Welcome to FreshBooks! As a newly invited accountant, we know your first priority is getting up and running quickly, so we've prepared this guide that shows you exactly what you need to know and do.
As an accountant, you can review your new client's (the owner who invited you) financial reports and help balance their books to ensure their business continues to run smoothly. Each client that invites you as an accountant will appear as a separate business that you can switch between inside your account.
FreshBooks, if you're not familiar with it already, is an online invoicing service that helps freelancers and small business owners save time, get paid faster and look professional. You'll be able to access accounting reports, add journal entries, manage Chart of Accounts as well as review and manage other data in your client's account.
Set Up
- You'll have received an invitation email from the owner of the account, select the link in the email
- You'll be taken to the account, upload a profile photo and edit your name if needed
- Then select Sign Up
- Enter a Password for your account
- When you're done, select the Get Started button.
Permissions
Your view of the account will be slightly different from the owner's. Here’s what you can do:
- Can access the dashboard and reports of your client's business’ financials
- Create journal entries and create or manage accounts in Chart of Accounts
- Can view invoices and manage payments
- Can create other income
- Can create and manage expenses
- Switch between businesses if you've been invited to other clients' accounts
Useful Resources
- Review the accounting best practices in What is Advanced Accounting?
- Learn more about our accounting features and how transactions are recorded in FreshBooks
- Review how all the reports work
- Familiarize yourself with managing invoices and expenses
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For Former Accountant Hub Users - If you have clients set up as Billed to Firm where your accounting firm is paying for the client’s FreshBooks subscription:
- Update Billing Information - To update your client’s subscription directly, review How do I update my billing information?
- Transfer Billing Ownership - If you’d like to transfer billing ownership to the client, reach out to our Support team
