Time Tracking<\/h3>\n\n\n\n<p><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-time-management-app\" title=\"Time Tracking\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97936\" target=\"_blank\" rel=\"noopener\">Time Tracking<\/a><\/strong> lets you track time spent on client work and bill hours accurately.<\/p>\n\n\n\n<p>This is especially useful for freelancers and consultants who bill by the hour.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Time Tracking in action:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How To Track Your Time on Projects on FreshBooks (And Keep Your Projects Organized)\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/mnbrVpGQZJ4?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-start-the-timer'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Start the Timer<\/h4>\n\n\n\n<p>Click &#8220;Time Tracking&#8221; in the left sidebar.<\/p>\n\n\n\n<p>Select the client and project you&#8217;re working on.<\/p>\n\n\n\n<p>Click the green play button to start the timer.<\/p>\n\n\n\n<p>FreshBooks allows users to track time, log expenses, and invoice clients from one place.<\/p>\n\n\n\n<h4 id='step-2-log-your-hours'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Log Your Hours<\/h4>\n\n\n\n<p>Let the timer run while you work, or enter hours manually.<\/p>\n\n\n\n<p>Add notes about what you worked on for each time entry.<\/p>\n\n\n\n<p>You can also track time from the FreshBooks mobile apps on iPhone and Android.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/FreshBooks-Apps-Integration.png\" alt=\"FreshBooks Apps Integration\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your time entry should show the client, project, and total hours logged.<\/p>\n\n\n\n<h4 id='step-3-convert-time-to-invoices'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Convert Time to Invoices<\/h4>\n\n\n\n<p>Select the time entries you want to bill.<\/p>\n\n\n\n<p>Click &#8220;Generate Invoice&#8221; to create an invoice from your tracked hours.<\/p>\n\n\n\n<p>FreshBooks calculates the total based on your hourly rate automatically.<\/p>\n\n\n\n<p>This saves you from calculating billable hours manually in a spreadsheet.<\/p>\n\n\n\n<p>Freelancers especially love this feature because it connects time directly to income.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your tracked hours are converted into a professional invoice ready to send.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use the weekly timesheet view to log hours for multiple projects at once. This saves time compared to starting and stopping timers throughout the day. You can also set hourly rates per project so FreshBooks knows exactly how much to bill each client when you generate invoices from tracked time.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-freshbooks-financial-reporting'  id=\"boomdevs_23\" class=\"wp-block-heading\" id=\"how-to-use-freshbooks-financial-reporting\">How to Use FreshBooks Financial Reporting<\/h3>\n\n\n\n<p><strong>Financial Reporting<\/strong> lets you generate profit and loss statements, balance sheet reports, and tax summaries.<\/p>\n\n\n\n<p>These reports give business owners a clear picture of their financial health.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Financial Reporting in action:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Collaborate on Projects on FreshBooks | FreshBooks Accounting\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/ffIx00KedCI?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-open-the-reports-dashboard'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open the Reports Dashboard<\/h4>\n\n\n\n<p>Click &#8220;Reports&#8221; in the left sidebar of your FreshBooks account.<\/p>\n\n\n\n<p>You&#8217;ll see a list of available reports including income, expenses, and taxes.<\/p>\n\n\n\n<p>Double-entry accounting and balance sheet reports are available on Plus plans and higher.<\/p>\n\n\n\n<p>FreshBooks allows users to generate various financial reports including tax summaries and expense reports.<\/p>\n\n\n\n<p>These reports help business owners understand their income, revenue, and where their money goes.<\/p>\n\n\n\n<h4 id='step-2-run-a-report'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Run a Report<\/h4>\n\n\n\n<p>Select the report type such as &#8220;Profit and Loss&#8221; or &#8220;Tax Summary.&#8221;<\/p>\n\n\n\n<p>Choose your date range and click &#8220;Run Report.&#8221;<\/p>\n\n\n\n<p>FreshBooks pulls your financial data and displays revenue, expenses, and net income.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Use the FreshBooks Mileage Tracker | FreshBooks Accounting\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/YZC5r3aXD3I?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your report should display income and expense totals for the selected period.<\/p>\n\n\n\n<h4 id='step-3-export-or-share'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Export or Share<\/h4>\n\n\n\n<p>Click &#8220;Export&#8221; to download the report as a CSV or PDF file.<\/p>\n\n\n\n<p>You can also invite your accountant to access your FreshBooks data directly.<\/p>\n\n\n\n<p>Share reports with your accountant so they can create journal entries at tax time.<\/p>\n\n\n\n<p>Your accountant can access your FreshBooks data directly using their own login.<\/p>\n\n\n\n<p>Clients can be invited to join FreshBooks to facilitate collaboration through assigned roles.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You have clear financial reports showing your business income and expenses.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Run your profit and loss statements monthly so you can spot cash flow problems <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/early-app\" title=\"early\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97929\">early<\/a>. Keeping track of these numbers helps you make smarter decisions about your business. Compare your reports month over month to see trends in revenue and expenses. This is one of the most important habits for any small business owner.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-freshbooks-apps-integration'  id=\"boomdevs_27\" class=\"wp-block-heading\" id=\"how-to-use-freshbooks-apps-integration\">How to Use FreshBooks Apps Integration<\/h3>\n\n\n\n<p><strong>Apps Integration<\/strong> lets you connect FreshBooks to other tools your business already uses.<\/p>\n\n\n\n<p>FreshBooks integrates with payment processors, project management software, and more.