Business owners can use search to quickly find specific information or open specific areas of the app, as well as filter lists with advanced search to help narrow down results even further. When using search to filter lists, business owners also have the option to sort most lists by selecting a specific column header to sort in ascending or descending order.
You can search for most things in FreshBooks, including sections of FreshBooks that you’d like to navigate to quickly with the below steps:
In your FreshBooks account, select the magnifyingglass icon in the top right corner, or select CMD + K for Macs / CTRL + K for Windows
Enter a specific symbol, phrase and/or keyword
Then select Enter on your keyboard, or select the highlighted result, this will open the specific section or content you’ve selected.
Available to Search
The below are available for searching:
Symbols
/ for sections
# for invoices by client or invoice number
@ for client names
$ for estimates by client or estimate number
% for expenses by client
^ for project names
Sections and Keywords
Account
Dashboard section
Clients section
Client names
Estimates section
Estimate and Proposal numbers
Invoices section
Invoice numbers
Payments section
Expenses section
Expense merchant names
Expense categories
Projects section
Project names
Time Tracking section
Accounting section
Reports section
Accounts Aging report
Accounts Payable Aging report
Balance Sheet report
Bank Reconciliation Summary report
Credit Balance report
Expense report
General Ledger report
Invoice Details report
Item Sales report
Payments Collected report
Profit and Loss report
Profitability Details report
Profitability Summary report
Retainer Summary report
Revenue by Client report
Sales Tax Summary report
Team Utilization report
Time Entry Details report
Trial Balance report
Settings
Account Profile section
Add-Ons section
Apps section
Billing and Upgrade section
Bank Connections section
Items and Services section
Search in Sections
If you need to search within a specific list, you can use the below information. Some sections of your FreshBooks account will also include an advanced search with additional filters for further refinement of your results.
Clients
Search By:
Address (street, city, province/state, country, postal/zip code)
Currency
Email
Internal notes
Company name
Phone number
Primary contact’s name (first and last)
Secondary contact’s name (first and last)
Or select the Advanced Search button next to the search bar to view extra options to filter your search with:
Company Name - Search by a specific company name
Contact Name - Search by a specific contact name (primary or secondary contact)
Email - Search by a specific email
Keyword Search - Enter the keyword or number you want to search
All Fields - Choose where to search for the keyword or number - in All Fields, Phone Number, Address, Internal Note, Total Outstanding, Credit Number, or Credit Amount
Reset all - Use this if you need to reset the advanced search back to the default blank fields
Sort By: Credit, Company (or by First and Last Name if no Company Name is listed), Primary Contact, or by Total Outstanding.
Sent Emails
Search By:
Date sent
Email body
Email type
Email subject
Company name
Recipient (first and last name)
Sender (first and last name of owner or team member)
Or select the Advanced Search button next to the search bar to view extra options to filter your search with:
Sender - Choose between All Team Members, or add as many specific team members as needed
Recipient - Choose specific recipients to search by
Date Range - Choose from Last 90 Days, Last 7 Days, Last 30 Days, Last 60 Days, or Custom
Email Type - Choose between All Emails or only specific emails - Checkout Link Payment, Client Invite, Credit, Declined Checkout Link Payment, Declined Invoice Payment, Direct Debit, Estimate, Estimate Comment, Invoice, Invoice Comment, Late Payment, Online Payment, Proposal, Proposal Comment, Recurring Invoice, Recurring Online Payment, Refund, Report, or Retainer Invoice
Email Subject - Enter the keywords you want to search in email subjects only
Email Body - Enter the keywords you want to search in the email body only
Reset all - Use this if you need to reset the advanced Search back to the default blank fields
Invoices
Search By:
Amount
Address (street, city, province/state, country, postal/zip code)
Currency
Date
Description
Invoice number
Notes
Company name
Primary contact’s name (first and last)
Reference number
Terms
Year
Or select the Advanced Search button next to the search bar to view extra options to filter your search with:
Clients - Choose between All Clients, or add as many specific clients as needed
Invoice Status - Choose from All, Outstanding, Overdue, Paid, Auto-Paid, Partially Paid, Sent, Viewed and Draft, or a mix of any
Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year, or Custom, as well as choose whether to filter by the Issued Date or Due Date on the invoices
Keyword Search - Enter the keywords or number you want to search
All Fields - Choose where to search for the keyword or number, from All Fields to Item Description, Item Name, Invoice Number, Invoice Amount, Reference Number, or Notes
Currency - Choose All Currencies or a specific currency to filter by
Reset all - Use this if you need to reset the advanced Search back to the default blank fields
Sort By: Amount, Client (not sortable if using advanced search), Description (not sortable if using advanced search), Due Date, Invoice Number, Issued Date, or by Status.
Recurring Templates
Search By:
Amount
Address (street, city, province/state, country, postal/zip code)
Currency
Description
Frequency (every month, week, year)
Notes
Company name
Terms
Sort By: Amount, Client, Duration, Frequency, Last Issued, or by Status.
Received (To Me)
Search By:
Amount
Address (street, city, province/state, country, postal/zip code)
Currency
Date
Description
Invoice number
Notes
Company name
Primary contact’s name (first and last)
Reference number
Terms
Year
Or select the Advanced Search button next to the search bar to view extra options to filter your search with:
Sender - Enter the Sender's first name, last name, or email
Invoice Status - Choose from All, Disputed, Outstanding, Overdue, Paid, Auto-Paid, Partially Paid, Sent, and Viewed, or a mix of any
Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year, or Custom, as well as choose whether to filter by the Issued Date or Due Date on the invoices
Keyword Search - Enter the keywords or number you want to search
All Fields - Choose where to search for the keyword or number, from All Fields to Item Description, Item Name, Invoice Number, Invoice Amount, Reference Number, or Notes
Currency - Choose All Currencies or a specific currency to filter by
Reset all - Use this if you need to reset the advanced Search back to the default blank fields
Sort By: Amount, Due Date, Invoice Number, Issued Date, or by Status.
