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How do I access the iOS app?

FreshBooks' iOS app can be used as a companion app to help you stay connected to your account while on the go or out in the field. Visit the Apple App Store listing here to download the iOS app.

 

 

iOS devices must be on version 14 or higher to use the FreshBooks iOS app, and the FreshBooks iOS app must be on version 1.173.0 or higher. If needed, update your iOS using the steps here and ensure you've downloaded the latest FreshBooks iOS app version here.

 

Sign Up

If you haven't signed up for a FreshBooks account yet, you can do it through the mobile app with these steps:

  1. Launch the app
  2. Tap on Sign Up
  3. Enter your email address and password and then tap on Sign Up again
  4. Verify your account by checking for an email from FreshBooks and tap on the link provided
  5. The link will automatically open your app so you can finish setting up your account.

 

Log In or Log Out

Sign In with FreshBooks

  1. Tap on Log In
  2. Enter in your email address and password
  3. Tap on Log In again and you'll be taken into your account. If you need to switch businesses, tap on your avatar or initials in the top right, then under My Businesses, tap on the specific business to switch to.


Sign in with Apple or Google

If your FreshBooks email is already associated with an Apple ID, Gmail or Google address, you can use these steps:

  1. Tap on the Sign in with Apple or Sign in with Google button
    1. For Sign in with Apple, enter your Apple ID email and password
    2. For Sign in with Google, choose your Google account, or sign in to your Google account with the Use another account button instead
      1. If this is your first time, a message letting you know that FreshBooks wants to access your Google Account will appear, tap on Allow
  2. You’ll then be taken to your FreshBooks account. If you need to switch businesses, tap on your avatar or initials in the top right, then under My Businesses, tap on the specific business to switch to.

 

If your FreshBooks email is not associated with an Apple ID, Gmail or Google address, and you want to use Sign in with Apple or Sign in with Google, you’ll need to change your email address inside FreshBooks first.

 

To Log Out

  1. Tap on your avatar or initials in the top left corner
  2. Then tap on Logout.

 

Update and Sync

To ensure you have the latest version of the iOS app downloaded for the best experience, activate automatic updates for iOS Apps, or manually update the App with the steps here.

 

To sync data to your FreshBooks account on the web:

  1. Tap and hold near the top of your screen anywhere inside the FreshBooks iOS app, and pull down until three dancing dots appear
  2. The sync will be complete when the dots turn into a green checkmark icon.

    Sync icon appearing over Dashboard and Invoices.

 

Settings

To access your FreshBooks iOS app settings, tap on your avatar or initials in the top left corner. From here you can access:

  • Business Settings
    • Company Profile - Manage your Business information that appears throughout your account and on invoices, estimates and proposals
    • Invoice Template Settings - Manage your invoice's logo and theme
    • Online Payment Settings - Activate and manage your online payments for your invoices
    • Mileage Tracking - Manage your Mileage Tracking settings for location services, mileage rates and distance units
  • My Businesses - Switch between any of your businesses as needed
  • Personal Settings
    • My Profile - Manage your Account settings including your name and email
    • Face ID or Touch ID - Slide the toggle to activate logging in with FaceID or TouchID
    • Need Help? - Choose between View FAQs, Email Us or Call Us for support
    • Privacy Policy - Access our privacy policy
    • Log Out - Tap on Log Out to sign out of your FreshBooks iOS app

 

The FreshBooks iOS app will display in English, French, or Spanish, depending on your iOS device's settings.

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