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...

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 ...

How do I log in?

You can log into your FreshBooks account with your FreshBooks login credentials: Sign in with Fr...

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...

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