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Frequently Asked Questions

Payments Supported by FreshBooks: Overview

Payments Supported by FreshBooks – Accepting Credit Cards from your Clients All US and Canadian FreshBooks accounts automatically come with the ability to accept credit cards online, with no setup required to accept payments from a client. To existing FreshBooks… Continue reading »

Payments Supported by FreshBooks: Settings and Access

Want to know more? Head back to the Payments Supported by FreshBooks: Overview FreshBooks Payments: Settings and Access How do I activate FreshBooks Payments on my FreshBooks account? Can I have multiple FreshBooks accounts connected to a single WePay account?… Continue reading »

Payments Supported by FreshBooks: Transactions

Want to know more? Head back to the Payments Supported by FreshBooks: Overview FreshBooks Payments: Transactions Why has my client’s payment failed? What are the transaction limits with FreshBooks Payments? How can I raise my transaction limit? Refunds: How do… Continue reading »

Payments Supported by FreshBooks: Account Security

Want to know more? Head back to the Payments Supported by FreshBooks: Overview FreshBooks Payments: Account Security Account security: I forgot my FreshBooks Payments password! How do you ensure my FreshBooks Payments account is secure? What happens to my Freshbooks… Continue reading »

Payments Supported by FreshBooks: Features and Reporting

Want to know more? Head back to the Payments Supported by FreshBooks: Overview FreshBooks Payments: Recurring profiles How do I use FreshBooks payments on my recurring profiles? Can I use FreshBooks Payments for auto-billing? Expenses: Why am I seeing “Transaction… Continue reading »

Payments Supported by FreshBooks: Deposits to your bank account

Want to know more? Head back to the Payments Supported by FreshBooks: Overview” FreshBooks Payments: your bank account How do I withdraw my funds to my bank account? How do I add/remove/edit a bank account to FreshBooks Payments? Can I… Continue reading »

Attaching Receipt Images to Your Invoice

You’ve spent some money, created an expense and added a picture of the receipt. Awesome! Now you want to attach that receipt picture to your invoice. No problem, here’s how. Make sure the expense is assigned to the client you… Continue reading »

Is FreshBooks DMARC compliant?

What is DMARC? DMARC is a new Internet standard for how email is sent and received. Email providers are adopting it more and more widely across the web.  DMARC standardizes how email providers authenticate the mail that they are receiving.… 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 »

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

Want to know more? Head back to the Payments Supported by FreshBooks: Overview Absolutely! However, you will need to have sent at least one invoice from the web application before it becomes available on the mobile app. As soon as… 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 »

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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