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Apps Integration in action:<\/p>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-visit-the-app-store'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Visit the App Store<\/h4>\n\n\n\n<p>Click &#8220;Apps&#8221; in the left sidebar to open the FreshBooks app store.<\/p>\n\n\n\n<p>Browse categories like Payments, <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-small-construction-business\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97927\" target=\"_blank\" rel=\"noopener\">CRM<\/a>, eCommerce, and Project Management.<\/p>\n\n\n\n<p>FreshBooks offers integrations with services like Gusto for payroll management.<\/p>\n\n\n\n<h4 id='step-2-connect-an-app'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Connect an App<\/h4>\n\n\n\n<p>Click on the app you want and select &#8220;Connect.&#8221;<\/p>\n\n\n\n<p>Follow the setup prompts to link your accounts.<\/p>\n\n\n\n<p>Most integrations take less than two minutes to set up.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/FreshBooks-Personal-Experience-1024x621.png\" alt=\"Personal Experience with FreshBooks\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> The app should show &#8220;Connected&#8221; status in your integrations list.<\/p>\n\n\n\n<h4 id='step-3-configure-sync-settings'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Configure Sync Settings<\/h4>\n\n\n\n<p>Choose which data syncs between FreshBooks and the connected app.<\/p>\n\n\n\n<p>Enable automatic syncing so your data stays up to date.<\/p>\n\n\n\n<p>You can also run payroll through connected payroll apps like Gusto.<\/p>\n\n\n\n<p>FreshBooks allows users to automate their business processes by connecting to other apps and services.<\/p>\n\n\n\n<p>Popular integrations include Stripe for payments, Shopify for eCommerce, and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zapier\" title=\"Zapier\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97926\" target=\"_blank\" rel=\"noopener\">Zapier<\/a> for custom workflows.<\/p>\n\n\n\n<p>Each integration is designed to save you time and reduce manual data entry across your tools.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> FreshBooks is connected to your favorite tools and syncing data automatically.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Connect your email marketing software so new clients added in FreshBooks automatically join your mailing list. This helps you stay in touch with customers without extra work. You can also connect FreshBooks to project management tools to keep everything in sync.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-freshbooks-project-management'  id=\"boomdevs_31\" class=\"wp-block-heading\" id=\"how-to-use-freshbooks-project-management\">How to Use FreshBooks Project Management<\/h3>\n\n\n\n<p><strong>Project Management<\/strong> lets you manage projects, assign tasks, and track profitability in one place.<\/p>\n\n\n\n<p>This is perfect for teams that need to invite team members and collaborate on work.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-new-project'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Create a New Project<\/h4>\n\n\n\n<p>Click &#8220;Projects&#8221; in the left sidebar and select &#8220;New Project.&#8221;<\/p>\n\n\n\n<p>Enter the project name, client, and billing method (flat rate or hourly).<\/p>\n\n\n\n<p>Set a budget so FreshBooks can track profitability against your costs.<\/p>\n\n\n\n<p>You can choose between flat-rate and hourly billing depending on your agreement.<\/p>\n\n\n\n<h4 id='step-2-add-team-members-and-tasks'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Add Team Members and Tasks<\/h4>\n\n\n\n<p>Invite team members to the project by entering their email addresses.<\/p>\n\n\n\n<p>Create tasks and assign them to specific team members.<\/p>\n\n\n\n<p>Each team member costs $11\/month as an add-on to your plan.<\/p>\n\n\n\n<p>Team members can log their own time and expenses directly within the project.<\/p>\n\n\n\n<p>You can control what each person can access by assigning specific roles and permissions.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your project should show assigned team members and task list.<\/p>\n\n\n\n<h4 id='step-3-track-project-progress'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Track Project Progress<\/h4>\n\n\n\n<p>Monitor hours logged, expenses incurred, and budget remaining.<\/p>\n\n\n\n<p>FreshBooks shows you real-time project profitability data.<\/p>\n\n\n\n<p>Generate invoices directly from project time and expenses.<\/p>\n\n\n\n<p>FreshBooks helps users get organized by providing tools specifically designed for managing client work.<\/p>\n\n\n\n<p>You can view all active projects from the dashboard and quickly see which ones are over budget.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your project is set up with tasks, team access, and profitability tracking.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use flat-rate billing for fixed-price projects and hourly billing for ongoing retainers. This keeps your invoices accurate and your clients happy. Set a project budget alert so FreshBooks notifies you when you&#8217;re approaching the limit \u2014 this prevents scope creep from eating into your profits.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-freshbooks-mileage-tracking'  id=\"boomdevs_35\" class=\"wp-block-heading\" id=\"how-to-use-freshbooks-mileage-tracking\">How to Use FreshBooks Mileage Tracking<\/h3>\n\n\n\n<p><strong>Mileage Tracking<\/strong> lets you log business miles automatically using your phone&#8217;s GPS.<\/p>\n\n\n\n<p>This feature is included in all FreshBooks plans at no extra cost.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-enable-mileage-tracking'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Enable Mileage Tracking<\/h4>\n\n\n\n<p>Open the FreshBooks mobile app on your iPhone or Android device.<\/p>\n\n\n\n<p>Go to &#8220;Mileage&#8221; and enable automatic GPS tracking.<\/p>\n\n\n\n<p>Allow location access so the app can detect your trips.<\/p>\n\n\n\n<p>The app runs in the background and tracks your driving automatically.<\/p>\n\n\n\n<h4 id='step-2-review-and-classify-trips'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Review and Classify Trips<\/h4>\n\n\n\n<p>After each trip, the app logs the distance and route automatically.<\/p>\n\n\n\n<p>Swipe right to mark a trip as &#8220;Business&#8221; or left for &#8220;Personal.&#8221;<\/p>\n\n\n\n<p>FreshBooks calculates the tax deduction based on current mileage rates.