Как использовать FreshBooks для малого бизнеса в 2026 году?

Быстрый старт

В этом руководстве описаны все функции FreshBooks:

• Начиная — Create your FreshBooks account and finish basic setup
• Как использовать пользовательские счета-фактуры — Brand every invoice with your company logo and colors
• How to Use Easy Navigation — Find any report or client from one simple sidebar
• Как использовать систему управления платежами — Accept card and PayPal payments directly on your invoices
• Как использовать авансовые платежи — Charge saved cards and bill retainer clients on schedule
• Как использовать интеграцию приложений — Sync payroll, eCommerce, and project tools with your books
• Как использовать отслеживание времени — Log billable hours and pull them onto invoices instantly
• Как использовать категоризацию расходов — Sort spending into tax-ready expense categories automatically
• Как использовать управление проектами — Run projects with budgets and client feedback in one place
• Как использовать отслеживание пробега — Log business drives automatically and claim every deductible mile

Необходимое время: 5 минут на каждый фильм

Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы

Почему стоит доверять этому руководству?

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

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

Большинство бизнес owners only ever touch invoices and stop there.

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

Учебное пособие по FreshBooks

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

FreshBooks

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

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Начало работы с FreshBooks

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

На любом компьютере это занимает около трех минут.

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

Теперь давайте рассмотрим каждый шаг.

Шаг 1: Создайте свою учетную запись

Go to the FreshBooks website and click Try It Free.

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

✓ Контрольная точка: A confirmation email lands in your входящие within a minute.

Шаг 2: Настройка профиля вашей компании

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

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

Here is the dashboard you land on afterwards:

✓ Контрольная точка: The dashboard shows outstanding invoices, spending, and revenue cards.

Step 3: Connect Your Bank and Import Clients

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

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

Как использовать функцию создания пользовательских счетов в FreshBooks

Индивидуальное выставление счетов lets you build branded invoices with your company logo, colors, and payment terms in minutes.

Вот пошаговая инструкция по его использованию.

Step 1: Open the Invoices Tab

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

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

Step 2: Add Your Client and Line Items

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

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

Вот как это выглядит:

✓ Контрольная точка: A live preview of the invoice appears on the right side.

Step 3: Apply Branding and Send

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

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

How to Use FreshBooks Easy Navigator

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

Вот пошаговая инструкция по его использованию.

Step 1: Scan the Left Sidebar

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

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

Step 2: Use the Dashboard Cards

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

Click any card to jump straight into the underlying data.

Вот как это выглядит:

✓ Контрольная точка: The dashboard loads with live totals instead of empty placeholders.

Step 3: Pin What You Use Daily

Open Settings and reorder the sidebar to match your routine.

Большинство фрилансеры keep Invoices and Expenses at the top.

How to Use FreshBooks Payment Manager

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

Вот пошаговая инструкция по его использованию.

Шаг 1: Включите онлайн-платежи

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

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

Step 2: Attach Payment to an Invoice

Open any invoice and tick Allow Online Payments before sending.

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

Вот как это выглядит:

✓ Контрольная точка: A Pay Now button appears on the client preview of your invoice.

Step 3: Track What Landed

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

Each payment links back to the invoice it settled.

Как использовать расширенные платежи FreshBooks

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

Вот пошаговая инструкция по его использованию.

Step 1: Turn On Advanced Payments

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

This unlocks saved cards and virtual terminal charges.

Step 2: Save a Client Card

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

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

Вот как это выглядит:

✓ Контрольная точка: The client record shows a saved card and an active schedule.

Step 3: Set the Recurring Schedule

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

FreshBooks then charges the card and emails a receipt automatically.

Как использовать интеграцию приложений FreshBooks

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

Вот пошаговая инструкция по его использованию.

Шаг 1: Откройте App Store

Click your profile icon, then choose Integrations to просматривать the app store.

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

Step 2: Connect Your Stack

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

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

Вот как это выглядит:

✓ Контрольная точка: The connected app shows a green status badge and a last-sync time.

Step 3: Check the Sync

Return to Integrations and confirm the status reads Connected.

Data flows both ways within a few minutes.

How to Use FreshBooks Time Tracker

Учет рабочего времени lets you track time against clients and projects, then pull those hours straight onto an invoice.

Вот пошаговая инструкция по его использованию.

Step 1: Start a Timer

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

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

Step 2: Tag the Work

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

Mark the entry billable or internal before you save.

Вот как это выглядит:

✓ Контрольная точка: The weekly timesheet shows your hours grouped by client.

Step 3: Bill the Hours

Create an invoice and choose Add Unbilled Time.

Every logged hour drops in with the correct rate applied.

How to Use FreshBooks Expense Categorizer

Классификация расходов lets you sort every purchase into expense categories that map to your tax return.

Вот пошаговая инструкция по его использованию.

Step 1: Import Your Spending

Connect your bank so new expenses import overnight.

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

Step 2: Assign Categories

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

Attach receipts by dragging a photo onto the entry.

Вот как это выглядит:

✓ Контрольная точка: Uncategorized spending drops toward zero on the Expenses screen.

Step 3: Set Category Rules

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

Rules apply to every future import automatically.

How to Use FreshBooks Project Manager

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

Вот пошаговая инструкция по его использованию.

Step 1: Create the Project

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

Assign a new client or an existing one during setup.

Step 2: Invite the Team

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

Contractors see only the projects you share with them.

Вот как это выглядит:

✓ Контрольная точка: The project page lists your team, files, and a live budget bar.

