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 set up your company profile
• 如何使用自定义发票 — Send invoices with your company logo and get paid faster
• 如何使用支付管理 — Track online payments and set up automatic payment reminders
• 如何使用费用分类 — Organize new expenses into categories for better reporting
• 如何使用时间跟踪 — Track time on projects and bill clients accurately
• 如何使用财务报告 — Run profit and loss statements and balance sheet reports
• 如何使用应用集成 — Connect FreshBooks to payment processors and other tools
• 如何使用项目管理 — Manage projects and track profitability in one place
• 如何使用里程跟踪功能 — Log business mileage automatically with mobile apps

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’ve used FreshBooks for over two years and tested every feature covered here.

This how to use FreshBooks tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

I’ve sent hundreds of invoices, tracked thousands of expenses, and run dozens of financial reports using this software.

FreshBooks是最受欢迎的软件之一。 会计 software tools for small business owners today.

但大多数用户仅仅触及了它功能的冰山一角。

This guide shows you how to use FreshBooks to manage your 商业 finances step by step.

Every feature is covered with helpful tips and real examples.

Whether you need to send invoices, track time, or run payroll, this guide walks you through it.

You’ll also learn how to connect FreshBooks with PayPal and other payment processors.

By the end, you’ll know how to use FreshBooks like a pro — even if you’ve never touched 会计 software before.

FreshBooks is designed to help small business owners manage everything from invoices to expenses in one place.

No accounting degree required.

Let’s get started with everything you need to know about using FreshBooks for your business.

FreshBooks教程

This complete FreshBooks tutorial walks you through every feature step by step.

From initial setup to advanced tips, you’ll learn everything you need to manage your business finances.

FreshBooks is cloud-based accounting software that works on any computer with a web browser.

You can also access it from your phone using the FreshBooks mobile apps for iPhone and 安卓.

FreshBooks入门指南

使用任何功能之前，请先完成此一次性设置。

It takes about 3 minutes to create your FreshBooks account.

请先观看这段简短的概述：

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.”

请输入您的电子邮件地址并创建密码。

FreshBooks offers a 30-day free trial with no credit card required.

You can sign up using your email or Google account.

Choose your industry during sign-up so FreshBooks can customize your experience.

✓ 检查点： 检查你的 收件箱 for a confirmation email and click the verification link.

步骤二：设置公司简介

Click the Settings tab and select “Business Profile.”

Enter your company name, address, and contact details.

Add your company logo so it appears on every invoice you send.

You can customize your company profile with your phone number, website URL, and tax ID.

After entering your business information, click the Save Changes button to apply the settings.

Here’s what the dashboard looks like after setup:

✓ 检查点： You should see the FreshBooks dashboard with your basic information saved.

步骤 3：关联您的银行账户

Go to Settings and click “Connections and Integrations.”

Connect your bank account so FreshBooks can track payments and expenses automatically.

You can also connect PayPal and other payment processors here.

This step is important because it allows FreshBooks to import transactions and categorize them for you.

You can also import clients into FreshBooks using a CSV file that contains their contact details.

To invite team members to your FreshBooks account, select the Add Team Member button and enter their basic information.

如何使用 FreshBooks 自定义发票

自定义发票 lets you send invoices with your branding and get paid faster.

FreshBooks customers are paid an average of 5 days faster than those who don’t use the software.

以下是使用步骤。

观看自定义发票的实际操作演示：

现在让我们逐一分析每个步骤。

第一步：创建新发票

Click “Invoices” in the left sidebar, then select “New Invoice.”

Choose an existing client or add a new client with their contact details.

You can import clients using CSV files if you have a large list.

For each new client, add their name, email, and billing address.

FreshBooks stores all your client data so you never have to enter it again.

第二步：自定义您的发票

Add your company logo and choose colors that match your brand.

Enter each line item with description, quantity, and rate.

Set your payment terms and add late fees if you want.

FreshBooks allows users to customize their invoices by adding a logo and selecting color schemes that match their business branding.

You can also add notes, discounts, and tax rates to each invoice.

