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. FreshBooks requires an internet connection to use and can be accessed on your computer and mobile device with our mobile apps.
Feel free to jump to the relevant section, or scroll through:
 

Sign up for an Account

When you sign up for FreshBooks, you'll be put on a 30 day trial so you can try out all of our features before committing to a plan. To sign up, use the below steps: 
 
With FreshBooks
  1. Go to the signup page here
  2. Enter in an Email
  3. Next, add a Password (minimum of 8 characters or more)
  4. Select Get Started and you'll be asked a few questions about your business before you can start exploring your account.
 
With Apple
  1. Go to the signup page here
  2. Select the Sign in with Apple button
  3. Enter in your Apple ID email and select the arrow button
  4. Then enter in your Apple ID password, then select the arrow button
  5. If prompted, verify with two-factor authentication
  6. Select Continue to proceed with setting up Sign in with Apple
  7. Verify your account with the verification email
  8. Once verified, you’ll be taken to your FreshBooks account to finish setting up.
 
With Google
  1. Go to the signup page here 
  2. Select the Sign in with Google button
  3. Enter in your Google email and select Next
  4. Then enter in your Google password, then select Next
  5. Select Allow to authorize FreshBooks to access your Google Account
  6. Verify your account with the verification email
  7. You’ll be taken to your FreshBooks account to finish setting up.

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Import your Data

You can choose to start fresh, or bring in existing data from anywhere else into your account by importing the below into your account to save time:
  • Clients
  • Expenses
  • Items
  • Taxes
  • Vendors
 

30 Day Trial and Pricing

If you’ve signed up for one of our 30 day trials, your pricing can be viewed anytime in your account with the below steps:
  1. Select your profile picture or initials in the top right corner
  2. Then select Billing and Upgrade.
You can also view pricing here which varies depending on your geographic region. Upgrade anytime with these steps, and you won’t be charged until your trial ends.
 

Set Up Online Payments

Accept credit cards, bank transfers (ACH), and Direct Debit payments on your invoices and Checkout Links by setting up with any of our payment gateways:
 

Quick Links

As you start creating clients, invoices, estimates and more in your account, feel free to refer to these steps to help you get familiarized with your FreshBooks account: