Need a hand?

Find what you need on the FreshBooks Support page.
 From Client tips to Invoice tricks and everything in between.

Rather speak to a human? Give our award-winning Support team a shout:

help@freshbooks.com
1.866.303.6061

Support Team
< Reports

Accountant Center for the FreshBooks User

So what does this feature do?

Accountant Center gives your accountant their own separate and secure access to your FreshBooks Reports and Journal Entries, making collaboration easier.

Developed based on feedback and requests that you have provided, Accountant Center brings an easier way for you to share your business information, communicate more effectively throughout the year, and make tax time easier. Now you can spend less time making sure your accountant has the information they need, and more time doing what you love.

This FAQ will guide you through how to invite your accountant to connect through FreshBooks and provide answers to common questions.

How to invite your accountant

  1. Log into your FreshBooks account and click on the “People” tab. Then the “Accountant” sub-tab just below that.
  2. Within the Accountant tab, click the “Invite Your Accountant” button (in the pop-up).
  3. Enter your accountant’s email, add a personalized message and send the 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.

How to invite your accountant

How to accept an invitation from your accountant

Your accountant can also send you an invitation to connect if they have already created their own Accountant Center.

  1. Your accountant will send an invitation to your email address with the subject “[Your Accountant’s Name] has invited you to use FreshBooks”
  2. Click “Accept Invitation” in the body of this email

How to accept an invitation from your accountant

If you already have a FreshBooks account: If FreshBooks detects that you have previously signed in to a FreshBooks account you will be directed to your login page. Enter your username and password as you normally would. Upon signing in you will automatically be connected with your accountant.

If you already have a FreshBooks account

If you have multiple FreshBooks accounts: Enter the email used to sign up for FreshBooks, and click “Find My Account”. All accounts associated with that email will be listed below. Click “Login” for the desired account and login as you normally would. Upon signing in you will automatically be connected with your accountant.

If you have multiple FreshBooks accounts

If you are new to FreshBooks: If FreshBooks does not detect an existing account you will be prompted to create one. You can also choose to log in to your existing account to the right of the green “Accept Invitation” button.

If you are new to FreshBooks

Once connected to your accountant

When your accountant is successfully connected, you will see their name and contact information in the “Accountant” sub-tab (located under the “People” tab). If you ever need to remove your accountant, you can do so on this page by clicking on the grey “Remove Accountant” button.

How to remove an accountant

What your accountant can see

Reports

Your accountant will be able to have have a bird’s eye view of all your account activity, with direct access to all of your Reports. They can filter them, set date ranges, print the results, or download them to Excel. These are the same reports that are available to you through the “Reports” tab in your FreshBooks account.

Reports

Journal Entries

In addition to Reports, your accountant can also have access to all of your Journal Entries. These are the financial logs that document every transaction that occurs in your account (such as creating invoices and entering or deleting payments). These entries can be opened in Excel, and can also be imported into QuickBooks so your accountant can spend less time entering data and more time managing your finances and providing feedback.

Export Journal entries

Frequently Asked Questions

Can I have more than one accountant attached to my FreshBooks account?

Currently you can only have one accountant at a time attached to your account; however, you can change your accountant by removing your current one and adding another.

How do I know my accountant is connected?

The quickest way to tell that your accountant is connected is to head over to the People tab in your account and then to the Accountant sub tab. From here, if you see a grey “Remove Accountant” button along with your accountants contact information they are connected. If you see a grey “Cancel Invitation” button your accountant has not yet accepted the invite.

I sent my invitation but my accountant has still not connected, how do I resend?

  1. Go to the People tab in your FreshBooks account and click on the Accountant sub-tab.
  2. Click on the grey “Cancel Invitation” button here.
  3. Then choose the green “Invite Your Accountant” button and enter their email address and click send.

How do I remove my accountant?

  1. Go to the People tab in your FreshBooks account and click on the Accountant sub-tab.
  2. Click on the grey “Remove Accountant” button here.
  3. Your accountant will receive an email that they have been disconnected and can no longer access reports.