Frequently Asked Questions

How do I upgrade my account?

All new accounts start off on a free 30 day trial, and then you can upgrade it to one of our plans. Or if you're already on a subscription but you'd like to switch to a different one, you can do this anytime during your subscription period. Steps for both are below:

New Users

If you are on a trial plan with FreshBooks and want to upgrade your account:

  1. ​Click on the circle icon in the top left corner (it'll either be a photo or your initials)
  2. Click on Billing and Upgrade
  3. Click on the Select button and you can finish upgrading. 

Existing Users

If you’re looking to make any adjustments to your current plan, you can add or remove any extras:

  1. ​Click on the circle icon in the top left corner (it'll either be a photo or your initials)
  2. Click on Billing and Upgrade

From here, you can either: 

  • Click on the Upgrade to (Plan) button to conveniently upgrade to the next plan available
  • Click on the compare all plans link to see differences between each plan
  • Click on the Manage Plan button to add/remove any addons you have
  • Or if you're currently paying monthly, click on the Switch to Yearly link to save 10% off with annual payments instead.

Alternatively, if you've tried to add a third Client to your free plan (free plans include two Client spaces), you'll see an upgrade page. Again, just choose the plan you need and you're all set.