Changes and updates in 2019

In 2019, we've added more new features and improvements to FreshBooks so you can focus on running your business successfully. Release notes, also known as a changelog, are below for 2019.
Looking for the newest updates? Go to Changes and updates in 2024 instead.


CategoryChanges and UpdatesDetails
PaymentsBank Transfers (ACH) Payments for StripeUse Stripe to start accepting bank transfers (ACH) from your clients with USD payments.
Billing and Upgrade  Update Payment Details From your Billing and Upgrade page, you can now quickly update your credit card details and view when your next payment is due.


CategoryChanges and UpdatesDetails
PaymentsCredit Card UpdaterAny credit card entered by the owner or client after October 28, 2019 that later expires will automatically update to new information by WePay or Stripe.
Proposals Warning Before Deleting Proposal SectionWhen removing a section on your proposal, a warning pop-up is displayed before it is deleted.
Reports Updated Profit and Loss Report HeadingsThe Profit and Loss report now displays Quarterly headings by Jan-Mar, Apr-Jun, Jul-Sep and Oct-Dec.
Projects Bulk Add Team Members to ProjectsSearch for specific team members by name or by role, or add all of them in one go on any project as needed.


CategoryChanges and UpdatesDetails
Navigation🎉  Add-Ons SectionFind our ever-growing collection of apps, integrations and services in the Add-Ons section in your navigation menu on the left.
Payroll Payroll for US Users Payroll via Gusto now appears as an option in your Apps, and you can connect to Gusto directly from within your account.
Invoices and EstimatesImproved Search on Estimates and ProposalsSearching in both estimate and proposal lists have been improved to return more accurate results. 


CategoryChanges and UpdatesDetails
Time Tracking  Sort by Date, Project, Service, Note, Time, or Status on Time Tracking List When on the Review tab in the Time Tracking section, you can now sort your list of time entries by Date, Project, Service, Note, Time, and Status.
Expenses Expense Order, Creation date and Generate Invoice ShortcutExpenses are now listed in chronological order when rebilling to an invoice (oldest at top), with the expense creation date added to the description. Generate Invoice has also been added as a Bulk Action on the list of expenses.
Navigation 🎉  Keyboard Shortcuts Move through your account faster with keyboard shortcuts, or press SHIFT + ? in your account.
Bank Connections 🎉  Bank Connections with PlaidUsers in the United Kingdom and Ireland can now connect to their banks via Plaid, which is PSD2 compliant.
Reports Monthly Breakdown on Profit and Loss ReportView the breakdown for each month on the Profit and Loss report by selecting the enlarge button instead of exporting it.
Invoices Single Line Actions for Invoices and Invoice Preview on HoverWhen viewing the list of invoices, you can hover to quickly edit, duplicate, add a payment or access more actions. You can also hover over the invoice number to view a text preview of all line items, total paid and total outstanding. 
Invoices Improved Search on InvoicesSearching in the list of invoices has been improved to return more accurate results.
Login  🎉  Sign Up with Google Sign In You can now sign up for a new FreshBooks account using your Google Sign In


CategoryChanges and UpdatesDetails
Invoices and Time TrackingImproved Search on Items and ServicesSearching for items and services has been improved to return accurate results. 
Reports Sort by Organization, Primary Contact or Total on Revenue by Client reportSort by organization, primary contact or the total of any client on the Revenue by Client report
My Team 🎉  Manager Team Member Role Assign your team member as a Manager to have them help you manage invoices, retainers, estimates, track time and more without viewing your financial information.


CategoryChanges and UpdatesDetails
Login🎉  Log In with Google Sign InYou can now sign into your FreshBooks account with your Google Sign In
Navigation 🎉  Message Center Read about new updates to FreshBooks, announcements and more inside the Message Center. This can be accessed anytime from the blue button in the bottom right corner of your account.
Clients Client ProfileView all of your client's invoices, retainers, expenses, estimates, time tracking, projects and reports inside their client profile.
Accounting Mark As Transfer, Owner's Draw or Expense RefundYou can now automatically mark transactions as a Transfer, Owner's Equity, or Expense Refund with the Mark As button inside your bank reconciliation.
Reports Grand Total on Expense ReportThe Expense report now displays the grand total of all expenses at the top in the Summary section.
Invoices Improved Search on Recurring TemplatesSearching in the list of recurring templates has been improved to return more accurate results. 
Reports Sort By Client or By Total on Accounts Aging ReportNow sort in ascending or descending order by client or by total on the Accounts Aging report, so you can quickly view who owes you the most or least.


CategoryChanges and UpdatesDetails
NavigationBulk Actions ButtonPreviously called the Actions button, it is now renamed to the Bulk Actions button to clearly illustrate the bulk options available for most lists.
Invoices Client Names No Longer Selectable on Invoice ListClient names are no longer selectable on the list of invoices to make it easier to open the invoice instead.
Invoices New Invoices from Last CreatedWhenever a new invoice is created, terms, online payment details and due dates will default to copy the same settings from the last invoice created instead.  
Navigation PaginationIf you have 11+ pages on any list, you can jump to the next page before or after, jump to the first or last page, as well as select the page number to jump to a specific page.
Dashboard Outstanding Revenue Dashboard GraphOutstanding is now listed in the legend for the Outstanding Revenue graph on the dashboard. The outstanding total is now selectable so you can view which invoices make up this amount. 


