How do I get started as an accountant?

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.
If you’ve created an Accountant Hub account as an Accountant - Full Access, review How does the Accountant Hub work? instead.

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.
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.
Also, as an accountant, you’re welcome to join our Accounting Partner Program and become a FreshBooks certified partner too. The program is designed for tech-savvy firms that offer services such as advisory, reporting, analytics, or business coaching, and partners also get:
  • Free FreshBooks training and certification as part of the onboarding process
  • Connections with potential FreshBooks users looking for help from an accountant
  • Referral commissions for recommending FreshBooks to your clients
  • Dedicated accountant support and account management
  • Free subscription to use as a demo environment to discover FreshBooks’ accounting functionalities
  • Ongoing resources and product information

Set Up

  1. You'll have received an invitation email from the owner of the account, select the link in the email
  2. You'll be taken to the account, upload a profile photo and edit your name if needed
  3. Then select Sign Up
  4. Enter a Password for your account
  5. When you're done, select the Get Started button.


Your view of the account will be slightly different from the owner's. Here’s what you can do:

Useful Resources