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your mileage log should show classified trips with distances.<\/p>\n\n\n\n<h4 id='step-3-add-mileage-to-expenses'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Add Mileage to Expenses<\/h4>\n\n\n\n<p>Business trips are automatically added to your expense reports.<\/p>\n\n\n\n<p>You can also bill mileage directly to a client&#8217;s invoice.<\/p>\n\n\n\n<p>Review your mileage summary before tax season.<\/p>\n\n\n\n<p>FreshBooks can be accessed via mobile app on iPhone and Android <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-vpn-for-multiple-devices\" title=\"devices\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97934\" target=\"_blank\" rel=\"noopener\">devices<\/a> for on-the-go tracking.<\/p>\n\n\n\n<p>This feature alone can save you hundreds of dollars in missed deductions each year.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your business mileage is tracked, classified, and ready for tax deductions.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Classify trips daily instead of waiting until the end of the month. It&#8217;s much easier to remember which trips were for business when the details are fresh. You can also set up default trip types so the app automatically classifies common routes you take for work.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='freshbooks-pro-tips-and-shortcuts'  id=\"boomdevs_39\" class=\"wp-block-heading\" id=\"freshbooks-pro-tips-and-shortcuts\">FreshBooks Pro Tips and Shortcuts<\/h2>\n\n\n\n<p>After testing FreshBooks for over two years, here are my best tips.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Create New Invoice<\/td><td>Click &#8220;+&#8221; then &#8220;Invoice&#8221;<\/td><\/tr><tr><td>Start Timer<\/td><td>Click play button on Time Tracking page<\/td><\/tr><tr><td>Add New Expense<\/td><td>Click &#8220;+&#8221; then &#8220;Expense&#8221;<\/td><\/tr><tr><td>Search Clients<\/td><td>Use the search bar at the top of the dashboard<\/td><\/tr><tr><td>View Reports<\/td><td>Click &#8220;Reports&#8221; in the left sidebar<\/td><\/tr><tr><td>Record Payment<\/td><td>Open invoice, click &#8220;Record Payment&#8221;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Client Portal:<\/strong> Your clients can log in to view invoices, make payments, and send messages through a dedicated portal. Enable it under Settings.<\/li>\n\n\n\n<li><strong>Recurring Invoice Templates:<\/strong> Save hours each month by setting up recurring templates that send invoices automatically on a schedule you choose.<\/li>\n\n\n\n<li><strong>Bank Reconciliation:<\/strong> Match imported bank transactions with your FreshBooks entries to ensure accurate financial records. Available on Plus plans and higher.<\/li>\n<\/ul>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Power User Tips<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Import Clients in Bulk:<\/strong> Use a CSV file to import dozens of clients at once instead of adding them one by one. This is a huge time saver when migrating from other accounting software.<\/li>\n\n\n\n<li><strong>Customize Email Templates:<\/strong> Edit the default invoice email to include your personal message and branding. This makes your communications look more professional to customers.<\/li>\n\n\n\n<li><strong>Use the Dashboard Daily:<\/strong> Check your FreshBooks dashboard every morning to see outstanding invoices, recent expenses, and your overall cash flow. This takes less than a minute and keeps you on top of your finances.<\/li>\n\n\n\n<li><strong>Set Up Expense Rules:<\/strong> Create rules so FreshBooks automatically assigns expense categories to recurring transactions from the same vendor. This eliminates repetitive data entry.<\/li>\n\n\n\n<li><strong>Use Estimates Before Invoicing:<\/strong> Send estimates to clients first for approval, then convert the approved estimate into an invoice with one click. This keeps your billing process smooth and professional.<\/li>\n\n\n\n<li><strong>Review Your Dashboard Weekly:<\/strong> Make it a habit to check your FreshBooks dashboard at least once a week. This gives you a clear view of outstanding invoices, recent expenses, and your overall financial health. Small business owners who track their numbers regularly make better decisions about spending and growth.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='freshbooks-common-mistakes-to-avoid'  id=\"boomdevs_40\" class=\"wp-block-heading\" id=\"freshbooks-common-mistakes-to-avoid\">FreshBooks Common Mistakes to Avoid<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Not Connecting Your Bank Account<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Manually entering every transaction and expense by hand. This wastes hours every week and leads to missing data.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Connect your bank account during setup. FreshBooks imports and categorizes transactions automatically so you save time on bookkeeping.<\/p>\n<\/div>\n\n\n\n<p>Connecting your bank is the single most important step when learning how to use FreshBooks. It saves hours of manual data entry every month.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Ignoring Expense Categories<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Dumping all expenses into one category or leaving them uncategorized. This makes tax filing a nightmare.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Assign proper expense categories to every transaction. This gives you accurate profit and loss statements and makes tax prep simple.<\/p>\n<\/div>\n\n\n\n<p>Proper expense categories also help your accountant understand your finances and file taxes correctly.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Not Setting Up Payment Reminders<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Sending invoices and hoping clients pay on time. Then chasing them manually when they don&#8217;t.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Enable automatic payment reminders in your FreshBooks settings. The software handles follow-ups so you can focus on your work.<\/p>\n<\/div>\n\n\n\n<p>FreshBooks can help users automate payment reminders to ensure timely payments from clients. This one feature alone helps small business owners get paid faster.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #4: Not Using the Mobile App<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Only using FreshBooks on your computer and waiting until you&#8217;re back at your desk to log expenses or snap receipts.