Dashboard & Settings

Dashboard

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 use my Dashboard?

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

What are Notifications?

Notifications allow you to stay up to date with your FreshBooks account's activity. This can rang...

Billing

What is the pricing?

You can find the pricing for FreshBooks here, or inside your account. All FreshBooks account star...

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...

Settings

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 verify my FreshBooks account?

When you first sign up to create your FreshBooks account, you’ll be asked to verify your email be...

How do I log in?

You can log into your FreshBooks account with either your Google or FreshBooks credentials: Sign...

How do I add more Businesses to my account?

When you first sign up for FreshBooks, your first business becomes your primary business. You can...

What are the keyboard shortcuts?

Learn the available keyboard shortcuts so you can navigate through your FreshBooks account quickl...

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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Security & Compliances

What is Making Tax Digital (MTD)?

FreshBooks is MTD compliant as of April 1, 2019 with our MTD Portal. Making Tax Digital is an HM ...

Is FreshBooks PCI compliant?

Payment Card Industry (PCI) compliance refers to the technical and operational standards that bus...

Is FreshBooks PSD2 compliant?

PSD2 stands for Payments Services Directive 2, and is a new EU regulation on authenticating onlin...

Is Freshbooks GDPR compliant?

As of May 25, 2018, FreshBooks and its Data Protection Officer (DPO) has implemented processes to...

Which web browsers can I use with FreshBooks?

FreshBooks makes it possible to access your account anywhere on the web. For the best possible ex...