How to Work with Your Accountant and FreshBooks

April 7, 2015


Many small business owners are  comfortable filing their taxes themselves, but equally as many entrust an accountant with that task. Whether you opt to use an accountant because your tax situation is complicated, you don’t have the time to file yourself, or you’d just rather not worry about it, rest assured that working with your accountant and FreshBooks is a cinch with the Accountant Center.

How does FreshBooks help me work with my accountant?

FreshBooks’ Accountant Center feature gives your accountant read-only access to your reports. This means you don’t have to worry about pulling the reports they need to file your taxes since they’ll have access to that information themselves. Your accountant will not be able to change any of your data, so there’s no need to worry about any of your records being altered.

Another time-saver for both you and your accountant is that your accountant is able to download a copy of your Journal Entries. Journal Entries are the building blocks of your financial data, so giving your accountant the ability  to download these into their accounting program of choice allows them  to quickly retrieve your info without any unnecessary data entry.

Sounds great, how do I give my accountant access?

1.     Log into your FreshBooks account and click on the “People” tab followed by the “Accountant” sub-tab just below.

2.      Click the “Invite Your Accountant” button (in the pop-up).

3.     Enter your accountant’s email  and add a personalized message before clicking Send for your invitation.

4.     Once your accountant has accepted your invitation, their contact information will appear in your Accountant sub-tab, and they will be able to view or download your Reports and Journal Entries whenever they need to.

If you’re looking for an accountant, FreshBooks has you covered. The FreshMap lists accountants in your area, who are familiar with FreshBooks, to help make your search for a financial advisor that much easier.


about the author

FreshBooks is the #1 accounting software in the cloud designed to make billing painless for small businesses and their teams. Today, over 10 million small businesses use FreshBooks to effortlessly send professional looking invoices, organize expenses and track their billable time.