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Frequently Asked Questions

Accepting credit cards through FreshBooks: who shouldn’t use it?

Payments Supported by FreshBooks is currently limited to a small number of users as we roll out it out. If you are an existing FreshBooks user that would like to sign up for a chance for early access,  please fill… Continue reading »

Accountant Center – Overview for the FreshBooks User

So what does this feature do? Accountant Center gives your accountant their own separate and secure access to your FreshBooks Reports and Journal Entries, making collaboration easier. Developed based on feedback and requests that you have provided, Accountant Center brings… Continue reading »

Accountant Center – Overview for the Accountant

What does this feature do? Accountant Center provides a smarter way to work with your small business clients by giving you, the Accountant, access to all of your clients’ Reports and Journal Entries from your own portal in FreshBooks.  The… Continue reading »

What is the 1099-K form?

Payments Supported by FreshBooks is currently limited to a small number of users as we roll out it out. If you are an existing FreshBooks user that would like to sign up for a chance for early access,  please fill… Continue reading »

Who can use payments supported by FreshBooks?

Payments Supported by FreshBooks is currently limited to a small number of users as we roll out it out. If you are an existing FreshBooks user that would like to sign up for a chance for early access,  please fill… Continue reading »

Can I use ACH when accepting payments through FreshBooks?

Payments Supported by FreshBooks is currently limited to a small number of users as we roll out it out. If you are an existing FreshBooks user that would like to sign up for a chance for early access,  please fill… Continue reading »

Can I accept credit cards through FreshBooks from the Mobile App?

Payments Supported by FreshBooks is currently limited to a small number of users as we roll out it out. If you are an existing FreshBooks user that would like to sign up for a chance for early access,  please fill… Continue reading »

How much does it cost to accept credit card payments through FreshBooks?

Payments Supported by FreshBooks is currently limited to a small number of users as we roll out it out. If you are an existing FreshBooks user that would like to sign up for a chance for early access,  please fill… Continue reading »

Payments Supported by Freshbooks

Payments Supported by FreshBooks is currently limited to a small number of users as we roll out it out. If you are an existing FreshBooks user that would like to sign up for a chance for early access,  please fill… Continue reading »

Verifying your account to accept credit cards through FreshBooks

Payments Supported by FreshBooks is currently limited to a small number of users as we roll out it out. If you are an existing FreshBooks user that would like to sign up for a chance for early access,  please fill… Continue reading »

Does FreshBooks do payroll?

FreshBooks doesn’t have a payroll feature within the application itself. However, we partner with two payroll providers, ZenPayroll (for U.S Customers in select states) and PaymentEvolution for all customers in Canada. ZenPayroll is a simple and modern payroll solution designed… Continue reading »

Customer Ratings and Reviews Explained

So what does this feature do? The customer review feature allows you to ask your clients to rate and review their experience with you after work has been completed. Clients are presented with the option of rating your experience out… Continue reading »

Android Known Issues

App Crashing on Launch Symptoms – When attempting to launch the app, it crashes before you can interact with it. This has been determined to be caused by password manager apps such as LastPass, PasswordBox , 1password, KeeFox or DashLane… Continue reading »

Settings -> Misc

“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 »

Getting Started with FreshBooks

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.

What do I need to prepare my taxes?

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 »

What is an Expense Report?

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 »

What is a Payments Collected Report?

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 »

Journal Entries – Leave your Feedback!

Your feedback is our lifeblood, and we’d love to know what you think of the Journal Entries Feature. Please leave your thoughts below!

How do I Create a Recurring Expense?

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.

What is a Profit and Loss Report?

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 »

How do I cancel my FreshBooks subscription in iTunes?

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 »

Google Checkout has been sunsetted… Now what?

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 »

What do I do if I miss a payment to FreshBooks?

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 »

How do I search for items using Negative inventory values?

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 »

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