Key Features

Reports & Taxes

Your business isn't just the work you do, it's how you keep track of it with your accountant and the government. At Fresh- Books, we've made it easy for you to import expenses, track how much you've invoiced, what you've paid in taxes and pull the reports you need, when you need them. Which makes for a scramble-free tax time, you'll find.

Accounts Aging

See what accounts are past due with your Accounts Aging Report - and then if need be, send a payment reminder.

Expense Reports

Need to export your expense report to Excel to see just how much, and what manner of tax you've paid - no problem. Couple of clicks, and you're (pardon the pun) in business.

Sales Tax

In your tax summary report, you'll see how it all balances out, which is always nice to know - especially if you get a call from the government.

Profit & Loss

Run your profit and loss, designate which categories belong to your cost of good sold and find out how it's all looking - while you're at your desk, on the go, or meditatively having a cuppa joe at your local coffee shop.

Export to CSV or Excel

Want to know how your business is doing? No problem. FreshBooks' reporting is streamlined, and, if you like, with just one click, you can export your reports to CSV or Excel spreadsheets. Lovely doing business with you.

Balance Sheet

You'll be ready for tax time (or those important discussions with your bank) with the Balance Sheet tool. Create a formatted balance sheet that captures a summary of your company's assets, liabilities and equity.

Item Sales

Run your item sales report, and quickly see which is your best performer. Naturally, we hope all of your items are flying off the shelves (real or virtual).