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FreshBooks tips & tricks

How to work with an accountant

by John Coates  |  March 4/2011  |  , , ,
How to work with an accountant

Certified Public Accountants (CPAs or CAs) can be beneficial to your company in many ways you may not have considered. Your accountant will serve as your primary source of financial guidance for your business, offering assistance in a variety of areas that your business may or may not need. Before you begin to work with …



Why FreshBooks, as a SaaS app, no longer issues discount codes

Why FreshBooks, as a SaaS app, no longer issues discount codes

Discounts and special offers are a hot topic for marketers, they can improve sales but might compromise a brand. We’ve done a number of discount offers over the past few years, but recently, we tested them to see if it was worth it for our business over time. Why have a Discount Offer with SaaS? …



Experts Angle: FreshBooks shares how to get paid faster

by Saul Colt  |  February 16/2011  |  , ,
Experts Angle: FreshBooks shares how to get paid faster

Two days in a row I have woken to amazing surprises. Yesterday I learned that Big Audio Dynamite have reunited and will be touring again and this morning the first thing I saw when I turned on my computer was FreshBooks very own John Coates (of the Leeds’ Coates) was interviewed by …



Saving for Taxes with FreshBooks

by John Coates  |  January 17/2011  |  , , ,
saving for estimated 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 …



Tax time reports in FreshBooks

by John Coates  |  January 3/2011  |  , ,
invoices

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 up to date. If …



Online payments: Merchant fee estimating

by John Coates  |  December 21/2010  |  , ,
Online payments: Merchant fee estimating

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 you can easily estimate …



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

by John Coates  |  December 15/2010  |  , ,
tax summary freshbooks quickbooks

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 …



New: Beanstream online payment gateway

New: Beanstream online payment gateway

Attention Canadians (and Americans)! FreshBooks now supports the fellow Canadian company and popular gateway, Beanstream. Using Beanstream takes the pain out of getting paid online so you will get paid faster and even automatically by using the magic of FreshBooks recurring billing. …



CSV import tips and tricks

by Sarah Wilbore  |  October 14/2010  |  , ,
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 …



Online payments: PayPal Standard communication hiccup

by John Coates  |  October 12/2010  | 
Online payments: PayPal Standard communication hiccup

Update (Mar. 16, 2011): The user interface in PayPal has changed for this so this post will be updated. If you’ve ever integrated PayPal Standard with another application, you might have noticed the occasional but rare communication hiccup. The most common hiccup for you, a FreshBooks user, might be that your FreshBooks account has stopped …




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