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Account Settings
What should I know when migrating to the new FreshBooks?
The new FreshBooks has been rebuilt from the ground up, with over 250 new features to help you run y...
Is FreshBooks down?
Occasionally FreshBooks availability may change over time due to unforeseen circumstances. Please go...
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,...
How do I manage my Company Profile?
Your Company Profile contains important details about your business that is displayed on all your In...
How do I get started in FreshBooks?
Welcome to FreshBooks! If you’re currently running a business or just getting started while pursuing...
How do I customize my Emails?
Whenever you send an Invoice or Estimate by email for example, FreshBooks sends it for you on your b...
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 pro...
How do I log into FreshBooks?
Logging into your FreshBooks account is really straightforward. Below are two ways to log into your...
What is active/archived/deleted?
In FreshBooks you will find that your lists are divided into three sections: active, archived and de...
How do I customize my account?
FreshBooks allows you to customize several things in your account to bring it in line with your comp...
How do I upgrade, downgrade, or cancel my account?
If you’re thinking of cancelling due to difficulties caused by the coronavirus (COVID-19) pandemic,...
Is FreshBooks PSD2 compliant?
PSD2 stands for Payments Services Directive 2, and is a new EU regulation on authenticating online p...
What is Making Tax Digital (MTD)?
FreshBooks is MTD compliant as of April 1, 2019 with our MTD Portal. Making Tax Digital is an HM Rev...
How do I export data out of FreshBooks?
Click on any of the below for specific steps: Clients & Staff Invoices Items & Expense Receipt Image...
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 sha...
How do I manage my Template?
Invoices and Estimates allow you to bill for products and/or services to your clients, but they are....
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 ca...
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...
How do I change my Subdomain/account name?
Your subdomain is the link you use to access your FreshBooks account (like example.freshbooks.com).....
How do I manage my FreshBooks account in Apple Subscriptions?
When upgrading your FreshBooks account, you have the option to upgrade through us directly, or throu...
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 o...
How do I update my credit card?
You can easily update your credit card information by following these steps: Log in to your FreshBoo...
Which web browsers can I use with FreshBooks?
FreshBooks makes it possible to access your account anywhere on the web. For the best possible exper...
How do I manage Permissions?
Permissions allow you adjust how much access your team members get to your account, as well as what....
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....
How do I update my admin email, username and password?
The email associated with your account allows FreshBooks to identify your account, and send you impo...
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...
How do I manage my Misc settings?
The Misc sub-tab allows you to make some useful tweaks to enhance your FreshBooks account and certai...
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,....
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....
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 i...
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. T...
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 loc...