Retainers
Search By:
Address (street, city, province/state, country, postal/zip code)
Fee
Notes
Company name
Primary contact’s name (first and last)
Terms
Payments
Under Invoice Payments, select the Advanced Search button next to the search bar to view extra options to filter your search with:
Clients - Choose between All Clients, or add as many specific clients as needed
Payment Type - Choose between All Payment Types or add as many specific types as needed
Currency - Choose All Currencies or a specific currency to filter by
Keyword Search - Enter the keywords or number you want to search
All Fields - Choose where to search for the keyword or number, from All Fields to Amount, Internal Notes, Invoice Number, or Credit Amount
Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year, or Custom
Reset all - Use this if you need to reset the advanced Search back to the default blank fields
Sort By: Amount, Payment Date, or Type.
Expenses
Search By:
Amount
Category (including subcategory)
Client (first and last name, company name, email)
Currency
Description
Merchant
Source (bank account)
Status (billed, unbilled)
Tax amount
Tax name
Or select the Advanced Search button to view extra options to filter your search with:
Category - Choose between All Categories, Uncategorized, or add as many specific categories/subcategories as needed
Merchant - Select All Merchants, No Merchant, or a specific merchant as needed
Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year, or Custom
Status - Choose between All Statuses, Billable, or Non-Billable
Keyword Search - Enter the keywords or number you want to search
All Fields - Choose where to search for the keyword or number - in All Fields, Expense Amount, or Description
Bank Account - Choose from All Bank Accounts, or the specific account you’d like to search in
Currency - Choose All Currencies or a specific currency to filter by
Reset all - Use this if you need to reset the advanced Search back to the default blank fields
Sort By: Amount, Category (not sortable if using advanced search), Client (not sortable if using advanced search), Date, Status, or by Merchant (not sortable if using advanced search).
Bills
Search By:
Amount
Category (including subcategory)
Description
Vendor (first and last name, company, email)
Status (overdue, paid, unpaid)
Sort By: Amount, Bill No., Category, Description, Due Date, Issue Date, Status, Tax, or by Vendor.
Recurring Expenses
Search By:
Amount
Category (including subcategory)
Client (first and last name, company name, email)
Description
Merchant
Status (active, inactive)
Sort By: Amount, Category, Client, Duration, Frequency, Merchant, or by Status.
Vendors
Search By:
Account number
Address (street, city, province/state, country, postal/zip code)
Vendor (first and last name, company, email)
Total outstanding
Sort By: Account Number, Email Address, First and Last Name, Total Outstanding, or by Vendor
Estimates and Proposals
Search By:
Amount
Address (street, city, province/state, country, postal/zip code)
Client (first and last name, company name, email)
Currency
Description
Estimate/proposal number
Notes
Company name
Reference number
Terms
Or select the Advanced Search button next to the search bar to view extra options to filter your search with:
Clients - Choose between All Clients, or add as many specific clients as needed
Status - Choose from All, Accepted, Draft, Viewed, or a mix of any
Currency - Choose All Currencies or a specific currency to filter by
Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year, or Custom
Estimate Amount - Choose a Minimum and Maximum amount to search a range of estimates/proposals with
Keyword Search - Enter the keywords or number you want to search
All Fields - Choose where to search for the keyword or number, from All Fields to Amount, Item Description, Item Name, Notes, Estimate/Proposal Number, or Reference Number
Reset all - Use this if you need to reset the advanced Search back to the default blank fields
Sort By: Amount, Client, Date, Description, Estimate Number, or by Status.
Time Tracking
Search By:
Client (first and last name, company name)
Project
Notes
Team member
Service
Status (billed, unbilled)
Sort By: Date, Note, Project, Service, Status, or by Time.
Projects
Search By:
Client (first and last name, company name)
Project
Team member
Sort By: Client, End Date, Last Invoice, Project Name, Unbilled Amount or by Unbilled Hours.
Accounting
Bank Reconciliation
Search By:
Amount
Date
Description
Entry type (for FreshBooks entries only)
Settings - Items and Services
Search By:
Description
Name
Rate
Sort By: Always Add to Projects (only for services),Billable (only for services), Current Stock (only for items), Description, Name, Income Account or by Rate.
Client Accounts
Invoices in Client Accounts
Search By:
Amount
Currency
Date
Description
Invoice number
Notes
Reference number
Sender's name
Terms
Year
Or select the Advanced Search button next to the search bar to view extra options to filter your search with:
Sender - Enter the first name, last name, or email of the sender
Invoice Status - Choose from All, Outstanding, Overdue, Paid, Auto-Paid, Partially Paid, Sent, Viewed and Draft, or a mix of any
Date Range - Choose between All Time, This Year, Last 7 / 30 / 60 / 90 Days, Last Year, or Custom, as well as choose whether to filter by the Issued Date or Due Date on the invoices
Keyword Search - Enter the keywords or number you want to search
All Fields - Choose where to search for the keyword or number, from All Fields to Item Description, Item Name, Invoice Number, Invoice Amount, Reference Number, or Notes
Currency - Choose All Currencies or a specific currency to filter by
Reset all - Use this if you need to reset the advanced Search back to the default blank fields
Sort By: Amount, Due Date, Invoice Number, Issued Date, or by Status.