这就是它的样子：

✓ 检查点： Your invoice should show your logo, line items, and total amount.

步骤三：发送发票

点击“发送”按钮，即可将发票直接通过电子邮件发送给您的客户。

FreshBooks sends invoices via email with a direct link for online payments.

You can also save recurring templates for clients you bill monthly.

Clients can view and pay invoices through the FreshBooks client portal.

You can share direct links for payment on websites or 社交媒体 to collect money without manual invoices.

如何使用 FreshBooks 付款管理

支付管理 lets you accept online payments and keep track of your cash flow.

You can connect payment processors like Stripe and PayPal to get paid directly.

以下是使用步骤。

观看支付管理实际应用：

现在让我们逐一分析每个步骤。

第一步：启用在线支付

Go to Settings and click “Accept Online Payments.”

Choose your preferred payment processor such as Stripe, PayPal, or credit card.

Follow the prompts to connect your account.

FreshBooks can connect with many popular business tools and payment processors.

This ensures your customers can pay you using the method they prefer.

Step 2: Set Up Payment Preferences

Choose which payment methods your customers can use.

Enable automatic payment reminders so clients get notified before due dates.

You can also add late fees for overdue invoices.

这就是它的样子：

✓ 检查点： Your payment settings should show connected processors and reminder rules.

步骤三：追踪收款情况

Visit the dashboard to see outstanding invoices and recent payments.

FreshBooks provides a dashboard that summarizes your financial information at a glance.

You can also share direct links for payment on websites or social media.

FreshBooks helps you monitor cash flow by showing all pending and completed payments in one view.

Use the revenue reports to see which clients have paid and which invoices are still outstanding.

如何使用 FreshBooks 费用分类

费用分类 lets you organize new expenses by category for cleaner bookkeeping.

Keeping track of every expense helps you save money at tax time.

以下是使用步骤。

观看费用分类实际操作演示：

现在让我们逐一分析每个步骤。

步骤 1：添加新费用

Click “Expenses” in the left sidebar, then select “New Expense.”

Enter the expense date, amount, and vendor name.

If your bank account is connected, FreshBooks imports transactions automatically.

You can set up vendors in FreshBooks by either manually entering their details or importing them from a CSV file.

Keeping track of every expense from the start makes tax season much easier.

Step 2: Assign Expense Categories

Select the right expense category from the dropdown menu.

FreshBooks uses standard expense categories like 旅行, Office Supplies, and Meals.

Attach receipts by uploading photos or using the mobile app’s OCR scanning.

这就是它的样子：

✓ 检查点： Your expense should show the correct category and attached receipt.

步骤 3：审核并保存

Double-check the amount and category before clicking “Save.”

Mark expenses as billable if you want to pass costs to a client.

FreshBooks automatically categorizes imported bank transactions for you.

Users can track their expenses in FreshBooks by categorizing them for better organization and 报道.

This makes it easy to see exactly where your money is going each month.

如何使用 FreshBooks 时间跟踪

时间跟踪 lets you track time spent on client work and bill hours accurately.

This is especially useful for freelancers and consultants who bill by the hour.

以下是使用步骤。

手表时间追踪功能实际应用：

现在让我们逐一分析每个步骤。

第一步：启动计时器

Click “Time Tracking” in the left sidebar.

Select the client and project you’re working on.

Click the green play button to start the timer.

FreshBooks allows users to track time, log expenses, and invoice clients from one place.

Step 2: Log Your Hours

Let the timer run while you work, or enter hours manually.

Add notes about what you worked on for each time entry.

You can also track time from the FreshBooks mobile apps on iPhone and Android.

这就是它的样子：

✓ 检查点： Your time entry should show the client, project, and total hours logged.

Step 3: Convert Time to Invoices

Select the time entries you want to bill.

Click “Generate Invoice” to create an invoice from your tracked hours.

FreshBooks calculates the total based on your hourly rate automatically.

This saves you from calculating billable hours manually in a spreadsheet.

Freelancers especially love this feature because it connects time directly to income.

How to Use FreshBooks Financial Reporting

财务报告 lets you generate profit and loss statements, balance sheet reports, and tax summaries.

These reports give business owners a clear picture of their financial health.

以下是使用步骤。

观看财务报告实际操作演示：

现在让我们逐一分析每个步骤。

步骤 1：打开报表仪表板

Click “Reports” in the left sidebar of your FreshBooks account.

You’ll see a list of available reports including income, expenses, and taxes.

Double-entry accounting and balance sheet reports are available on Plus plans and higher.

FreshBooks allows users to generate various financial reports including tax summaries and expense reports.

These reports help business owners understand their income, revenue, and where their money goes.

Step 2: Run a Report

Select the report type such as “Profit and Loss” or “Tax Summary.”

Choose your date range and click “Run Report.”

FreshBooks pulls your financial data and displays revenue, expenses, and net income.

这就是它的样子：

✓ 检查点： Your report should display income and expense totals for the selected period.

步骤 3：导出或共享

Click “Export” to download the report as a CSV or PDF file.

You can also invite your accountant to access your FreshBooks data directly.

Share reports with your accountant so they can create journal entries at tax time.

Your accountant can access your FreshBooks data directly using their own login.

Clients can be invited to join FreshBooks to facilitate collaboration through assigned roles.

如何使用 FreshBooks 应用集成

应用集成 lets you connect FreshBooks to other tools your business already uses.

FreshBooks integrates with payment processors, project management software, and more.

以下是使用步骤。

观看应用集成演示：

现在让我们逐一分析每个步骤。

Step 1: Visit the App Store

Click “Apps” in the left sidebar to open the FreshBooks app store.

浏览支付等类别， 客户关系管理电子商务和项目管理。

FreshBooks offers integrations with services like Gusto for payroll management.

步骤 2：连接应用程序

Click on the app you want and select “Connect.”

Follow the setup prompts to link your accounts.

Most integrations take less than two minutes to set up.

这就是它的样子：

✓ 检查点： The app should show “Connected” status in your integrations list.

步骤 3：配置同步设置

Choose which data syncs between FreshBooks and the connected app.

Enable automatic syncing so your data stays up to date.

You can also run payroll through connected payroll apps like Gusto.

FreshBooks allows users to automate their business processes by connecting to other apps and services.

Popular integrations include Stripe for payments, Shopify for eCommerce, and Zapier 用于自定义工作流程。

Each integration is designed to save you time and reduce manual data entry across your tools.

如何使用 FreshBooks 项目管理

项目管理 lets you manage projects, assign tasks, and track profitability in one place.

This is perfect for teams that need to invite team members and collaborate on work.

以下是使用步骤。

步骤 1：创建新项目

Click “Projects” in the left sidebar and select “New Project.”

Enter the project name, client, and billing method (flat rate or hourly).

Set a budget so FreshBooks can track profitability against your costs.

You can choose between flat-rate and hourly billing depending on your agreement.

Step 2: Add Team Members and Tasks

Invite team members to the project by entering their email addresses.

创建任务并将其分配给特定的团队成员。

Each team member costs $11/month as an add-on to your plan.

Team members can log their own time and expenses directly within the project.

You can control what each person can access by assigning specific roles and permissions.

✓ 检查点： Your project should show assigned team members and task list.

步骤 3：跟踪项目进度

Monitor hours logged, expenses incurred, and budget remaining.

FreshBooks shows you real-time project profitability data.

Generate invoices directly from project time and expenses.

FreshBooks helps users get organized by providing tools specifically designed for managing client work.

You can view all active projects from the dashboard and quickly see which ones are over budget.

如何使用 FreshBooks 里程跟踪功能

里程跟踪 lets you log business miles automatically using your phone’s GPS.

This feature is included in all FreshBooks plans at no extra cost.

以下是使用步骤。

Step 1: Enable Mileage Tracking

Open the FreshBooks mobile app on your iPhone or Android device.

Go to “Mileage” and enable automatic GPS tracking.

Allow location access so the app can detect your trips.

The app runs in the background and tracks your driving automatically.

Step 2: Review and Classify Trips

After each trip, the app logs the distance and route automatically.

