How does the Accountant Hub work?

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’ve been invited as an accountant to a business owner’s account instead, check out How do I get started as an accountant?

As a business owner, review the difference between the Accountant and Accountant - Full Access roles in What permissions can I assign to my team member? here.
 
 

Create an Accountant Hub Account

Sign up for an Accountant Hub account using your existing FreshBooks login, or create a new login with these steps:
  1. Go to the Accountant Hub
  2. If you have an existing FreshBooks account, you can log in using your Email and Password to create a new Accountant Hub account
  3. Otherwise, to sign up using a different email address, select the Sign Up link at the bottom
    1. Then enter in your Email address
    2. Next, add a Password (minimum of 8 characters or more)
    3. Select the Get Started button.
  4. To sign up with your Apple ID, select Sign up with Apple
    1. Enter in your Apple ID email and select the arrow button
    2. Enter in your Apple ID password, then select the arrow button
    3. If prompted, verify with Two-Factor Authentication
    4. Select Continue to proceed with setting up Sign in with Apple
  5. To sign up with your Google account, select Sign up with Google
    1. Select the Sign in with Google button
    2. Enter in your Google email and select Next
    3. Enter in your Google password, then select Next
    4. Select Allow to authorize FreshBooks to access your Google Account
  6. 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’ll also be able to specify whether you’d like to pay for your client’s FreshBooks account, or have them pay for their account once their 30 day trial ends.
 
If you've been invited to work with a client and the client doesn't appear in your list of Clients, you can still access the client's account by logging into FreshBooks directly and switching to the client's business instead.
 
  1. Select the Clients section
  2. Then select the Create Client or plus + button
  3. Enter your Client’s business information - Business Name, Industry, Currency, Revenue, Country, and additional details, then select Next
    Fields requesting the client's business information.

  4. Then enter your client’s information as the business owner - First Name, Last Name, and Phone Number, then select Next
    Fields requesting first and last name, and phone number of new client.

  5. Next, choose a Currency for the billing of the FreshBooks account
    Currency dropdown and two options to choose for the client's billing.
  6. For who will pay for the client’s FreshBooks account, choose either:
    1. Select My Firm then select Finish
      1. Next, select Choose a Plan and complete the upgrade
      2. Or select Do it later to go back to your account
    2. Select The Client then select Save and Finish
      1. Next, select Set Up your Client’s Account
      2. Or select Do it later to go back to your account
  7. Once you have your client’s FreshBooks account created, you can continue setting it up for them using our Get started in FreshBooks guide here.
 

Invite Client

Once you have your client’s account created, you you can invite them to start working with you in FreshBooks using the below steps:
  1. Select the Clients section
  2. Then select the client you want to invite
  3. In the client profile, select the Invite Owner button
    Invite owner button in client profile.
  4. Enter the Client’s email address
    Preview of invitation with fields to fill out.

  5. If needed, customize the Subject and Message of the email
  6. 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:
Client profile with Business Info tab displaying 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:
Client profile with Billing tab displaying plan information and receipts.
  • 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:
Client section with two clients listed.
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 the Archived Clients button at the bottom to access your list of 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:
Billing section with saved payment information and two receipts listed.
  • 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

Notes:
 

Settings

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.
Settings section with account sub-tab selected.


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.
Settings section with firm sub-tab selected.
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.
Settings section with email template sub-tab selected.