Need a hand?

Find what you need on the FreshBooks Support page. From Client tips to Invoice tricks and everything in between.

Rather speak to a human? Give our award-winning Support team a shout:

support@freshbooks.com
1.866.303.6061

Support Team
< Account Settings

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 accounting painless and easy.

Here’s a quick guide to help you get up and running in FreshBooks quickly. Feel free to jump to the relevant section, or scroll through:



Watch a Quick Start Video

If you’d like to learn more about how to get set up in FreshBooks, you can check out our 30-minute webinar video here or watch it below:


Make Your First Invoice

If you’re ready to bill your Clients, you can start making your Invoice with plenty of options to create and customize. You can get started here.

You can also watch a short video on how to create and send Invoices, as well as available Invoice Settings and adding payments to your Invoices:


Accept Credit Cards

You can get paid faster by accepting online payments with credit cards. In FreshBooks, you have several options to choose from - FreshBooks Payments for example. Click to see a comparison chart of our payment gateways here.


Track Time

Ready to log some hours you’ve worked? You can track your time right away with the steps here.

View of the Timesheet sub-tab where you track time.

30 Day Trial & Pricing

What happens after your trial ends? After your 30 days is up, you can pick one of the plans available in your account. We have no contracts, a 30 day money-back guarantee and you can cancel at any time (though we hope you won’t have to!). We’d be happy to help you export your data if you decide not to continue with FreshBooks.

To upgrade (or preview our pricing packages), do the following:

  1. Go to My Account
  2. Click on the Upgrade button

From here, you’ll be presented with our plans - just choose the one which suits your business, plug in your address and credit card information, and you’re all set.¬†