The Accountant Hub gives accounting professionals a centralized place to create and manage FreshBooks accounts for clients as well as access their clients’ books. Accountants on the Accountant Hub can choose to pay for their clients’ FreshBooks subscriptions or let the client pay for their FreshBooks subscription instead.
If you have an existing FreshBooks account, you can log in using your Email and Password to create a new Accountant Hub account
Otherwise, to sign up using a different email address, select the Sign Up link at the bottom
Then enter in your Email address
Next, add a Password (minimum of 8 characters or more)
Select the Get Started button.
To sign up with your Apple ID, select Sign up with Apple
Enter in your Apple ID email and select the arrow button
Enter in your Apple ID password, then select the arrow button
If prompted, verify with Two-Factor Authentication
Select Continue to proceed with setting up Sign in with Apple
To sign up with your Google account, select Sign up with Google
Select the Sign in with Google button
Enter in your Google email and select Next
Enter in your Google password, then select Next
Select Allow to authorize FreshBooks to access your Google Account
Verify your account with the verification code or select the link in the email. Once verified, you’ll be taken to your Accountant Hub account to finish setting up.
Once you have an Accountant Hub account, you can log into it anytime at the Accountant Hub.
Clients
Add clients to work together with you, which allows you to access their FreshBooks accounts to manage their accounting. You can add clients that already have FreshBooks accounts, or create new clients with new FreshBooks accounts for them.
Add Existing FreshBooks Client
If you need to add a client that already has a FreshBooks account in your Accountant Hub account, use the below steps:
Have your client, the FreshBooks business owner, invite you to their account with the Accountant role
When you receive the client's invitation email, accept the invite and log into your existing Accountant Hub account to connect, this will add the existing client to your list of clients
Once the client is in your list of clients, have your client reach out to the Support team for help in updating the role from Accountant to Accountant - Full Access instead.
Add New Client
If you need to add a client that doesn't doesn't have a FreshBooks account yet, you can create the client in your Accountant Hub account. Creating a new client will also allow you to choose how you’d like to pay for your client’s FreshBooks account by selecting a plan right away without a trial, or by having the client pay for their account once their 30 day trial ends.
Select the Clients section
Then select the Create Client or plus + button
Enter your Client’s business information - Business Name, Industry, Currency, Revenue, Country, and additional details, then select Next
Then enter your client’s information as the business owner - First Name, Last Name, and Phone Number, then select Next
Next, choose a Currency for the billing of the FreshBooks account
For who will pay for the client’s FreshBooks account, choose either:
Once you have your client’s account created, invite them to start working with you in FreshBooks using the below steps:
Select the Clients section
Then select the client you want to invite
In the client profile, select the Invite Owner button
Enter the Client’s email address
If needed, customize the Subject and Message of the email
Select Send Invitation and your client will receive an email inviting them to join. Feel free to send your client our Getting started guide here to help them get set up in FreshBooks.
If needed, you can resend an invitation by opening the client’s profile and selecting the Resend Invitation button.
Client Profile
Any client’s profile can be viewed by going to the Clients section and selecting on a client. You’ll be on the Business Info sub-tab by default. Once you've created a new client, you can review how to set up your clients' FreshBooks accounts.
On every client’s profile you can access:
More Actions - Choose between Transfer Billing, Cancel Plan, Remove Firm Access or Archive
Remove Access - Available for Billed to Client or Accepted statuses, remove your access to the client’s account
Archive - Available for No Plan or No Access statuses, move the client to your list of archived Clients
Log in to Client’s Account - Allows you to open the client’s FreshBooks account within a frame in your window
Business Info In the Business Info sub-tab, you can find the below information:
Owner - Name, Email, Phone Numbers
Invite Owner - Available on Active or Free Trial statuses, invite the client to their FreshBooks account to start working with them
If the client’s account is being paid for by the Firm, a plan must be selected before inviting the client
Resend Invitation - Available on Invitation Sent status only, resend the invitation to the client again
Edit Owner - Available on Not Invited or Invitation Sent statuses, edit the client’s information
Business Info - Business Name, Phone, Address, Currency, Fiscal Year End Month and Day, Date Format and Standard Rate
Select the Edit Info button to edit the owner’s business information
Billing
In the Billing sub-tab, you can find the below information:
Billing Type
Billed to Firm - Your Accounting Firm is paying for the client’s FreshBooks account
Select Edit to update your billing and credit card information across all accounts your Firm is paying for
Billed to Client - The client is paying for their FreshBooks account
Plan / Add-On - Lists the plan and any add-ons for the client's FreshBooks account
Receipts - Select any receipt to download it as a PDF
Transfer Billing - Available on Billed to Firm or Invitation Accepted statuses, transfer ownership of the account to have your client pay for their account instead, this will block your access to the client’s account until they upgrade to a new plan
Select Plan - Available on Billed to Firm or No Plan statuses, choose a plan for your client’s account
Cancel Plan - Available on Billed to Firm or Active statuses, cancel an existing plan, this will block your access to the client’s account
Manage Clients
From the Clients section, you can review your clients’ information as well as their billing type and statuses:
Billing Type
Billed to Firm - Account is being paid for by the Firm
Billed to Client - Account is being paid for by the client
Statuses
Active - Account is on a paid plan
Free Trial - Account is currently on a free 30 day trial, client pays for the account when trial expires
No Plan - Account is not on a paid plan yet, billing is cancelled, or billing is being transferred to the Client
No Access - Accountant Firm has removed access to the client’s FreshBooks account
Not Invited - Client has not been invited to join their FreshBooks account
If needed, select any of the status filters above the list of clients to quickly filter by All, Active, Free Trials or Archived clients.
Billing
The Billing section is where you can manage your payment method on file for any accounts that are being Billed to Firm, as well as access your receipts for these FreshBooks subscriptions:
Payment Method - Your current payment information on file, select Update Credit Card to modify your payment and billing address information across all clients' accounts with the Billed to Firm status
All Receipts - Select any receipt to download it as a PDF
The Settings section is where you can manage your account and firm information, as well as customize your email templates.
Account
To access your account, select Settings. You’ll be on the Account sub-tab by default.
Account Details The Account section is explained in detail below:
Email Address and Password - Used to log into your Accountant Hub
Select the Change email address or Change password links to update to a new email address or password and select Save Changes to finish
Firm
To access your firm details, select Settings, then select the Firm sub-tab.
Accounting Firm Details The Accounting Firm Details section is explained in detail below:
Firm Logo - Select select an image to upload a logo up to 500kb in JPEG, GIF, PNG or TIFF format, this will display on communications sent to your clients
Accounting Firm Name - This is the name of your firm and is displayed on all communications sent to your clients
Business and Mobile Phone - Use this to display your phone number(s) as needed
Country and Address (Line 1 and Line 2) - This is your firm’s address
Preferences
Date Format - Choose between dd/mm/yyyy, dd.mm.yy, mm/dd/yyyy, yyyy/mm/dd, or yyyy-mm-dd for the formatting of your invoices, estimates, and proposals dates
Email Template
To access your email template, select Settings, then select the Email Template sub-tab. From here, customize the invitation email sent to your clients by editing the Subject and Your Message fields as needed. Select Save Changes to finish.