Swipe right to mark a trip as “Business” or left for “Personal.”

FreshBooks calculates the tax deduction based on current mileage rates.

✓ 检查点： Your mileage log should show classified trips with distances.

Step 3: Add Mileage to Expenses

Business trips are automatically added to your expense reports.

You can also bill mileage directly to a client’s invoice.

Review your mileage summary before tax season.

FreshBooks can be accessed via mobile app on iPhone and Android 设备 for on-the-go tracking.

This feature alone can save you hundreds of dollars in missed deductions each year.

FreshBooks 专业技巧和快捷方式

经过两年多的FreshBooks测试，以下是我总结的一些最佳使用技巧。

键盘快捷键

行动	捷径
创建新发票	点击“+”，然后点击“发票”。
Start Timer	Click play button on Time Tracking page
Add New Expense	Click “+” then “Expense”
Search Clients	Use the search bar at the top of the dashboard
View Reports	Click “Reports” in the left sidebar
Record Payment	Open invoice, click “Record Payment”

大多数人错过的隐藏功能

• 客户门户： Your clients can log in to view invoices, make payments, and send messages through a dedicated portal. Enable it under Settings.
• Recurring Invoice Templates: Save hours each month by setting up recurring templates that send invoices automatically on a schedule you choose.
• 银行对账： Match imported bank transactions with your FreshBooks entries to ensure accurate financial records. Available on Plus plans and higher.

高级用户技巧

• Import Clients in Bulk: 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.
• Customize Email Templates: Edit the default invoice email to include your personal message and branding. This makes your communications look more professional to customers.
• Use the Dashboard Daily: 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.
• Set Up Expense Rules: Create rules so FreshBooks automatically assigns expense categories to recurring transactions from the same vendor. This eliminates repetitive data entry.
• Use Estimates Before Invoicing: 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.
• Review Your Dashboard Weekly: 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.

FreshBooks常见错误及避免方法

Mistake #1: Not Connecting Your Bank Account

Connecting your bank is the single most important step when learning how to use FreshBooks. It saves hours of manual data entry every month.

Mistake #2: Ignoring Expense Categories

Proper expense categories also help your accountant understand your finances and file taxes correctly.

Mistake #3: Not Setting Up Payment Reminders

FreshBooks can help users automate payment reminders to ensure timely payments from clients. This one feature alone helps small business owners get paid faster.

Mistake #4: Not Using the Mobile App

The mobile app gives you access to all your financial information from your phone so you can manage your business from anywhere.

Mistake #5: Skipping Bank Reconciliation

Bank reconciliation in FreshBooks ensures your books are accurate and helps catch duplicate or missing transactions before they become problems.

FreshBooks故障排除

Problem: Bank Account Won’t Connect

原因： Your bank may require multi-factor authentication or have a temporary outage.

使固定： Log into your bank’s website first to clear any security prompts. Then try connecting again in FreshBooks. If it still fails, contact the support team for help.

Problem: Invoice Not Received by Client

原因： The invoice email may have landed in your client’s spam folder or the email address was wrong.

使固定： Check the client’s email address for typos. Ask the client to whitelist FreshBooks emails. You can also resend the invoice or share a direct payment link.

Problem: Expense Categories Not Matching Reports

原因： Expenses may be assigned to the wrong category or left uncategorized after import.

使固定： Go to Expenses, filter by “Uncategorized,” 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.

Problem: Can’t Import Client Data

原因： Your CSV file may have incorrect formatting or missing required columns.

使固定： 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.

问题：报告中显示的数字错误

原因： Uncategorized expenses or duplicate transactions are throwing off your profit and loss statements.

使固定： Run bank reconciliation to match all transactions. Check for duplicate entries and recategorize any expenses labeled “Uncategorized.” Then regenerate your report.

Problem: Mobile App Not Syncing

原因： Poor internet connection or an outdated version of the FreshBooks mobile app.

使固定： 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.

📌 笔记： 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.

FreshBooks是什么？

FreshBooks 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.

Think of it like having a bookkeeper on your computer that handles invoices, expenses, and reports automatically.