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Download the FreshBooks mobile apps on your phone. Snap photos of receipts immediately, track mileage on the go, and check your dashboard anywhere.<\/p>\n<\/div>\n\n\n\n<p>The mobile app gives you access to all your financial information from your phone so you can manage your business from anywhere.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #5: Skipping Bank Reconciliation<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Assuming all imported transactions are correct and never reviewing them against your bank statement.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Run bank reconciliation monthly. FreshBooks matches imported transactions with your entries to ensure accurate financial records.<\/p>\n<\/div>\n\n\n\n<p>Bank reconciliation in FreshBooks ensures your books are accurate and helps catch duplicate or missing transactions before they become problems.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu 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#3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='freshbooks-troubleshooting'  id=\"boomdevs_41\" class=\"wp-block-heading\" id=\"freshbooks-troubleshooting\">FreshBooks Troubleshooting<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Bank Account Won&#8217;t Connect<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Your bank may require multi-factor authentication or have a temporary outage.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Log into your bank&#8217;s website first to clear any security prompts. Then try connecting again in FreshBooks. If it still fails, contact the support team for help.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Invoice Not Received by Client<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The invoice email may have landed in your client&#8217;s spam folder or the email address was wrong.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Check the client&#8217;s email address for typos. Ask the client to whitelist FreshBooks emails. You can also resend the invoice or share a direct payment link.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Expense Categories Not Matching Reports<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Expenses may be assigned to the wrong category or left uncategorized after import.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Go to Expenses, filter by &#8220;Uncategorized,&#8221; and assign the correct category to each entry. Run bank reconciliation to match transactions with your records. Check that each expense has the correct date and amount.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Can&#8217;t Import Client Data<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Your CSV file may have incorrect formatting or missing required columns.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Download the FreshBooks CSV template first and format your data to match. Make sure each row has at minimum a client name and email address. Save the file as UTF-8 encoded CSV before uploading.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Reports Showing Wrong Numbers<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Uncategorized expenses or duplicate transactions are throwing off your profit and loss statements.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Run bank reconciliation to match all transactions. Check for duplicate entries and recategorize any expenses labeled &#8220;Uncategorized.&#8221; Then regenerate your report.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Mobile App Not Syncing<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Poor internet connection or an outdated version of the FreshBooks mobile app.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Update the app to the latest version from the App Store or Google Play. Make sure you have a stable internet connection. Log out and log back in if the problem continues.<\/p>\n\n\n\n<p>\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact FreshBooks support. They offer phone, email, and live chat support during business hours. The support team is known for being responsive and helpful.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-freshbooks'  id=\"boomdevs_42\" class=\"wp-block-heading\">What is FreshBooks?<\/h2>\n\n\n\n<p><strong>FreshBooks<\/strong> is a cloud-based accounting software designed for small business owners, freelancers, and contractors who need to manage their business finances without an accounting background.<\/p>\n\n\n\n<p>Think of it like having a bookkeeper on your computer that handles invoices, expenses, and reports automatically.<\/p>\n\n\n\n<p>FreshBooks was built for people who don&#8217;t have an accounting background but still need to manage their business finances properly.<\/p>\n\n\n\n<p>Over 30 million people have used FreshBooks to send invoices, track expenses, and run financial reports.<\/p>\n\n\n\n<p>Watch this quick overview:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Freshbooks Review - What I think after 2 years of using Freshbooks\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/EOZVrISFPrw?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Custom Invoicing:<\/strong> Create branded invoices and send them to clients in seconds<\/li>\n\n\n\n<li><strong>Payment Management:<\/strong> Accept online payments through multiple payment processors<\/li>\n\n\n\n<li><strong>Expense Categorizing:<\/strong> Track and organize expenses with receipt scanning<\/li>\n\n\n\n<li><strong>Time Tracking:<\/strong> Log hours and convert them into invoices for clients<\/li>\n\n\n\n<li><strong>Financial Reporting:<\/strong> Generate profit and loss statements and balance sheet reports<\/li>\n\n\n\n<li><strong>Apps Integration:<\/strong> Connect FreshBooks with other tools and payment processors<\/li>\n\n\n\n<li><strong>Project Management:<\/strong> Manage projects, assign tasks, and invite team members<\/li>\n\n\n\n<li><strong>Mileage Tracking:<\/strong> Automatically log business miles using mobile apps<\/li>\n<\/ul>\n\n\n\n<p>FreshBooks helps users save time by reducing paperwork and automating tasks like payment reminders. The FreshBooks platform can be accessed via web browser and mobile apps on iPhone and Android devices.<\/p>\n\n\n\n<p>FreshBooks offers customer support and a help center with articles and tutorials to assist users in navigating the software. The support team is available via phone, email, and live chat.