What is FreeAgent?
FreeAgent is a cloud-based accounting software designed for small businesses and freelancers.
How do I sign up for FreeAgent?
You can sign up for FreeAgent by visiting their website and clicking on the 'Sign Up' button. You will then be prompted to enter your email address and create a password.
I forgot my FreeAgent password. What should I do?
If you forgot your FreeAgent password, click on the 'Forgot your password?' link on the login page. You will then receive an email with instructions on how to reset your password.
Why am I receiving an error message when trying to log in to my FreeAgent account?
This could be due to incorrect login credentials or a temporary issue with the server. Double-check your login information and try again. If the problem persists, contact FreeAgent customer support.
Can I use FreeAgent on my mobile device?
Yes, FreeAgent has a mobile app available for both iOS and Android devices. You can download it from the App Store or Google Play Store.
How do I connect my bank account to FreeAgent?
You can connect your bank account to FreeAgent by going to the 'Banking' tab and clicking on 'Connect Bank Account.' You will then be prompted to select your bank and enter your login credentials.
I made a mistake in a transaction. Can I edit it in FreeAgent?
Yes, you can edit transactions in FreeAgent. Simply go to the 'Banking' tab, find the transaction, and click on the 'Edit' button.
How do I create an invoice in FreeAgent?
To create an invoice in FreeAgent, go to the 'Sales' tab and click on 'Create New Invoice.' Fill in the required information and click on 'Save Invoice.'
My client says they did not receive the invoice I sent from FreeAgent. What could be the issue?
There could be a few reasons why the client did not receive the invoice. Check that the email address is correct, and the invoice did not end up in the spam folder. You can also try resending the invoice.
Can I track my expenses in FreeAgent?
Yes, FreeAgent has a feature for tracking expenses. Go to the 'Expenses' tab and click on 'Add New Expense' to enter your expenses.
How do I record a payment received in FreeAgent?
To record a payment received, go to the 'Sales' tab, find the invoice, and click on the 'Record Payment' button. Enter the amount received and select the payment date.
How do I set up recurring invoices in FreeAgent?
You can set up recurring invoices in FreeAgent by going to the 'Sales' tab, selecting 'Recurring Invoices,' and clicking on 'Add New Recurring Invoice.'
What should I do if my FreeAgent account is not syncing with my bank account?
Check if there are any temporary issues with your bank's server. If not, try reconnecting your bank account in FreeAgent settings. If the problem persists, contact FreeAgent customer support.
I accidentally deleted a transaction. Can I undo it in FreeAgent?
Yes, you can undo a deleted transaction in FreeAgent by going to the 'Accounting' tab, selecting 'Journal Entries,' and clicking on 'Show Deleted Transactions.'
How do I add a new user to my FreeAgent account?
You can add a new user to your FreeAgent account by going to the 'Settings' tab, selecting 'Users & Teams,' and clicking on 'Add New User.'
How do I change my FreeAgent subscription plan?
To change your FreeAgent subscription plan, go to the 'Settings' tab, select 'Billing,' and click on 'Change Subscription.'
How do I cancel my FreeAgent subscription?
To cancel your FreeAgent subscription, go to the 'Settings' tab, select 'Billing,' and click on 'Cancel Subscription.' Keep in mind that this will permanently delete all your data.
Can I customize my FreeAgent dashboard?
Yes, you can customize your FreeAgent dashboard by clicking on the 'Manage Dashboard' option in the top right corner.
How long does it take for my bank transactions to show up in FreeAgent?
It usually takes 24 hours for bank transactions to appear in FreeAgent. However, it may take longer for some banks.
What does FreeAgent do with my financial data?
FreeAgent takes data security seriously and has measures in place to protect your financial data. You can read their privacy policy for more information.
Can I import data from another accounting software into FreeAgent?
Yes, FreeAgent has the option to import data from other accounting software. Check their website for a list of compatible software.
Why are some features in my FreeAgent account not working?
This could be due to a temporary issue with the server. Wait a while and try again. If the problem persists, contact FreeAgent customer support.
Is FreeAgent compatible with all web browsers?
FreeAgent is compatible with most modern web browsers, such as Chrome, Firefox, and Safari. However, it may not work properly on outdated browsers.
Can I set up automatic bank feeds in FreeAgent?
Yes, you can set up automatic bank feeds in FreeAgent by going to the 'Banking' tab and clicking on 'Connect Bank Account.'
Is there a limit to the number of transactions I can enter in FreeAgent?
No, there is no limit to the number of transactions you can enter in FreeAgent. However, your subscription plan may have a limit on the number of users or clients.
What is the FreeAgent referral program?
The FreeAgent referral program allows existing users to refer friends and colleagues to FreeAgent and receive a discount on their subscription fees.
How do I contact FreeAgent customer support?
You can contact FreeAgent customer support by filling out a form on their website or by emailing them at [email protected]. They also have a support center with helpful resources and articles.