FreshBooks was built for people who don’t have an accounting background but still need to manage their business finances properly.

Over 30 million people have used FreshBooks to send invoices, track expenses, and run financial reports.

观看这段快速概览：

它包含以下主要特点：

• 自定义发票： 几秒钟内即可创建带有品牌标识的发票并发送给客户。
• 支付管理： Accept online payments through multiple payment processors
• 费用分类： Track and organize expenses with receipt scanning
• 时间跟踪： Log hours and convert them into invoices for clients
• 财务报告： Generate profit and loss statements and balance sheet reports
• 应用集成： Connect FreshBooks with other tools and payment processors
• 项目管理： Manage projects, assign tasks, and invite team members
• 里程跟踪： Automatically log business miles using mobile apps

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.

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.

You can customize your FreshBooks settings by navigating to the Settings tab and adjusting your Business Profile, Connections and Integrations, and Advanced Preferences.

Users can visit FreshBooks’ 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.

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.

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.

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’t have to type anything manually.

如需完整评测，请参阅我们的 FreshBooks 评测.

FreshBooks定价

以下是 FreshBooks 在 2026 年的费用：

计划	价格	最适合
精简版	每月 21 美元	自由职业者，最多可服务 5 位客户
加	每月 38 美元	小型企业 with up to 50 clients
优质的	每月65美元	Growing businesses with unlimited clients
选择	风俗	Large businesses needing dedicated support

免费试用： 是的——30天内可完全使用，无需信用卡。

退款保证： 虽然没有正式的保证，但您可以随时取消。

Additional team members cost $11/month per person on any plan.

The Advanced Payments add-on costs $20/month and lets you store and charge client credit cards automatically.

FreshBooks also offers payroll through Gusto integration starting at $40/month plus $6 per employee.

Annual billing saves you 10% on all plans.

The Lite plan is perfect for freelancers who only work with a handful of clients at a time.

The Plus plan adds double-entry accounting, recurring invoices, and receipt scanning — features most small businesses need.

Premium gives you unlimited clients and project profitability tracking for growing businesses.

Select is for larger companies that need dedicated support and lower transaction fees.

💰 性价比最高： Plus at $38/month — 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.

FreshBooks 与其他替代方案的比较

How does FreshBooks compare to other accounting software? Here’s the competitive landscape.

We tested FreshBooks against every major competitor to help you decide which tool fits your business best.

工具	最适合	价格	等级
FreshBooks	Invoicing and time tracking	每月 21 美元	⭐ 4.3
QuickBooks	高级会计功能	每月 35 美元	⭐ 4.3
Xero	多币种和全球团队	每月 25 美元	⭐ 4.4
海浪	为初创公司提供免费会计服务	自由的	⭐ 4.2
Zoho Books	All-in-one business suite	每月15美元	⭐ 4.3
圣人	企业级会计	每月 25 美元	⭐ 4.1
Expensify	Expense management and receipts	每月 5 美元	⭐ 4.2
NetSuite	Large enterprise ERP needs	风俗	⭐ 4.0

快速精选：

• 综合最佳： FreshBooks — Best invoicing and easiest setup for small business owners
• 最佳预算： Wave — Free accounting software with no monthly fees
• 最适合初学者： Zoho Books — Simple interface with affordable pricing
• 最适合成长型企业： QuickBooks — Deeper reporting and inventory tracking
• 最适合自由职业者： FreshBooks — Fast invoicing, time tracking, and easy expense management
• 最适合企业使用： NetSuite — Full ERP with advanced accounting and global operations

