Join Josh Zweig for an in-depth discussion in this video Who should use FreshBooks?, part of FreshBooks Essential Training.
- FreshBooks was purposely developed to be very easy to use accounting software for the non-accountant. While that means it may be super helpful to some businesses, it's certainly not for everybody. FreshBooks is really designed exclusively for client-service business owners; that's people who send invoices and get paid for their time and expertise. It's not for retail stores or restaurants or manufacturers. If you need to track inventory or have a point of sale system, or have complex reporting needs, FreshBooks probably won't be a great fit. On the other hand, if you're a freelancer or a small business, servicing customers and charging out time or fixed rates, FreshBooks will likely be a great solution.
If you've been sending out invoices and tracking your accounting manually in Word and Excel, FreshBooks will save you quite a bit of time. Now that we've determined that FreshBooks is a good fit, let's get signed up for an account.
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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