My Account & Dashboard

Dashboard

How do I use my Dashboard?

The dashboard in your account gives you a quick snapshot of your business' finances so you can se...

How do I track Other Income?

As a business owner, you may be receiving income through other means that don’t require an invoic...

Billing

How do I upgrade my account?

All new accounts start off on a free 30 day trial, and then you can upgrade it to one of our plan...

How do I update my Billing information?

If you have a new address, or a new credit card, you can update it inside your FreshBooks account...

How do I downgrade or cancel my account?

If you're currently on a paid subscription, you can always downgrade to a different plan anytime ...

How do I manage my FreshBooks account in Apple Subscriptions?

When upgrading your FreshBooks account, you have the option to upgrade through us directly, or th...

Do I have to pay Sales Tax for my FreshBooks account?

If you have a FreshBooks account, FreshBooks is required to charge sales tax on your subscription...

My Account

How do I get started in FreshBooks?

Welcome to FreshBooks! If you're currently running a business or just getting started while pursu...

How do I import data into my account?

When setting up a FreshBooks account, you can start afresh, or bring in existing data from any pr...

How do I log in?

Logging into your FreshBooks account is really straightforward with these steps:  Go to my.fresh...

How does archive or delete work?

In FreshBooks you will find that your lists are divided into three sections: active, archived and...

Can I track data for multiple businesses?

You are able to run more than one business from within your FreshBooks account. When set up, thes...

How do I manage my Company Profile?

The Company Profile contains important details about your business that is displayed on all your ...

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