“Misc” (Miscellaneous) is a sub-tab within FreshBooks located under Settings. Take a look below to see the breakdown for what this tab entails! _________________________________________________________________________________________________ General 1. Lines Per Page – This determines how many lines will show within each list… Continue reading »
This webinar walks you through how to get your account set up along with a detailed walkthrough of how to use FreshBooks in just 30 minutes.
Happy Tax Time, one and all. What exactly do you need to know to file your taxes? Whether you are working with an accountant or filing on your own, FreshBooks has information to help you out. This guide will help… Continue reading »
The Expense Report breaks out all of your expenses into detail. You can run your Expense Report by going to “Reports” -> “Accounting Reports” -> “Expense Report” There are various options for running your report: 1. Date Range: You can… Continue reading »
Your Payments Collected Report breaks out all of the payments you have recorded in detail. You can run your Payments Collected Report by going to “Reports” -> “Accounting Reports” -> “Payments Collected” There are various options for running your report:… Continue reading »
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Creating a recurring expense is easy! When creating an expense in FreshBooks, be sure to check off the box next to “Recurring”. You can then set the frequency, as well as the end date for the recurring expense.
A Profit and Loss Report (P&L) is a report that shows your total revenue, your total expenses, and the net income or loss resulting from the two accounts. You can run your profit and loss report by going to “Report”… Continue reading »
To cancel your FreshBooks auto-renewing subscription in iTunes, follow these steps: From your iPhone/iPad From your desktop computer From your iPhone/iPad 1. View your Apple ID From your iOS device, open up the App Store and go to the Featured… Continue reading »
As you likely know, Google has retired its Google Wallet product as of November 20th, 2013. Though they are not personally replacing the service, they have graciously recommended FreshBooks as a replacement for your billing needs. But what is FreshBooks? FreshBooks… Continue reading »
It happens to the best of us, we get a new credit card, update every possible account we can think of, and still manage to forget someone. If you received the “Your scheduled payment has been declined” email from us,… Continue reading »
As you may have noticed, you can not search through your items list using negative numbers in the “Inventory” field. That query only accepts number values, and no minus sign (“-”). What we recommend doing instead is ordering your list… Continue reading »
On November 20, 2013, Google will be retiring its online payment processor Google Checkout. If you are are currently using Google Checkout to process credit card transactions in FreshBooks and would like an alternative, we are recommending the following two… Continue reading »
Your business is growing and you need to add more clients. Or maybe you added your first staff member to your company and you want them to track time or create invoices on the go (Congrats on your business growing!).… Continue reading »
Journal Entries Guide: Overview of Journal Entries Overview for your Accountant How to Send Journal Entries to your Accountant What are journal entries? Journal entries are the building blocks of financial accounting, and are literally a ‘journal’ of all… Continue reading »
Journal Entries Guide: Overview of Journal Entries Overview for your Accountant How to Send Journal Entries to your Accountant Have feedback? Let us know! Accountant Overview – Table of Contents Overview If I use QuickBooks, what am I importing?… Continue reading »
The most common reason for authentication problems is browser-related. The login process on Android will redirect you to https://xxxxxxx.freshbooks.com on a web browser, where you can enter your username and password and get synced up to FreshBooks (we use OAuth,… Continue reading »
Logging in So you just downloaded the app and want to log into your existing FreshBooks account. Just follow these steps and you should be on the path to accounting bliss: 1. Tap the green “Get Started” button 2. Now,… Continue reading »
Need to quickly find a client or expense you filled on the road? With the super speedy search on the Android app, you can easily find the thing you are looking for so you can spend even more time on… Continue reading »
Meet a prospective new client that you want to add to your cloud based rolodex? Just follow these steps to add a new client using the Android app: 1. Tap on the Client tab on the home screen 2. Tap… Continue reading »
If you are on the list of Projects in the Android app, you might see some colorful bars. This budget bar will help you know from a glance if you are on track or have gone over budget for a… Continue reading »
The Android app is optimized for virtually every single phone device. But it is not ideal for tablets. We do recommend that you use the regular web version of FreshBooks on an Android tablet from any internet browser. The FreshBooks… Continue reading »
There is no reporting feature within the Android app itself. But you can have FreshBooks email you your reports, or log you in to the web app to view the Reports from there.
Yep! With the FreshBooks time tracking app on your Android, you can start the timer and let it run. Feel free to leave the FreshBooks app at any time and do whatever else you want. You can see how much… Continue reading »
1. Tap the “Clients” button 2. Tap the + symbol at the top right of the page 3. Choose “Import from Contacts” 4. Select the contacts you want to import. Note there is a “select all” option at… Continue reading »