CategoryChanges and UpdatesDetails
ExpensesQuick Expense CreationSelect the + New Expense button at the top of your list of expenses to quickly create a new in-line expense or edit any existing expenses.
Reports 🎉  Bank Reconciliation Summary ReportFind all your unmatched transactions in one place with the Bank Reconciliation Summary report.
Clients Improved Client SearchSearching in the list of clients is now improved with more accurate results being returned. 
 EmailsEditable Subject LinesYou can now customize your subject lines when sending out invoices, estimates, proposals and reports.
Payments 🎉  Online Payments All Transactions ListView all your online payments in one place with the All Transactions list, including transaction fees for both FreshBooks Payments (WePay) and Stripe.
Accounting Bank Reconciliation SearchA search box has been added to the FreshBooks Entries side in bank reconciliation to quickly search for specific transactions.
Invoices Invoice List ViewIt's now easier to differentiate between similar Invoices with a description column, links to the parent recurring template or retainer, and issue date and due date as a single column.
Projects Change Client on ProjectYou can now change the client on a project which will reassign all time entries to the new client.
Invoices 🎉  RetainersBudget and reserve blocks of time for service-based work with your clients by billing them with retainers.


CategoryChanges and UpdatesDetails
Navigation 🎉  My Team in Main NavigationMy Team can now be found near the bottom of the main navigation menu for easy access in managing your team members.
 InvoicesApply Taxes to All Line ItemsWhen your invoice has two or more line items, you can now check a box off to apply taxes to all line items on your invoice in one go.
 PaymentsImproved WePay OnboardingIt's now easier to accept online payments with an improved setup process for FreshBooks Payments.


CategoryChanges and UpdatesDetails
ExportClient Export CSVYou can now export a list of all your clients and their information out as a CSV file.
Reports General Ledger Modified ViewIf your General Ledger has over 5000+ lines, you'll view an option to download the report instead of viewing it. 
Invoices Quick Edit and Delete for InvoicesQuickly edit an invoice by selecting the pencil icon, or delete an invoice by selecting the trash can icon when on the Invoice list view.
Payments Add Partial Payments in BulkYou can now add multiple partial payments in bulk by checking off several invoices and selecting the Actions button to add a payment.
Payments 🎉  Bank Transfers (ACH) Payments for FreshBooks Payments (WePay)Use FreshBooks Payments to start accepting bank transfers (ACH) from your clients with USD payments. 
Time Tracking  Edit Team Members' Time Entries  Edit your admins', managers', and employees' time entries along with yours in the Review tab of the Time Tracking section.


CategoryChanges and UpdatesDetails
🎉  Item Sales Report
The Item Sales report shows you how many of each item you've sold as well as how much you've made on each item. 
Select Multiple Clients on Reports
You're now able to select multiple clients on the Item Sales, Invoice Details, Payments Collected and Revenue by Client reports. 
Add Taxes to Expenses in Bulk
Check off multiple expenses and use the Actions button to add or change the tax to them in one go.
Select Multiple Invoice Statuses on Reports
You can now select multiple invoice statuses on the Item Sales and Invoice Details reports.
🎉  Client Account Statement
Share with your clients their outstanding balances and history by sending them a Client Account Statement from within their profile.
Select Multiple Payment Methods on the Payments Collected Report
When using the Payments Collected report, you can now choose multiple payment methods to filter by. 
Select Multiple Items on Item Sales Report
Select one or multiple items on the Item Sales report to filter by.


CategoryChanges and UpdatesDetails
🎉  Import Items from CSV
You can now add new items in bulk by importing them in with a CSV file.
Expenses Change Clients on Expenses in Bulk You can now select multiple expenses and use the Actions button to change the client in bulk.
Invoices and Expenses Improved Invoice and Expense Search Improvements have been made to the searching experience for both invoice and expense lists. 
Time Tracking 🎉  Time Tracking  Tracking time is now easier with a redesigned experience for logging and tracking time.
🎉  Revenue by Client Report
Use the Revenue by Client report to view a breakdown of revenue for each client you've invoiced. 
Advanced Payments on iOS 
Advanced Payments is now available on the FreshBooks Mobile App for iOS. 
Expenses  Back-calculate Expense Taxes Select up to two taxes, and it will automatically calculate the tax totals for you based off the grand total of your expense. 
Expenses Category and Vendor Added to Expense CSV Import The CSV import for expenses now includes fields for the category and vendor for each expense you'd like to create.
Reports  Favourite Reports Select the star next to any report in the Reports section to favourite it for quicker access. 
Accounting Reset Opening Balance for Bank ReconciliationIf the Opening Balance was entered in incorrectly, you can now reset it and start reconciling correctly.