🎯 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: AI-powered accounting that automates bookkeeping tasks and gives real-time financial insights for startups and growing companies.
• 💰 右手： Captures receipts and extracts financial data automatically so you spend less time on manual data entry and bookkeeping.
• 🌟 Xero： Cloud accounting with unlimited users on all plans, great for international teams that need multi-currency support and strong reporting.
• ⚡ 辛德： Syncs sales data from multiple eCommerce channels like Shopify and Amazon into your accounting software automatically.
• 🔧 轻松月末: Simplifies the month-end close process with automated checklists, reconciliation tools, and collaboration features for accounting teams.
• 🧠 Docyt： AI-driven accounting that handles back-office finances for multi-location businesses like restaurants, 酒店, and franchises.
• 🏢 圣人： Enterprise-grade accounting with payroll, HR, inventory management, and advanced reporting built in for larger companies.
• 🎨 Zoho Books： Affordable accounting with a clean interface, 自动化 features, and strong integration with the full suite of Zoho business apps.
• 💰 海浪： Completely free accounting and invoicing software with no monthly fees, perfect for freelancers and startups on a tight budget.
• ⭐ 加速: Personal and small business finance tracking with budgeting, investment monitoring, and bill management tools built in.
• 📊 Hubdoc: Automatically fetches and stores financial documents from banks, vendors, and utility companies for easy access and record keeping.
• 🎯 Expensify： Best-in-class expense tracking with smart receipt scanning, automatic report generation, and approval workflows for teams.
• 🔥 QuickBooks： The most popular accounting software for small businesses with deep reporting, inventory tracking, payroll, and tax preparation features.
• 💼 自动输入: Automates data entry by extracting financial information from invoices, receipts, and bank statements using smart OCR technology.
• 🏢 NetSuite： Full ERP system for large enterprises that need advanced accounting, resource planning, inventory management, and global operations support.

完整列表请参见我们的 FreshBooks的替代方案 指导。

⚔️ FreshBooks 对比

Here’s how FreshBooks stacks up against each competitor in a head-to-head comparison.

We look at pricing, features, ease of use, and which type of business each tool serves best.

Keep in mind that FreshBooks was designed specifically for freelancers and small business owners who don’t need complex accounting features.

• FreshBooks 与 Puzzle IO 的比较: 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.
• FreshBooks 与 Dext: 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.
• FreshBooks 与 Xero 的比较: 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.
• FreshBooks vs Synder: 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.
• FreshBooks 与 Easy Month End 的对比: 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.
• FreshBooks 与 Docyt: 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.
• FreshBooks 与 Sage 的比较: 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.
• FreshBooks 与 Zoho Books 的比较: 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.
• FreshBooks 与 Wave 的比较: 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.
• FreshBooks 与 Quicken: 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.
• FreshBooks 与 Hubdoc: 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.
• FreshBooks 与 Expensify 的比较: 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.
• FreshBooks 与 QuickBooks: 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.
• FreshBooks 与 AutoEntry 的比较: 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.
• FreshBooks 与 NetSuite: 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.

立即开始使用 FreshBooks

你已经学会了如何使用 FreshBooks 的所有主要功能：

• ✅ 自定义发票
• ✅ 付款管理
• ✅ 费用分类
• ✅ 时间跟踪
• ✅ 财务报告
• ✅ 应用集成
• ✅ 项目管理
• ✅ 里程跟踪

下一步： 选择一项功能，立即试用。

大多数人都是从自定义发票开始的。

It takes less than 5 minutes to send your first invoice.

FreshBooks offers a 30-day free trial with no credit card required.

Sign up, set your company profile, and start managing your business finances today.

If you get stuck, the FreshBooks support team is available by phone, email, and live chat.

FreshBooks has helped millions of small business owners and freelancers take control of their finances.

Whether you need to send invoices, manage expenses, or generate reports, this accounting software has you covered.

常见问题解答

FreshBooks容易上手吗？

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.

FreshBooks有哪些缺点？

FreshBooks has client limits on lower plans — 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.

FreshBooks是如何运作的？

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.

FreshBooks 比 QuickBooks 更容易使用吗？

Yes, most users find FreshBooks easier to use than QuickBooks. FreshBooks was built for small business owners and freelancers who don’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.

如何开始使用 FreshBooks？

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.

FreshBooks每月费用是多少？

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.

FreshBooks有会计科目表吗？

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.

如何一步一步地手动记账？

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.

QuickBooks 和 FreshBooks 哪个更好？

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.

FreshBooks每笔交易收取多少费用？

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.

如何开始使用 FreshBooks？

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’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.