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< Getting Started

Account Setup: Video Walkthrough

Here’s a quick video that walks you through the basic steps of getting your FreshBooks account set up!

Topics covered:

  • Accessing your Account
  • Updating Login Credentials
  • Adding your Logo
  • Adding Company Info
  • Accepting Credit Cards
  • Adding Taxes
  • Invoicing Templates
  • Setting Account Permissions
  • Adjusting Default Client Emails
  • Seeing your Billing Info & Account Details
  • Importing Previous Data
  • Exporting Account Data
  • Using FreshBooks API