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Account Settings

How do I customize my Emails?

Whenever you send an Invoice or Estimate by email for example, FreshBooks sends it for you on your behalf, which are composed with our default templates. You ha…

How do I upgrade, downgrade, or cancel my account?

Before you try upgrading, downgrading or canceling your account, ensure that you are logged in as the admin of the account on a web browser. New Users If you ar…

How do I log into FreshBooks?

Logging into your FreshBooks account is really straightforward. Below are two ways to log into your account: Via FreshBooks Head to freshbooks.com Click Login …

How do I customize my Colors and Logos?

This is where you can customize the overall appearance of your FreshBooks account with a menu color, as well as upload a logo for your Invoices and Estimates. Y…

How do I manage my Taxes?

As a business, you may or may not need to charge taxes (like HST, GST, VAT, ABN or more) on your products and services to report back to the government. If you …

How do I manage my Company Profile?

Your Company Profile contains important details about your business that is displayed on all your Invoices, Estimates. This is also where you can change your ti…

What is active/archived/deleted?

In FreshBooks you will find that your lists are divided into three sections: active, archived and deleted. These have different functions in FreshBooks accordin…

How do I get started in FreshBooks?

Welcome to FreshBooks! If you’re currently running a business or just getting started while pursuing your passion, we’re here to help you make accou…

How do I customize my account?

FreshBooks allows you to customize several things in your account to bring it in line with your company’s branding and personality. You can also set up pe…

How do I keep track of my activity in FreshBooks?

FreshBooks makes it easy to stay updated with your account with these options below: Recent Activity Just go to the Home tab in your FreshBooks account and you&…

Can I connect FreshBooks to my Xero account?

While FreshBooks doesn’t directly connect to Xero, you are able to use a third party connector tool called OneSaas to establish a connection. You can read…

How do I manage my Misc settings?

The Misc sub-tab allows you to make some useful tweaks to enhance your FreshBooks account and certain features like date format, branding, Recurring Invoices an…

How do I manage Permissions?

Permissions allow you adjust how much access your team members get to your account, as well as what your Clients can see. You can go to the Permissions area wit…

How do I update my credit card?

You can easily update your credit card information by following these steps: Log in to your FreshBooks account Click on My Account (top corner) Click on the Up…

How do I manage my Template?

Invoices and Estimates allow you to bill for products and/or services to your clients, but they are also a reflection of your business. FreshBooks has some grea…

How do I change my email and email signature?

If you’d like to change your email addresses, there are two places where your email is saved, and can be updated: Your Company Profile and your Email Sign…

What are Addons/Integrations and how can I use them?

While FreshBooks helps with some of your business needs like Invoicing, Expenses and Time Tracking, perhaps you need something else… something that would help…

How do I export data out of FreshBooks?

Click on any of the below for specific steps: Clients & Staff Invoices Items & Expense Receipt Images Reports Clients & Staff Go to My Account (top corner) C…

Why can’t I access anything in my Account?

If you’ve logged in and your page looks different, your buttons are missing and you find your data is gone, it’s likely that you accidentally logged…

How do I customize the emails sent by FreshBooks?

Whenever you send an Invoice or Estimate by email, FreshBooks sends it for you on your behalf, which are composed with our default templates. You have the opti…

What do I do if I miss a payment to FreshBooks?

It happens to the best of us, we get a new credit card, update every possible account we can think of, and still manage to forget someone. If you received the &…

Do I have to pay Sales Tax for my FreshBooks account?

FreshBooks is required to charge sales tax on your FreshBooks subscription in certain geographic locations. This is applicable to Canadian and US residents in t…

How do I manage my FreshBooks account in Apple Subscri…

When upgrading your FreshBooks account, you have the option to upgrade through us directly, or through Apple’s Subscriptions (via any iOS device). While y…

How do I find my API/authentication token?

FreshBooks connects to a wide variety of tools and services called Add-ons. Instead of having to share your FreshBooks password with these Add-ons, your API/aut…

What does a past due or suspended account mean?

Your account is flagged as past-due when a credit card payment for your account has been declined. This can happen for a variety of reasons such as your credit …

How do I change my admin username/password?

Changing your username and/or password is easy, just follow these steps: Log into your account Click on My Account at the top right of the page Click on the Ad…

How can I change the date format in FreshBooks?

Go by a different date format than the default in FreshBooks? No problem! Here’s how to change your date format: Go to Settings Click on the Misc sub-tab…

How do I change my Subdomain/account name?

Your subdomain is the link you use to access your FreshBooks account (like example.freshbooks.com). You can change this subdomain a certain number of times. If…
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