<\/p>\n\n\n\n<p>You can customize your FreshBooks settings by navigating to the Settings tab and adjusting your Business Profile, Connections and Integrations, and Advanced Preferences.<\/p>\n\n\n\n<p>Users can visit FreshBooks&#8217; app store to explore integrations that can connect FreshBooks with other tools your business already uses. This includes payment processors, inventory trackers, eCommerce apps, and project management software.<\/p>\n\n\n\n<p>FreshBooks helps users get organized by providing tools specifically designed for small business owners who need simple yet powerful accounting without hiring a full-time bookkeeper.<\/p>\n\n\n\n<p>FreshBooks enables users to connect their bank accounts for easier tracking of payments and expenses. The software can automate many of your daily business processes by connecting to other apps and services through its app store.<\/p>\n\n\n\n<p>Users can snap photos of receipts and categorize expenses using the FreshBooks mobile app. The built-in OCR scanning reads receipt data automatically so you don&#8217;t have to type anything manually.<\/p>\n\n\n\n<p>For a full review, see our <a href=\"https:\/\/www.fahimai.com\/freshbooks\">FreshBooks review<\/a>.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem 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.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='freshbooks-pricing'  id=\"boomdevs_43\" class=\"wp-block-heading\" id=\"freshbooks-pricing\">FreshBooks Pricing<\/h2>\n\n\n\n<p>Here&#8217;s what FreshBooks costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Lite<\/td><td>$21\/month<\/td><td>Freelancers with up to 5 clients<\/td><\/tr><tr><td>Plus<\/td><td>$38\/month<\/td><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"Small businesses\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97925\" target=\"_blank\" rel=\"noopener\">Small businesses<\/a> with up to 50 clients<\/td><\/tr><tr><td>Premium<\/td><td>$65\/month<\/td><td>Growing businesses with unlimited clients<\/td><\/tr><tr><td>Select<\/td><td>Custom<\/td><td>Large businesses needing dedicated support<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Free trial:<\/strong> Yes \u2014 30 days with full access, no credit card required.<\/p>\n\n\n\n<p><strong>Money-back guarantee:<\/strong> No formal guarantee, but you can cancel anytime.<\/p>\n\n\n\n<p>Additional team members cost $11\/month per person on any plan.<\/p>\n\n\n\n<p>The Advanced Payments add-on costs $20\/month and lets you store and charge client credit cards automatically.<\/p>\n\n\n\n<p>FreshBooks also offers payroll through Gusto integration starting at $40\/month plus $6 per employee.<\/p>\n\n\n\n<p>Annual billing saves you 10% on all plans.<\/p>\n\n\n\n<p>The Lite plan is perfect for freelancers who only work with a handful of clients at a time.<\/p>\n\n\n\n<p>The Plus plan adds double-entry accounting, recurring invoices, and receipt scanning \u2014 features most small businesses need.<\/p>\n\n\n\n<p>Premium gives you unlimited clients and project profitability tracking for growing businesses.<\/p>\n\n\n\n<p>Select is for larger companies that need dedicated support and lower transaction fees.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/04\/Freshbooks-Pricing-3.png\" alt=\"FreshBooks Pricing\" title=\"\"><\/figure>\n\n\n\n<p>\ud83d\udcb0 <strong>Best Value:<\/strong> Plus at $38\/month \u2014 it covers up to 50 clients, includes recurring invoices, double-entry accounting, and receipt scanning. Most small business owners will never need more than this plan.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='freshbooks-vs-alternatives'  id=\"boomdevs_44\" class=\"wp-block-heading\" id=\"freshbooks-vs-alternatives\">FreshBooks vs Alternatives<\/h2>\n\n\n\n<p>How does FreshBooks compare to other accounting software? Here&#8217;s the competitive landscape.<\/p>\n\n\n\n<p>We tested FreshBooks against every major competitor to help you decide which tool fits your business best.<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>FreshBooks<\/strong><\/td><td>Invoicing and time tracking<\/td><td>$21\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/quickbooks\" title=\"QuickBooks\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97965\" target=\"_blank\" rel=\"noopener\">QuickBooks<\/a><\/td><td>Advanced accounting features<\/td><td>$35\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/xero\" title=\"Xero\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97946\" target=\"_blank\" rel=\"noopener\">Xero<\/a><\/td><td>Multi-currency and global teams<\/td><td>$25\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/wave\" title=\"Wave\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97963\" target=\"_blank\" rel=\"noopener\">Wave<\/a><\/td><td>Free accounting for startups<\/td><td>Free<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zoho-books\" title=\"Zoho Books\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97958\" target=\"_blank\" rel=\"noopener\">Zoho Books<\/a><\/td><td>All-in-one business suite<\/td><td>$15\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/sage\" title=\"Sage\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97952\" target=\"_blank\" rel=\"noopener\">Sage<\/a><\/td><td>Enterprise-level accounting<\/td><td>$25\/mo<\/td><td>\u2b50 4.1<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/expensify\" title=\"Expensify\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97959\" target=\"_blank\" rel=\"noopener\">Expensify<\/a><\/td><td>Expense management and receipts<\/td><td>$5\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/netsuite\" title=\"NetSuite\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97966\" target=\"_blank\" rel=\"noopener\">NetSuite<\/a><\/td><td>Large enterprise ERP needs<\/td><td>Custom<\/td><td>\u2b50 4.0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> FreshBooks \u2014 Best invoicing and easiest setup for small business owners<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Wave \u2014 Free accounting software with no monthly fees<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Zoho Books \u2014 Simple interface with affordable pricing<\/li>\n\n\n\n<li><strong>Best for growing businesses:<\/strong> QuickBooks \u2014 Deeper reporting and inventory tracking<\/li>\n\n\n\n<li><strong>Best for freelancers:<\/strong> FreshBooks \u2014 Fast invoicing, time tracking, and easy expense management<\/li>\n\n\n\n<li><strong>Best for enterprise:<\/strong> NetSuite \u2014 Full ERP with advanced accounting and global operations<\/li>\n<\/ul>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf FreshBooks Alternatives<\/p>\n\n\n\n<p>Looking for FreshBooks alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io\" title=\"Puzzle IO\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97956\" target=\"_blank\" rel=\"noopener\">Puzzle IO<\/a>:<\/strong> AI-powered accounting that automates bookkeeping tasks and gives real-time financial insights for startups and growing companies.