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Freshbooks Tips And Tricks

Saving for Taxes with FreshBooks

by John Coates | January 17/2011 | accounting, cogs, profit-and-loss, tax
Saving for Taxes with FreshBooks

Do you ever get stuck at tax time with not enough cash? FreshBooks CEO and co-founder, Mike McDerment, who was a freelancer, had to take out a loan every tax season because he was short on cash when taxes were due. It was an annual bummer. If you want to avoid this predictable cash…


Tax time reports in FreshBooks

by John Coates | January 3/2011 | accounting, shoeboxed, tax
Tax time reports in FreshBooks

No need for this

Hooray! It’s New Year! Happy New Year! You know what’s right around the corner? Tax season! Paperwork is so exciting and it just takes minutes to run all your reports. Right?

This year, since you used FreshBooks so diligently, you’re going to be done in minutes, assuming all your records are…


Online payments: Merchant fee estimating

by John Coates | December 21/2010 | fees, online-payment, payment-gateway
Online payments: Merchant fee estimating

Is the missing piece worth it?

There are a lot of options when picking an online payment gateway to accept credit cards from your clients. And there are few factors to consider: features, support, or what it integrates with. However, the biggest factor is usually price. When pricing payment gateways, there is some guesswork, but…


Part 4: Making FreshBooks work with an Accounting package (like QuickBooks)- Workflow #3 - Cash based entries

by John Coates | December 15/2010 | accounting, quickbooks, tax
Part 4: Making FreshBooks work with an Accounting package (like QuickBooks)- Workflow #3 - Cash based entries

An addition to the original series on FreshBooks and an accounting package.

If you’re using FreshBooks to manage your staff’s time sheets and your billing, but use an accounting package (QuickBooks) to run your more complicated back-end bookkeeping, and if you use the cash basis to record your transactions, here are some helpful hints…


CSV import tips and tricks

by Sarah Wilbore | October 14/2010 | csv, data-import, saas
CSV import tips and tricks

Transferring your data into a new application is painful. You may have to enter it all into your new account manually. On the bright side, a lot of applications let you import information from other, disparate, applications. These export/import files come in many shapes and sizes and can be specific to your legacy application. However,…


Making FreshBooks and an Accounting Package (like QuickBooks) Work Together Part 3: Workflow #2 – Entering in Each Transaction

by John Coates | July 7/2010 | accounting, reports, tax, workflow
 Making FreshBooks and an Accounting Package (like QuickBooks) Work Together Part 3: Workflow #2 – Entering in Each Transaction

3rd part of a three part series on using FreshBooks with a double ledger accounting program. Check out Part 1: Overview and Rules and Part 2: Workflow #1 - Using General Account Entries.

 

This is the second workflow of two. This workflow is good if you want detailed reporting in your accounting…


Accepting Online Payments Part One: Why You Want to Accept Online Payments

by John Coates | April 27/2010 | cashflow, get-paid, online-payments-2, payment-gateways
Accepting Online Payments Part One: Why You Want to Accept Online Payments

At FreshBooks, we get a lot of people asking about using online payments for their business and wondering if it is worth the setup hassle and fees.

We thought it would be great to share some thoughts on online payment, collected from our experiences over the past few years, in a three-part series titled,


The best invoice terms to get you paid faster

The best invoice terms to get you paid faster

We compared different invoice terms to see what impact they had on likelihood and time to get paid.

Recently, we looked at our data to see if we could extract some insights that might really help FreshBooks customers get paid faster. Our question: how does the wording of the “terms” section of an invoice impact…


Run FreshBooks like a desktop app with Prism

by Rich Lafferty | April 8/2008 | mozilla, prism, time-tracking
Run FreshBooks like a desktop app with Prism

One thing I hear occasionally from our users, especially Web professionals, is that running a bunch of browser-based apps at once can be a particular pain when the browser decides to misbehave. OS X users have our time-tracking widget to take care of one task, but that leaves out some popular operating systems — and…


Mac envy: How to use an Apple keyboard with Windows

by Ben Vinegar | April 3/2008 | apple, hack, keyboard, mac, windows
Mac envy: How to use an Apple keyboard with Windows Photo of a Mac keyboard on a PCWith Macs now controlling 14% of the US market share (up from 9% in 2006), it’s clear that the world is quickly going Mac. This is especially evident here at FreshBooks. When I joined last year, we were a strictly PC/Windows shop. Since then, we’ve added 6 iMacs to the grid — and more are…