2026年小型企业如何使用FreshBooks？

快速入门

本指南涵盖了FreshBooks的所有功能：

• 入门 — Create your FreshBooks account and finish basic setup
• 如何使用自定义发票 — Brand every invoice with your company logo and colors
• How to Use Easy Navigation — Find any report or client from one simple sidebar
• 如何使用支付管理 — Accept card and PayPal payments directly on your invoices
• 如何使用预付款 — Charge saved cards and bill retainer clients on schedule
• 如何使用应用集成 — Sync payroll, eCommerce, and project tools with your books
• 如何使用时间跟踪 — Log billable hours and pull them onto invoices instantly
• 如何使用费用分类 — Sort spending into tax-ready expense categories automatically
• 如何使用项目管理 — Run projects with budgets and client feedback in one place
• 如何使用里程跟踪功能 — Log business drives automatically and claim every deductible mile

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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

最多 商业 owners only ever touch invoices and stop there.

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

FreshBooks教程

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 簿记. 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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Freshbooks 的替代方案 →

FreshBooks入门指南

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

在任何电脑上，这大约需要三分钟。

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

现在让我们一步一步来。

第一步：创建您的帐户

Go to the FreshBooks website and click Try It Free.

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

✓ 检查点： A confirmation email lands in your 收件箱 within a minute.

步骤二：设置公司简介

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:

✓ 检查点： 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.

如何使用 FreshBooks 自定义发票

自定义发票 lets you build branded invoices with your company logo, colors, and payment terms in minutes.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

最多 自由职业者 keep Invoices and Expenses at the top.

How to Use FreshBooks Payment Manager

支付管理 lets you accept online payments by card or PayPal and watch invoices mark themselves paid.

以下是使用步骤。

第一步：启用在线支付

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 FreshBooks 高级支付功能

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

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 FreshBooks 应用集成

应用集成 lets you connect payroll, eCommerce, and project tools so your financial information stays in sync.

以下是使用步骤。

第一步：打开应用商店

Click your profile icon, then choose Integrations to 浏览 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.

这就是它的样子：

✓ 检查点： 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

时间跟踪 lets you track time against clients and projects, then pull those hours straight onto an invoice.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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

费用分类 lets you sort every purchase into expense categories that map to your tax return.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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

项目管理 lets you run projects with budgets, shared files, and client comments in one workspace.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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

里程跟踪 lets you log business trips automatically and claim every deductible mile at tax time.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： The Mileage tab shows a running deduction total for the year.

Step 3: Export for Your Accountant

Open the mileage report and export it as a file.

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

FreshBooks 专业技巧和快捷方式

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

键盘快捷键

大多数人错过的隐藏功能

• 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常见错误及避免方法

错误一：跳过银行对账

Mistake #2: Sending Invoices Without Payment Terms

Mistake #3: Leaving Expenses Uncategorized

FreshBooks故障排除

Problem: Bank Feed Stopped Importing

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

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

Problem: Client Says the Invoice Never Arrived

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

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

Problem: Reports Show the Wrong Income

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

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

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

FreshBooks是什么？

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

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

观看这段快速概览：

它包含以下主要特点：

• 自定义发票： Design and send invoices that carry your own branding and terms.
• 轻松导航： A plain sidebar that keeps every tool one click away.
• 支付管理： Collect online payments and reconcile them without manual entry.
• 预付款： Recurring billing and saved cards for retainer work.
• 应用集成： Hundreds of connections to the other tools you already run.
• 时间跟踪： A built-in timer that turns logged hours into billable lines.
• 费用分类： Automatic categories that keep managing expenses painless.
• 项目管理： Project workspaces that keep scope, files, and billing together.
• 里程跟踪： 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.

如需完整评测，请参阅我们的 FreshBooks 评测.

FreshBooks定价

Here is what FreshBooks costs in 2026:

免费试用： Yes — 30 days, no card required.

退款保证： No formal guarantee, but you can cancel any month.

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

FreshBooks 与其他替代方案的比较

So how does FreshBooks compare against other accounting software?

快速精选：

• 综合最佳： FreshBooks — easiest way to send invoices and get paid on time.
• 最佳预算： 海浪 — free invoicing for freelancers watching every dollar.
• 最适合初学者： FreshBooks — nothing here assumes you know debits from credits.
• Best for deep accounting: QuickBooks — more accountants know it inside out.

🎯 FreshBooks 的替代方案

正在寻找 FreshBooks 的替代方案？以下是一些最佳选择：

• 🚀 Puzzle IO： Automated bookkeeping built for venture-backed startups that live inside their accounting data.
• 📊 右手： 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.
• 🛒 辛德： Syncs Shopify, Amazon, and Stripe sales into your books line by line.
• ✅ 轻松结束月末： Month-end close checklists that keep bookkeeping teams on the same schedule.
• 🏢 Docyt： AI bookkeeping for 餐厅 groups and franchises with many locations to reconcile.
• 🔧 圣人： 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.
• 💰 海浪： Free invoicing and accounting for freelancers who only pay transaction fees.
• 🏠 加速: Personal and light business finance tracking for landlords and sole traders.
• 📥 Hubdoc: 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.
• ⚡ 自动输入: Scans invoices and receipts, then publishes the data into your ledger.
• 🏛️ NetSuite: Enterprise resource planning with accounting, inventory, and reporting for large companies.

完整列表请参见我们的 FreshBooks的替代方案 指导。

⚔️ FreshBooks 对比

Here is how FreshBooks stacks up against each competitor:

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

立即开始使用 FreshBooks

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

• ✅ 自定义发票
• ✅ Easy Navigation
• ✅ 付款管理
• ✅ 预付款
• ✅ 应用集成
• ✅ 时间跟踪
• ✅ 费用分类
• ✅ 项目管理
• ✅ 里程跟踪

下一步： 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.

常见问题解答

FreshBooks容易上手吗？

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

FreshBooks有哪些缺点？

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

FreshBooks是如何运作的？

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

FreshBooks 比 QuickBooks 更容易使用吗？

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

FreshBooks每月费用是多少？

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