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Dext:<\/strong> Captures receipts and extracts financial data automatically so you spend less time on manual data entry and bookkeeping.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>Xero:<\/strong> Cloud accounting with unlimited users on all plans, great for international teams that need multi-currency support and strong reporting.<\/li>\n\n\n\n<li>\u26a1 <strong>Synder:<\/strong> Syncs sales data from multiple eCommerce channels like Shopify and Amazon into your accounting software automatically.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/easy-month-end\" title=\"Easy Month End\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97923\" target=\"_blank\" rel=\"noopener\">Easy Month End<\/a>:<\/strong> Simplifies the month-end close process with automated checklists, reconciliation tools, and collaboration features for accounting teams.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Docyt:<\/strong> AI-driven accounting that handles back-office finances for multi-location businesses like restaurants, <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-hotels\" title=\"hotels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97924\" target=\"_blank\" rel=\"noopener\">hotels<\/a>, and franchises.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>Sage:<\/strong> Enterprise-grade accounting with payroll, HR, inventory management, and advanced reporting built in for larger companies.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>Zoho Books:<\/strong> Affordable accounting with a clean interface, <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97937\" target=\"_blank\" rel=\"noopener\">automation<\/a> features, and strong integration with the full suite of Zoho business apps.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Wave:<\/strong> Completely free accounting and invoicing software with no monthly fees, perfect for freelancers and startups on a tight budget.<\/li>\n\n\n\n<li>\u2b50 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/quicken\" title=\"Quicken\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97960\" target=\"_blank\" rel=\"noopener\">Quicken<\/a>:<\/strong> Personal and small business finance tracking with budgeting, investment monitoring, and bill management tools built in.<\/li>\n\n\n\n<li>\ud83d\udcca <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubdoc\" title=\"Hubdoc\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97957\" target=\"_blank\" rel=\"noopener\">Hubdoc<\/a>:<\/strong> Automatically fetches and stores financial documents from banks, vendors, and utility companies for easy access and record keeping.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Expensify:<\/strong> Best-in-class expense tracking with smart receipt scanning, automatic report generation, and approval workflows for teams.<\/li>\n\n\n\n<li>\ud83d\udd25 <strong>QuickBooks:<\/strong> The most popular accounting software for small businesses with deep reporting, inventory tracking, payroll, and tax preparation features.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/autoentry\" title=\"AutoEntry\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97949\" target=\"_blank\" rel=\"noopener\">AutoEntry<\/a>:<\/strong> Automates data entry by extracting financial information from invoices, receipts, and bank statements using smart OCR technology.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>NetSuite:<\/strong> Full ERP system for large enterprises that need advanced accounting, resource planning, inventory management, and global operations support.<\/li>\n<\/ul>\n\n\n\n<p>For the full list, see our <a href=\"https:\/\/www.fahimai.com\/freshbooks-alternatives\">FreshBooks alternatives<\/a> guide.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f FreshBooks Compared<\/p>\n\n\n\n<p>Here&#8217;s how FreshBooks stacks up against each competitor in a head-to-head comparison.<\/p>\n\n\n\n<p>We look at pricing, features, ease of use, and which type of business each tool serves best.<\/p>\n\n\n\n<p>Keep in mind that FreshBooks was designed specifically for freelancers and small business owners who don&#8217;t need complex accounting features.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-freshbooks\" title=\"FreshBooks vs Puzzle IO\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97931\" target=\"_blank\" rel=\"noopener\">FreshBooks vs Puzzle IO<\/a>:<\/strong> Puzzle IO focuses on AI-powered bookkeeping for startups with automated journal entries. FreshBooks is the better pick for freelancers and small businesses who need easy invoicing and want to get paid faster.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/dext-vs-freshbooks\" title=\"FreshBooks vs Dext\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97955\" target=\"_blank\" rel=\"noopener\">FreshBooks vs Dext<\/a>:<\/strong> Dext is mainly a receipt capture and data extraction tool, not full accounting software. Choose FreshBooks if you need invoicing, online payments, expense tracking, and financial reporting all in one platform.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/xero-vs-freshbooks\" title=\"FreshBooks vs Xero\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97950\" target=\"_blank\" rel=\"noopener\">FreshBooks vs Xero<\/a>:<\/strong> Xero offers unlimited users on every plan and stronger multi-currency support for global businesses. FreshBooks wins on ease of use, faster invoicing, and a simpler interface for small business owners.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/synder-vs-freshbooks\" title=\"FreshBooks vs Synder\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97953\" target=\"_blank\" rel=\"noopener\">FreshBooks vs Synder<\/a>:<\/strong> Synder excels at syncing eCommerce sales data from platforms like Shopify and Amazon. FreshBooks is the better choice for service-based businesses and freelancers who need time tracking and custom invoicing.