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Account Settings
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?
Before you try upgrading, downgrading or canceling your account, ensure that you are logged in as th...
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...