FreshBooks Walkthrough for Beginners

Introduction

• Overview of FreshBooks as an accounting and bookkeeping software.
• Key features include invoicing, payments, reporting, and more.
• Sign up for free at freshbooks.com.

Getting Started

• Create an Account:
  • Sign up with email, Apple ID, or Google account.
• Dashboard Overview:
  • Displays overview of invoices, profits, clients, expenses, payments, and reports.

Adding Clients

• Navigate to the Client section to add new clients.
• Client Information Required:
  • First name, last name, company name, email address, phone number.
  • Optional: Business phone, mobile phone, address, reminders, late fees, currency, language, invoice attachments.
• Clients can be managed easily with settings for reminders and currency.

Creating Invoices

• Go to Invoices and select New Invoice.
• Invoice Creation Steps:
  • Upload a logo.
  • Select the client (using the client list).
  • Set issue date and due date.
  • Add items with descriptions, rates, and quantities.
  • Set reminders and payment options (Stripe, credit cards, Apple Pay, etc.).
  • Option to make recurring invoices and attach files.
• Save and Send Invoice:
  • Invoice can be saved and sent directly to the client.

Managing Payments

• Track all payments received through the Payments section.
• Add Invoice Payments:
  • Select invoice and add payment details.

Tracking Expenses

• Use the Expenses section to track business expenses.
• Creating a New Expense:
  • Select a category (e.g., shipping, employee benefits).
  • Add merchant, description, and receipt images.
  • Assign expenses to clients and set currencies.

Estimates and Proposals

• Create estimates for services and proposals in the Estimates section.
• Creating an Estimate:
  • Select client and add items/services with costs.
  • Save the estimate for future reference.

Time Tracking

• Important for billing in businesses with billable hours.
• Adding Time Entries:
  • Add project details and service.
  • Track hours worked by freelancers or team members.

Project Management

• Manage multiple projects and clients effectively.
• Creating Projects:
  • Divide clients into different projects for better collaboration.

Inviting Team Members

• Invite team members to collaborate on FreshBooks.
• Invitation Process:
  • Enter team member's name and email to send an invitation.

Conclusion

• FreshBooks is user-friendly and offers a variety of features for managing accounting tasks.
• Encourage viewers to like, comment, and subscribe.