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/easy-month-end-vs-freshbooks\" title=\"FreshBooks vs Easy Month End\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97951\" target=\"_blank\" rel=\"noopener\">FreshBooks vs Easy Month End<\/a>:<\/strong> Easy Month End is designed specifically for month-end close processes and reconciliation checklists. FreshBooks is a full accounting platform with features you use daily like invoicing, expense tracking, and time management.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/docyt-vs-freshbooks\" title=\"FreshBooks vs Docyt\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97930\" target=\"_blank\" rel=\"noopener\">FreshBooks vs Docyt<\/a>:<\/strong> Docyt uses AI for back-office accounting at multi-location businesses like restaurants and hotels. FreshBooks is simpler, more affordable, and better suited for single-location small businesses and freelancers.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/sage-vs-freshbooks\" title=\"FreshBooks vs Sage\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97944\" target=\"_blank\" rel=\"noopener\">FreshBooks vs Sage<\/a>:<\/strong> Sage handles enterprise accounting with built-in payroll, HR, and inventory management. FreshBooks is much easier to learn, more affordable, and designed specifically for small business owners and freelancers.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zoho-books-vs-freshbooks\" title=\"FreshBooks vs Zoho Books\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97948\" target=\"_blank\" rel=\"noopener\">FreshBooks vs Zoho Books<\/a>:<\/strong> Zoho Books is cheaper and integrates with the full Zoho suite of business apps. FreshBooks has better invoicing features, a more intuitive interface, and stronger time tracking for service-based businesses.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/wave-vs-freshbooks\" title=\"FreshBooks vs Wave\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97935\" target=\"_blank\" rel=\"noopener\">FreshBooks vs Wave<\/a>:<\/strong> Wave is completely free but limited in features and customer support options. FreshBooks offers more advanced tools like time tracking, project management, mileage tracking, and dedicated phone support for paying customers.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/quicken-vs-freshbooks\" title=\"FreshBooks vs Quicken\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97938\" target=\"_blank\" rel=\"noopener\">FreshBooks vs Quicken<\/a>:<\/strong> Quicken focuses on personal finance management with budgeting and investment tracking tools. FreshBooks is built specifically for business accounting, invoicing clients, managing expenses, and keeping track of income and revenue.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubdoc-vs-freshbooks\" title=\"FreshBooks vs Hubdoc\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97954\" target=\"_blank\" rel=\"noopener\">FreshBooks vs Hubdoc<\/a>:<\/strong> Hubdoc automatically fetches and stores financial documents from banks, vendors, and utilities. FreshBooks is a full accounting platform that handles invoicing, expense tracking, time management, and complete financial reporting.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/expensify-vs-freshbooks\" title=\"FreshBooks vs Expensify\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97939\" target=\"_blank\" rel=\"noopener\">FreshBooks vs Expensify<\/a>:<\/strong> Expensify is best for expense tracking and receipt scanning with automatic report generation. FreshBooks gives you all of that plus invoicing, time tracking, project management, and full financial reporting for your business.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/quickbooks-vs-freshbooks\" title=\"FreshBooks vs QuickBooks\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97940\" target=\"_blank\" rel=\"noopener\">FreshBooks vs QuickBooks<\/a>:<\/strong> QuickBooks has deeper reporting, inventory tracking, and more advanced accounting features for larger businesses. FreshBooks is easier to use, more affordable, and better for freelancers and small business owners who need to send invoices quickly and track time.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/autoentry-vs-freshbooks\" title=\"FreshBooks vs AutoEntry\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97962\" target=\"_blank\" rel=\"noopener\">FreshBooks vs AutoEntry<\/a>:<\/strong> AutoEntry automates data extraction from invoices, receipts, and bank statements with smart scanning technology. FreshBooks does all of this plus custom invoicing, online payments, time tracking, and full double-entry accounting.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/freshbooks-vs-netsuite\" title=\"FreshBooks vs NetSuite\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"97945\" target=\"_blank\" rel=\"noopener\">FreshBooks vs NetSuite<\/a>:<\/strong> NetSuite is a full enterprise resource planning system for large corporations with complex accounting, inventory, and supply chain needs. FreshBooks is designed for small business owners who want simple, affordable accounting software.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, 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767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-freshbooks-now'  id=\"boomdevs_45\" class=\"wp-block-heading\">Start Using FreshBooks Now<\/h2>\n\n\n\n<p>You learned how to use every major FreshBooks feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Custom Invoicing<\/li>\n\n\n\n<li>\u2705 Payment Management<\/li>\n\n\n\n<li>\u2705 Expense Categorizing<\/li>\n\n\n\n<li>\u2705 Time Tracking<\/li>\n\n\n\n<li>\u2705 Financial Reporting<\/li>\n\n\n\n<li>\u2705 Apps Integration<\/li>\n\n\n\n<li>\u2705 Project Management<\/li>\n\n\n\n<li>\u2705 Mileage Tracking<\/li>\n<\/ul>\n\n\n\n<p><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p>Most people start with Custom Invoicing.<\/p>\n\n\n\n<p>It takes less than 5 minutes to send your first invoice.<\/p>\n\n\n\n<p>FreshBooks offers a 30-day free trial with no credit card required.<\/p>\n\n\n\n<p>Sign up, set your company profile, and start managing your business finances today.<\/p>\n\n\n\n<p>If you get stuck, the FreshBooks support team is available by phone, email, and live chat.<\/p>\n\n\n\n<p>FreshBooks has helped millions of small business owners and freelancers take control of their finances.<\/p>\n\n\n\n<p>Whether you need to send invoices, manage expenses, or generate reports, this accounting software has you covered.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns148460_0a3622-13, .