Làm thế nào để sử dụng FreshBooks cho doanh nghiệp nhỏ trong năm 2026?

Hướng dẫn nhanh

Hướng dẫn này bao gồm tất cả các tính năng của FreshBooks:

• Bắt đầu — Create your FreshBooks account and finish basic setup
• Hướng dẫn sử dụng hóa đơn tùy chỉnh — Brand every invoice with your company logo and colors
• How to Use Easy Navigation — Find any report or client from one simple sidebar
• Hướng dẫn sử dụng Quản lý thanh toán — Accept card and PayPal payments directly on your invoices
• Hướng dẫn sử dụng thanh toán nâng cao — Charge saved cards and bill retainer clients on schedule
• Cách sử dụng tính năng tích hợp ứng dụng — Sync payroll, eCommerce, and project tools with your books
• Cách sử dụng tính năng theo dõi thời gian — Log billable hours and pull them onto invoices instantly
• Cách sử dụng phân loại chi phí — Sort spending into tax-ready expense categories automatically
• Cách sử dụng quản lý dự án — Run projects with budgets and client feedback in one place
• Cách sử dụng tính năng theo dõi quãng đường — Log business drives automatically and claim every deductible mile

Thời gian cần thiết: 5 phút cho mỗi phim

Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế

Tại sao nên tin tưởng hướng dẫn này?

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 kế toán software built for people who never trained as an accountant.

Hầu hết việc kinh doanh owners only ever touch invoices and stop there.

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

Hướng dẫn 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 kế toán. 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.

THỬ FRESHBOOKS NGAY →

ĐỌC TOÀN BỘ BÀI ĐÁNH GIÁ →

CÁC LỰA CHỌN THAY THẾ CHO FRESHBOOKS →

Hướng dẫn bắt đầu sử dụng FreshBooks

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

Thao tác này mất khoảng ba phút trên bất kỳ máy tính nào.

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

Bây giờ chúng ta hãy cùng xem xét từng bước một.

Bước 1: Tạo tài khoản của bạn

Go to the FreshBooks website and click Try It Free.

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

✓ Điểm kiểm tra: A confirmation email lands in your hộp thư đến within a minute.

Bước 2: Thiết lập hồ sơ công ty của bạn

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:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng tính năng lập hóa đơn tùy chỉnh của FreshBooks

Hóa đơn tùy chỉnh lets you build branded invoices with your company logo, colors, and payment terms in minutes.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hầu hết người làm việc tự do keep Invoices and Expenses at the top.

How to Use FreshBooks Payment Manager

Quản lý thanh toán lets you accept online payments by card or PayPal and watch invoices mark themselves paid.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Kích hoạt thanh toán trực tuyến

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng tính năng thanh toán nâng cao của FreshBooks

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

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng tính năng tích hợp ứng dụng FreshBooks

Tích hợp ứng dụng lets you connect payroll, eCommerce, and project tools so your financial information stays in sync.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Mở App Store

Click your profile icon, then choose Integrations to duyệt 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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Theo dõi thời gian lets you track time against clients and projects, then pull those hours straight onto an invoice.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Phân loại chi phí lets you sort every purchase into expense categories that map to your tax return.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Quản lý dự án lets you run projects with budgets, shared files, and client comments in one workspace.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Theo dõi quãng đường lets you log business trips automatically and claim every deductible mile at tax time.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Mẹo và thủ thuật FreshBooks Pro

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

Phím tắt

Những tính năng ẩn mà hầu hết mọi người bỏ lỡ

• 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.

Những lỗi thường gặp khi sử dụng FreshBooks cần tránh

Sai lầm số 1: Bỏ qua việc đối chiếu sổ ngân hàng

Mistake #2: Sending Invoices Without Payment Terms

Mistake #3: Leaving Expenses Uncategorized

Khắc phục sự cố FreshBooks

Problem: Bank Feed Stopped Importing

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

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

Problem: Client Says the Invoice Never Arrived

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

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

Problem: Reports Show the Wrong Income

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

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

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

FreshBooks là gì?

