Join Josh Zweig for an in-depth discussion in this video Creating and editing projects, part of FreshBooks Essential Training.
- In FreshBooks, time has to be assigned…to a specific task when in a project.…Now that we've created our list…of billable and nonbillable tasks,…we can begin to set up our projects.…We're now in the Projects screen,…and you can get here by clicking on the Time Tracking button…from the main menu bar.…Then, the Projects subtab.…On the Projects screen,…you'll see a list of all your projects,…including the Project Name, the Client it's for...…when you Last Invoiced them,…any time you haven't billed back out to them on an invoice,…the Total Hours spent on a project,…and the Estimated hours for the particular project.…
To start a new project,…click that big green New Project button…on the right-hand side of the screen.…Let's start by entering our project details.…First, add a name for your project, next to Project Name.…If you want to add in a more detailed description,…click on Add a Description,…and a Description text box will appear.…Here you can add a bit more info…for that particular project.…Next, choose which client the project is for…
Visit FreshBooks.com to sign up for a free 30-day trial and use your new account to follow along with Josh.
- Signing up for FreshBooks
- Accepting credit cards
- Adding customers and contractors to FreshBooks
- Logging time to projects and tasks
- Creating estimates and invoices
- Tracking receivables
- Tracking expenses
Skill Level Beginner
1. Getting Started with Freshbooks
2. Setting Up Shop
3. Adding People
4. Time Tracking
5. Estimates and Invoicing
6. Expense Tracking
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