Join Josh Zweig for an in-depth discussion in this video Inviting collaborators and navigating tax reporting, part of FreshBooks Essential Training.
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- FreshBooks makes it easy to collaborate…with your accountant…and prepare for tax time at the end of the year.…Now that we've imported a bunch of invoices and expenses,…let's get to adding a collaborator…or inviting your accountant to FreshBooks.…To invite your accountant into your FreshBooks account,…click on People from the Main Menu bar…and then on the Accountant subtab.…If you have an accountant already,…click on the Invite Your Accountant button…in the middle of the screen.…If you don't have an accountant yet,…click on the Find one near you link just under the button.…FreshBooks will then take you to the FreshMap.…
By clicking on the Show Near Me button,…FreshBooks will search for accountants…that are in your area.…Feel free to navigate using the FreshMap…or look on the righthand side column…to click on any accountants that you'd like to call,…and just ring 'em up.…Once you have an accountant,…click on the Invite Your Accountant button…in the middle of the screen.…Let's begin by entering our accountant's email address.…
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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