Join Josh Zweig for an in-depth discussion in this video Importing customers from another accounting system, part of FreshBooks Essential Training.
- If you have an existing business,…you probably already have a contact list…of your customers or clients.…Instead of manually entering them…into the system one by one,…FreshBooks provides a few different import options…to save you some time.…In the Clients sub-tab under People…on the main menu bar, click on the Import Clients link…on the right hand side of the screen.…You'll now be taken to the Import and Export screen.…Note that you can also get to the Import and Export screen…by clicking on My Account from the menu bar…in the top right hand corner of the screen…and clicking on the Import and Export sub-tab.…
An easy way to import your clients is through a CSV file.…To use this option, click on the CSV link…next to Import Clients.…Before you go ahead an import your CSV file,…make sure that you formatted it so that FreshBooks…can easily recognize all the information fields…you want to import.…Click on See a Sample to take a look at…how your CSV file should be structured.…After you choose a CSV file on your computer,…
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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