Step 3: Watch the Budget

The project header shows hours logged against hours budgeted.

Discuss changes in the built-in comment thread.

How to Use FreshBooks Mileage Tracker

Отслеживание пробега lets you log business trips automatically and claim every deductible mile at tax time.

Вот пошаговая инструкция по его использованию.

Step 1: Enable Mileage on Mobile

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

The app then detects drives in the background.

Step 2: Swipe to Sort Trips

Swipe right for business trips and left for personal ones.

Each business drive gets the current deduction rate applied.

Вот как это выглядит:

✓ Контрольная точка: The Mileage tab shows a running deduction total for the year.

Step 3: Export for Your Accountant

Open the mileage report and export it as a file.

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

Советы и полезные приемы для FreshBooks Pro

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

Клавиатурные сочетания

Скрытые функции, которые большинство людей упускают из виду.

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

FreshBooks: Распространенные ошибки, которых следует избегать

Ошибка №1: Пропуск сверки банковских счетов.

Mistake #2: Sending Invoices Without Payment Terms

Mistake #3: Leaving Expenses Uncategorized

Устранение неполадок FreshBooks

Problem: Bank Feed Stopped Importing

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

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

Problem: Client Says the Invoice Never Arrived

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

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

Problem: Reports Show the Wrong Income

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

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

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

Что такое FreshBooks?

FreshBooks is cloud-based accounting software that helps малый бизнес owners handle invoices, expenses, and online payments without hiring a bookkeeper.

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

Посмотрите этот краткий обзор:

В его состав входят следующие ключевые особенности:

• Индивидуальное выставление счетов: Design and send invoices that carry your own branding and terms.
• Удобная навигация: A plain sidebar that keeps every tool one click away.
• Управление платежами: Collect online payments and reconcile them without manual entry.
• Авансовые платежи: Recurring billing and saved cards for retainer work.
• Интеграция приложений: Hundreds of connections to the other tools you already run.
• Учет рабочего времени: A built-in timer that turns logged hours into billable lines.
• Классификация расходов: Automatic categories that keep managing expenses painless.
• Управление проектом: Project workspaces that keep scope, files, and billing together.
• Отслеживание пробега: Automatic drive logging for anyone who bills windshield time.

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

Полный обзор смотрите в нашем разделе Обзор FreshBooks.

Цены FreshBooks

Here is what FreshBooks costs in 2026:

Бесплатная пробная версия: Yes — 30 days, no card required.

Гарантия возврата денег: No formal guarantee, but you can cancel any month.

💰 Лучшее соотношение цены и качества: Plus at $38/month — it adds double-entry accounting, recurring templates, and the reports your accountant expects.

FreshBooks против альтернатив

So how does FreshBooks compare against other accounting software?

Краткий выбор:

• Лучший вариант в целом: FreshBooks — easiest way to send invoices and get paid on time.
• Оптимальный бюджет: Волна — free invoicing for freelancers watching every dollar.
• Лучший вариант для начинающих: FreshBooks — nothing here assumes you know debits from credits.
• Best for deep accounting: QuickBooks — more accountants know it inside out.

🎯 Альтернативы FreshBooks

Ищете альтернативы FreshBooks? Вот лучшие варианты:

• 🚀 Головоломка IO: Automated bookkeeping built for venture-backed startups that live inside their accounting data.
• 📊 Декс: Receipt and document capture that feeds clean data into your existing books.
• 🌟 Xero: Full double-entry accounting with unlimited users on every plan and deep bank feeds.
• 🛒 Снайдер: Syncs Shopify, Amazon, and Stripe sales into your books line by line.
• ✅ Простой подход к завершению месяца: Month-end close checklists that keep bookkeeping teams on the same schedule.
• 🏢 Докит: AI bookkeeping for ресторан groups and franchises with many locations to reconcile.
• 🔧 Мудрец: Long-established accounting with inventory and payroll modules for established firms.
• 💼 Zoho Books: Affordable books that plug into the wider Zoho suite of business apps.
• 💰 Волна: Free invoicing and accounting for freelancers who only pay transaction fees.
• 🏠 Quicken: Personal and light business finance tracking for landlords and sole traders.
• 📥 Хабдок: Pulls bills and statements from vendors automatically, then files them for you.
• 🧾 Expensify: Expense reports and corporate cards for teams that reimburse staff often.
• ⭐ QuickBooks: The most widely used accounting software, with the deepest accountant support network.
• ⚡ АвтоВвод: Scans invoices and receipts, then publishes the data into your ledger.
• 🏛️ NetSuite: Enterprise resource planning with accounting, inventory, and reporting for large companies.

Полный список смотрите в нашем Альтернативы FreshBooks гид.

⚔️ Сравнение FreshBooks

Here is how FreshBooks stacks up against each competitor:

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

Начните использовать FreshBooks прямо сейчас!

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

• ✅ Индивидуальное выставление счетов
• ✅ Easy Navigation
• ✅ Управление платежами
• ✅ Авансовые платежи
• ✅ Интеграция приложений
• ✅ Отслеживание времени
• ✅ Классификация расходов
• ✅ Управление проектами
• ✅ Отслеживание пробега

Следующий шаг: Pick one feature and try it today.

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

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

Часто задаваемые вопросы

Легко ли освоить FreshBooks?

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

Какие недостатки у FreshBooks?

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

Как работает FreshBooks?

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

FreshBooks проще в использовании, чем QuickBooks?

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

Сколько стоит FreshBooks в месяц?

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