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns148460_0a3622-13{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns148460_0a3622-13 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns148460_0a3622-13\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{color:var(--global-palette9, 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767px){.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn148460_0dfc5b-47.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn148460_0dfc5b-47 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/freshbooks\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try FreshBooks for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_46\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is FreshBooks easy to learn?<\/p>\n\n\n\n<p>Yes. FreshBooks is cloud-based accounting software designed for non-accountants. The interface is simple and you can start sending invoices within minutes. Most small business owners pick it up faster than other accounting software like QuickBooks because FreshBooks focuses on ease of use over advanced features.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What are the downsides of FreshBooks?<\/p>\n\n\n\n<p>FreshBooks has client limits on lower plans \u2014 the Lite plan only supports 5 clients. It also lacks advanced inventory tracking and detailed reporting that larger businesses may need. If you need complex accounting features, other accounting software like QuickBooks or Xero may be a better fit.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do FreshBooks work?<\/p>\n\n\n\n<p>FreshBooks works by connecting to your bank account and tracking your income and expenses automatically. You create invoices, log expenses, and track time inside the FreshBooks platform. It then generates financial reports like profit and loss statements so you can see how your business is performing.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is FreshBooks easier to use than QuickBooks?<\/p>\n\n\n\n<p>Yes, most users find FreshBooks easier to use than QuickBooks. FreshBooks was built for small business owners and freelancers who don&#8217;t have an accounting background. QuickBooks has more advanced features but comes with a steeper learning curve. Choose FreshBooks if you want simple invoicing and expense tracking. If you need advanced inventory management or detailed custom reports, QuickBooks may be the better option.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to start with FreshBooks?<\/p>\n\n\n\n<p>Sign up for a free 30-day trial at the FreshBooks website. Enter your basic information like company name and email. Then set up your company profile, add your company logo, and connect your bank account. You can start creating and sending invoices right away without entering a credit card.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How much do FreshBooks cost monthly?<\/p>\n\n\n\n<p>FreshBooks costs $21\/month for the Lite plan, $38\/month for Plus, $65\/month for Premium, and custom pricing for Select. Additional team members cost $11\/month each. FreshBooks offers a 30-day free trial and 10% off if you choose annual billing. FreshBooks also frequently runs promotional discounts for new users.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Does FreshBooks have a chart of accounts?<\/p>\n\n\n\n<p>Yes. FreshBooks includes a chart of accounts on Plus plans and higher. It supports double-entry accounting and lets you create journal entries for transactions that need manual adjustments. Your accountant can also access the chart of accounts to review your financial information directly. This feature is essential for businesses that need accurate balance sheet reports.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to do bookkeeping manually step by step?<\/p>\n\n\n\n<p>You can do bookkeeping manually by recording every transaction in a spreadsheet, categorizing expenses, and reconciling bank statements monthly. However, using FreshBooks makes this much easier. The software automates expense tracking, categorizes transactions, and generates loss statements automatically. You can also create journal entries in FreshBooks for adjustments that need manual recording. Most small business owners save several hours per week by switching from manual bookkeeping to FreshBooks.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Which is better, QuickBooks or FreshBooks?<\/p>\n\n\n\n<p>It depends on your needs. FreshBooks is better for freelancers and small business owners who want easy invoicing, time tracking, and managing expenses. QuickBooks is better for larger businesses that need advanced reporting, inventory tracking, and payroll. Both are solid choices for accounting, but FreshBooks wins on simplicity and getting you paid faster. QuickBooks offers more depth for businesses that have outgrown basic bookkeeping needs.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How much does FreshBooks charge per transaction?<\/p>\n\n\n\n<p>FreshBooks uses Stripe for credit card processing at about 2.9% + $0.30 per transaction. ACH bank transfers are typically 1% with a $10 cap. Select plan customers get access to lower transaction fees. You can also connect PayPal as an alternative payment processor.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to get started with FreshBooks?<\/p>\n\n\n\n<p>Visit the FreshBooks website and sign up for the 30-day free trial. Enter your company name, industry, and email address. Complete your company profile by adding your logo and contact details. Then connect your bank account and you&#8217;re ready to create your first invoice. You can import existing client data from CSV files and start managing your business finances right away. The whole setup takes about three minutes.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-freshbooks\/#howto-getting-started\",\n      \"name\": \"How to Get Started with FreshBooks\",\n      \"description\": \"Set up your FreshBooks account, company profile, and bank connection\",\n      \"totalTime\": \"PT3M\",\n      \"step\": [\n        {\"@type\": \"HowToStep\", \"name\": \"Create Your Account\", \"text\": \"Go to the FreshBooks website, click Try It Free, enter your email and create a password\", \"position\": 1},\n        {\"@type\": \"HowToStep\", \"name\": \"Set Up Your Company Profile\", \"text\": \"Click Settings, select Business Profile, enter company name, address, contact details, and add your company logo\", \"position\": 2},\n        {\"@type\": \"HowToStep\", \"name\": \"Connect Your Bank Account\", \"text\": 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