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
- Make Your First Invoice
- Accept Credit Cards
- Track Time
- 30 Day Trial & Pricing
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.
Ready to log some hours you’ve worked? You can track your time right away with the steps here.
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:
- Go to My Account
- 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.