What is FreshBooks and how does it work?
FreshBooks is a cloud-based accounting software designed for small businesses and freelancers. It helps track time, create invoices, manage expenses, and more.
How do I create a new invoice in FreshBooks?
To create a new invoice, go to the "Invoices" tab and click on the "Create New" button. Fill in the required information and click "Save."
Why can't I log into my FreshBooks account?
There could be several reasons for this issue, including incorrect login credentials, temporary server error, or a blocked account. Try resetting your password or contacting FreshBooks support for further assistance.
What is the maximum number of clients I can have on FreshBooks?
The maximum number of clients you can have on FreshBooks depends on your plan. The Lite plan allows up to 5 clients, while the Premium plan allows unlimited clients.
How can I upgrade my FreshBooks plan?
You can upgrade your FreshBooks plan by going to the "Upgrade" tab in your account settings and selecting a higher plan. You will be charged the prorated amount for the remaining time in your current billing cycle.
How do I set up recurring invoices in FreshBooks?
To set up recurring invoices, go to the "Invoices" tab, click on "Recurring," and then select "Create New." Fill in the required information and set the recurrence schedule.
Why am I getting a "Payment Failed" message when trying to make a payment?
This could be due to an incorrect payment method, insufficient funds, or a technical error. Contact your bank or try a different payment method to resolve the issue.
Can I track billable hours on FreshBooks?
Yes, you can track billable hours by using the built-in time tracking feature in FreshBooks. This will help you keep track of your billable hours and automatically add them to your invoices.
Do I need to install FreshBooks on my computer?
No, you can access FreshBooks from any internet-connected device using a web browser. There is no need to install any software.
What happens if I go over the maximum number of clients allowed on my plan?
If you go over the maximum number of clients allowed on your plan, you will be prompted to upgrade your plan to accommodate the additional clients. Alternatively, you can deactivate some clients to stay within the limit.
How do I add team members to my FreshBooks account?
To add team members, go to the "Team" tab in your account settings and click on "Invite New Member." Fill in their information and assign them a role.
Can I customize my invoices on FreshBooks?
Yes, you can customize your invoices by adding your logo, changing the layout, and including custom fields. You can also choose from pre-made invoice designs.
Why is my invoice showing a negative balance?
A negative balance on an invoice can occur when a payment has been recorded as a credit instead of a payment. To fix this, go to the payment and change the credit to a payment.
How do I send payment reminders to my clients?
To send payment reminders, go to the "Invoices" tab, select the invoice you want to send a reminder for, and click on "Send Reminder." You can also set up automatic payment reminders in your invoice settings.
How can I view my payment history on FreshBooks?
To view your payment history, go to the "Payments" tab and click on "View All." This will show you a list of all the payments received and their statuses.
Can I export data from FreshBooks to another accounting software?
Yes, you can export data from FreshBooks to other accounting software, including QuickBooks and Xero. Go to the "Export Data" tab in your account settings for options.
Why am I getting a "403 Forbidden" error when accessing FreshBooks?
This error can be caused by several things, such as a server issue, a browser issue, or incorrect login credentials. Clear your browser's cache and cookies or try accessing FreshBooks from a different browser.
How do I add expenses to my FreshBooks account?
To add expenses, go to the "Expenses" tab and click on "Create New." Fill in the required information, such as the vendor and amount, and save.
Why is my invoice not showing up in the "Overdue" section?
The "Overdue" section only shows invoices that are overdue and have an unpaid balance. If your invoice is not showing up, it could be because it has been paid in full or has been marked as paid.
How do I add taxes to my invoices on FreshBooks?
To add taxes, go to the "Settings" tab, click on "Taxes," and then click on "Add Tax." Enter the tax details and save. You can then apply the tax to your invoices.
Can I accept payments in different currencies on FreshBooks?
Yes, you can accept payments in different currencies on FreshBooks. However, this feature is only available for certain plans. See FreshBooks pricing page for details.
Why am I getting a "Get Help" notification in my FreshBooks account?
The "Get Help" notification appears when there's an issue with your account, such as a billing problem or an account restriction. Click on the notification for further instructions.
How do I create estimates or quotes on FreshBooks?
To create estimates or quotes, go to the "Estimates" tab and click on "Create New." Fill in the required information and save. You can then convert the estimate to an invoice when the work is completed.
Can I track inventory on FreshBooks?
No, FreshBooks does not have a built-in inventory tracking feature. However, you can use external apps or integrate with inventory management software to track inventory.
How can I get help with FreshBooks?
You can get help with FreshBooks by clicking on the "Help" button in your account or by contacting FreshBooks support through email, phone, or live chat. You can also access their comprehensive help center for articles and tutorials.
How often are my invoices backed up on FreshBooks?
Invoices on FreshBooks are automatically backed up every 15 minutes. This means you can always restore a previously saved version of your invoice if needed.
Why is my report showing incorrect data?
The report may be showing incorrect data if the date range is incorrect or if there are uncategorized expenses or income. Check the filters and date range settings, and make sure all transactions are properly categorized.
Can I connect my bank accounts to FreshBooks for easy expense tracking?
Yes, you can connect your bank accounts and credit cards to FreshBooks for automatic expense tracking. FreshBooks supports most major banks and financial institutions.
How do I cancel my FreshBooks subscription?
To cancel your FreshBooks subscription, go to the "Subscription" tab in your account settings and click on "
