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 quickly. 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:

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 get started here

You can also watch a short video on how to create and send Invoices, as well as available Invoice Settings and adding payments to your Invoices: 


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.

An example of some time being tracked on the screen.

30 Day Trial & Pricing

What happens after your trial ends? After your 30 days is up, you can pick one of the plans available in your account. See our pricing options here to learn more. We have no contracts, a 30 day money-back guarantee and you can cancel at any time (though we hope you won't have to!)

To upgrade (or preview our pricing packages), do the following: 

  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 - just choose the one which suits your business, plug in your address and credit card information, and you're all set.


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