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

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

Hãy xem đoạn video tổng quan ngắn này:

Nó bao gồm các tính năng chính sau:

• Lập hóa đơn theo yêu cầu: Design and send invoices that carry your own branding and terms.
• Dễ dàng điều hướng: A plain sidebar that keeps every tool one click away.
• Quản lý thanh toán: Collect online payments and reconcile them without manual entry.
• Thanh toán trước: Recurring billing and saved cards for retainer work.
• Tích hợp ứng dụng: Hundreds of connections to the other tools you already run.
• Theo dõi thời gian: A built-in timer that turns logged hours into billable lines.
• Phân loại chi phí: Automatic categories that keep managing expenses painless.
• Quản lý dự án: Project workspaces that keep scope, files, and billing together.
• Theo dõi quãng đường: 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.

Để xem đánh giá đầy đủ, hãy xem bài viết của chúng tôi. Đánh giá của FreshBooks.

Bảng giá FreshBooks

Here is what FreshBooks costs in 2026:

Dùng thử miễn phí: Yes — 30 days, no card required.

Đảm bảo hoàn tiền: No formal guarantee, but you can cancel any month.

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

FreshBooks so với các lựa chọn thay thế

So how does FreshBooks compare against other accounting software?

Lựa chọn nhanh:

• Tốt nhất tổng thể: FreshBooks — easiest way to send invoices and get paid on time.
• Ngân sách tốt nhất: Sóng — free invoicing for freelancers watching every dollar.
• Phù hợp nhất cho người mới bắt đầu: FreshBooks — nothing here assumes you know debits from credits.
• Best for deep accounting: QuickBooks — more accountants know it inside out.

🎯 Các lựa chọn thay thế cho FreshBooks

Bạn đang tìm kiếm các lựa chọn thay thế cho FreshBooks? Dưới đây là những lựa chọn hàng đầu:

• 🚀 Câu đố IO: Automated bookkeeping built for venture-backed startups that live inside their accounting data.
• 📊 Dext: 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.
• 🛒 Synder: Syncs Shopify, Amazon, and Stripe sales into your books line by line.
• ✅ Kết thúc tháng dễ dàng: Month-end close checklists that keep bookkeeping teams on the same schedule.
• 🏢 Docyt: AI bookkeeping for nhà hàng groups and franchises with many locations to reconcile.
• 🔧 Hiền triết: 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.
• 💰 Sóng: Free invoicing and accounting for freelancers who only pay transaction fees.
• 🏠 Nhanh lên: Personal and light business finance tracking for landlords and sole traders.
• 📥 Hubdoc: Pulls bills and statements from vendors automatically, then files them for you.
• 🧾 Chi phí: Expense reports and corporate cards for teams that reimburse staff often.
• ⭐ QuickBooks: The most widely used accounting software, with the deepest accountant support network.
• ⚡ Tự động nhập: Scans invoices and receipts, then publishes the data into your ledger.
• 🏛️ NetSuite: Enterprise resource planning with accounting, inventory, and reporting for large companies.

Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Các lựa chọn thay thế cho FreshBooks hướng dẫn.

⚔️ So sánh FreshBooks

Here is how FreshBooks stacks up against each competitor:

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

Hãy bắt đầu sử dụng FreshBooks ngay bây giờ!

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

• ✅ Lập hóa đơn tùy chỉnh
• ✅ Easy Navigation
• ✅ Quản lý thanh toán
• ✅ Thanh toán trước
• ✅ Tích hợp ứng dụng
• ✅ Theo dõi thời gian
• ✅ Phân loại chi phí
• ✅ Quản lý dự án
• ✅ Theo dõi quãng đường

Bước tiếp theo: 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.

Câu hỏi thường gặp

FreshBooks có dễ học không?

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

FreshBooks có những nhược điểm gì?

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

FreshBooks hoạt động như thế nào?

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

FreshBooks có dễ sử dụng hơn QuickBooks không?

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

FreshBooks có giá bao nhiêu mỗi tháng?

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