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Mobile

What is the FreshBooks Card Reader?

Note: The FreshBooks Card Reader is only available with FreshBooks Classic accounts using FreshBooks Payments. The Card Reader is currently not available for al…

How do I track time on the mobile app?

The mobile app makes it easy for you to track your time while you’re on the job. As a business, you can track time to document your business’ and te…

How do I refresh or sync on the mobile app?

While working on your mobile app, you may find that the latest information isn’t displaying, or that data isn’t being synced to your account online.…

How do I accept credit cards on the mobile app?

Accepting credit cards from your mobile app is easy, fast and secure. Receiving payments online by credit card can be done through any one of our payment gatewa…

How do I add, edit or delete a payment on the mobile a…

In FreshBooks, income is tracked when you mark an Invoice as paid. This is done by entering in a Client’s payment manually (if you have the payment on han…

How do I create Invoices on the mobile app?

Invoices allow you to bill a Client for your products and/or services, and help you keep track of your income in FreshBooks. You can also view the history of …

How do I create Projects on the mobile app?

You can track time easily on the mobile app for your Clients. Before tracking time, you’ll need to create a Project first. Projects are assigned to indivi…

How do I log in and out of the mobile app?

FreshBooks’ mobile apps can be used a companion app so you can stay connected to your account while on the go or out in the field. The FreshBooks mobile a…

How do I create Expenses on the mobile app?

Logging Expenses using the mobile app makes it quick and easy to keep track of your spending. You can even snap an image of your receipt and attach to the Expen…

How do I create Estimates on the mobile app?

Estimates allow you to create and send an approximate outline of your Items or Services to your Client for approval before beginning the work. Once the Estimate…

How do I manage Clients on the mobile app?

In FreshBooks, the people you send Invoices or Estimates to are Clients. You can add, manage and delete your Clients as your business grows. iOS Devices Androi…

What happens to my account if my phone is lost or stol…

Fingers crossed this doesn’t happen to you but if your phone is lost or stolen, follow these steps to ensure that your data stays secure: Contact our sup…

How do I view reports on the mobile app?

Do to the smaller screen size of mobile devices, Reports are only available through the web browser version of FreshBooks. Just head to your account on a comput…

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