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Account Settings

How do I change my Administrator 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…

Settings -> Colors and Logos

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

Settings -> Emails

This is the page where you can customize all of the emails that get sent by FreshBooks automatically. The types of emails that FreshBooks sends out are all li…

Settings -> Company Profile

Company Name - This is the name that is displayed on Invoices and in emails to your Clients. Base Currency - This is the main currency that you will be Invo…

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 upgrade, downgrade, or cancel my account?

Before you try upgrading, downgrading or canceling your account, ensure that you are logged in as the Administrator of the account. New FreshBooks Users If you …

Settings -> Template

This is where you can change the appearance of your Invoices/Estimates. We have 2 templates to chose from, and choosing one of them will affect Invoices & Esti…

Settings -> Taxes

Will you be charging your clients sales tax? Will you be needing to return the taxes collected to the government? We’ve got you covered! Enter the na…

Settings -> Misc

“Misc” (Miscellaneous) is a sub-tab within FreshBooks located under Settings. There are some super useful tweaks and features in this area, so read …

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…

Why can’t I access anything in my Account?

If you’ve logged in and your page looks different from how you remember, it’s likely that you accidentally logged in as a Client or used Staff crede…

How do I customize the emails sent by FreshBooks?

FreshBooks sends emails on your behalf, which are created with our default templates. You have the option of customizing these emails so that they are consiste…

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…

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…

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 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…

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…

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 remove FreshBooks branding?

You can remove the FreshBooks branding at the bottom of every email that gets sent out (which includes your referral link) if you have a paid account. Branding…

Why do I have an extra 3% fee on my subscription to Fr…

You may find that you’re being charged an additional 3% on your payments to us for your FreshBooks subscription. The reason for this is due to us being ba…

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 …

Settings -> Permissions

In the Permissions area, you can add or remove certain features and limit what your Staff & Clients have access to. To get to this area, head to Settings in the…

How do I cancel my FreshBooks subscription in iTunes?

To cancel your FreshBooks auto-renewing subscription in iTunes, follow these steps: From your iPhone/iPad From your desktop computer From your iPhone/iPad Ope…

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 email address 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…

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…

Why can’t I import my CSV?

CSV files requires specific formatting in order to import successfully. Below are some tips on how to fix common issues: Importing a list of Clients: Be sure t…

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 &…

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