Frequently Asked Questions

How do I get started in FreshBooks?

Welcome to FreshBooks! If you're currently running a business or just getting started while pursuing your passion, we're here to help you make accounting painless and easy. 

Here's a quick guide to help you get up and running in FreshBooks. Feel free to jump to the relevant section, or scroll through: 

 

Watch Our Webinar

Got a question? We've got answers!

All our tutorials are moderated by our expert support specialists and include live chat throughout the entire 1 hour session. Learn best practices that will save you time and help you get paid faster. Find out how to:
  • Set up and brand your FreshBooks account to look professional
  • Create Clients and Invoice them in minutes
  • Accept Credit Card Payments to get paid even faster

Sign Up Here: https://www.freshbooks.com/webinars

Or if you can't make the live webinar session, you can always watch our most recent recorded version here.

Make Your First Invoice

If you're ready to bill your Clients, you can start making your Invoice with plenty of options to create and customize. You can begin with the steps here

You can also watch the below video on how to get started with FreshBooks: 

Accept Credit Cards

You can get paid faster by accepting online payments with credit cards. In FreshBooks, you have two options to choose from - FreshBooks Payments or Stripe. Click here for all the details.  

Track Time

Ready to log some hours you've worked? You can track your time right away with the steps here.

30 Day Trial & Pricing

While you’re on your trial, you can view our pricing anytime with these steps below, or at our pricing page here:

  1. Click on your picture/initials in the top left corner
  2. Click on Billing & Upgrade

From here, you'll be presented with our plans and the features available on each.

You can upgrade anytime during your trial with these steps above - just enter your credit card details and save.

We won’t charge you or move you to the new plan until after your trial ends 30 days later. This allows you to get all 30 days for free, so you test all the features, and continue uninterrupted after your trial ends.

 

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