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Frequently Asked Questions

How do I delete Sendori from my computer?

There have been recent reports from our customers that have Windows PCs, that certain sections within their FreshBooks accounts are not appearing (such as timesheets, drop down menus, and the invoice edit page). You might have Sendori installed if you… Continue reading »

How is my personal data protected when using Automatic Expense Import?

In order to provide Automatic Expense Import, FreshBooks has partnered with a third party service provider that has been in use by more than 500 financial institutions in the U.S. for over a decade. Your user IDs, passwords, PINs and responses… Continue reading »

How do I update my iTransact authentication method?

Login to your iTranact account by visting: http://www.itransact.com/ Click on your “Account Settings” option at the top. Under your “Advanced Features” area, please make note of your “API Username” and “API Key” Note: Ensure that you have enabled API Access… Continue reading »

How do I turn customer reviews on/off?

If you do not want to use customer reviews or want to turn it back on system wide, just follow these steps: 1. Click on Settings on the upper right of the page 2. Click on the Misc tab on… Continue reading »

I’ve already changed my email address – why is it still showing up incorrectly in my email signature?

When you change your email address under “Settings” —> “Company” —> “Company Profile”, that just changes the “Reply-To” email address in the email that FreshBooks sends on your behalf, it doesn’t change your email signature. To do this, go to… Continue reading »

How does the dashboard work in the iPad app?

Want to see how your business is doing with a quick glance of your iPad? Now you can with the available dashboard in the iPad app. When you tap on the Overview icon, you will see a picture of a… Continue reading »

FreshBooks 1.1 Bug Fixes

The updated version of the mobile app (1.1) has some bug fixes and we want to tell you about some of the big ones that are fixed as of today International Region Settings -Task rates always used periods to indicate… Continue reading »

Can I take a picture of a receipt on the iPad?

You bet! Tap on the Expenses icon at the bottom of the page and tap on the green “+” sign to enter a new expense. Tap on the Attach Receipt icon and select the option to take a picture or… Continue reading »

How do I log out in the iPad app?

If you need to log out from your FreshBooks account, just follow these steps: 1. Tap on the gear on the upper right of the screen and tap on “Your Company Info” 2. Tap on the green “Log Out” button

Can I use the iPad app in landscape?

You bet! For times when you need to type a long description for a line item or did a lot of work that needs to be recorded on a time entry, just put your iPad in landscape and get typing.

Can I CC email addresses on invoices that I send out?

There is no “cc” functionality in FreshBooks, but you can create additional contacts on one single client so that each person will get their own emails with the appropriate content (new invoice, payment notifications, late payment reminders, etc.). Check out… Continue reading »

How do I log out of the mobile app?

The layout of the mobile app is different from the web. If you’re wondering how to log out of your account on your mobile device, just follow these three simple steps: 1. Tap on the Settings gear in the upper… Continue reading »

There are multiple options for when I search for my bank. Which one should I select?

If you search for your bank and see multiple options, you will need to click on the options and look at the link at the top to see which one matches the link you use to do online banking. For… Continue reading »

How do I disconnect a bank account?

1. Click on the Expenses tab and click on the Bank Accounts subtab 2. Each account that you have connected is represented by a separate square on this page. In each square, you have the option to view expenses from that account,… Continue reading »

How do I connect a bank account for automatic expense importing?

FreshBooks now provides the ability for you to attach your credit card, bank account, and PayPal account and we will automatically bring in your expenses everyday. Goodbye manual entry work. To add a bank account to your FreshBooks account, just… Continue reading »

I am getting a notification that I have uncategorized expenses. Can I bulk update expenses?

Are you seeing this notification on the Expenses tab? If so, you have some uncategorized expenses that need to be edited and given a category. The good news is you can do them in bulk to save time. After you… Continue reading »

Can I search for expenses from a certain attached bank account?

You sure can! Just follow these steps: 1. On the Expenses tab, click on the gray Search button on the upper right of the page 2. On the bottom left of the page, you should see a dropdown that says… Continue reading »

Why did the automatic expense import not bring in all my expenses that I see on my statement?

Depending on your financial institution, they may restrict on how many days of expenses we have access to and therefore you might have some expenses that you want to import outside of the 30-90 day window. The best solution is… Continue reading »

Can I connect a credit card to FreshBooks also? What about my PayPal account?

You bet! You can attach any American credit card to your FreshBooks account so it automatically brings in your expenses. You can do the same thing with your PayPal account by selecting the “PayPal Money Market Funds” option.

What does “connect a bank” mean?

When you connect a bank to FreshBooks, this is what will happen: – We will attempt to import expenses in your account from the last 30-90 days (depends on the financial institution) – Then, we will automatically look at the… Continue reading »

How do I setup First Data E4?

First, retrieve your First Data authentication credentials. Login to your First Data account. Click on your “Administration” tab on the top right. Click on your “Terminals” sub tab at the top. Select your Terminal you will use with FreshBooks Scroll… Continue reading »

What is considered “Equipment” on a balance sheet?

Equipment falls under the “Assets” category when you are running a balance sheet report. Equipment is any sort of tangible object that you have purchased to aid your business. For example: Example 1: A Contruction company could put the following… Continue reading »

How can I migrate all my expenses with the old categories to the new tax-ready expense categories?

Recently, FreshBooks made organizing your expenses easier by providing all accounts with tax-friendly categories: expense categories that are commonly found on tax forms for claiming your business expenses. If you have a bunch of expenses that used an old category… Continue reading »

Where did all my old expense categories go since you introduced the tax-friendly categories?

Recently, FreshBooks made organizing your expenses easier by providing all accounts with tax-friendly categories: expense categories that are commonly found on tax forms for claiming your business expenses. Any expense categories that you had in your account before can still… Continue reading »

How can I connect the iPhone application with my account that uses Google Apps?

If you created your FreshBooks account by installing the Google Apps App, you do not have a password and you will need one to connect the iPhone app to your FreshBooks account. To resolve this, you will need to assign… Continue reading »

Frequently Asked Questions

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