Impress clients with professional Invoices that clearly show the work you’ve done and what it costs…then, just click send. Oh, and use automated payment reminders to nudge clients for payment.
FreshBooks lets you snap receipt photos, forward email receipts to your account, and import expenses from your bank account. Then organize and assign them to clients. Tracking every dollar keeps you ready for tax time.
You (and your team) work on lots of projects at once, and missing billable time can be costly. Time Tracking in FreshBooks makes it easy for teams to log time and automatically add it to invoices, so all time is accounted for.
With a business to run and projects to manage, it’s tough to keep everyone synced up and on schedule. Projects in FreshBooks make it easy for your clients, team, and contractors to collaborate, and share files and updates…all in one place.
With automated online payment options, FreshBooks lets your clients pay their preferred way. Try automated recurring payments for even faster billing. When it’s this easy to pay invoices, you get paid twice as fast.
FreshBooks tracks every dollar in and out of your business so you can run reports to easily see how your business is doing. And at tax time, do it yourself or just give your accountant access to quickly find what they need.
Simple or complex, your finances tell you how your business is doing. FreshBooks’ easy-to-use Double-Entry Accounting tools and reports show profitability, how healthy your cash flow is, and details your spending.
Stay connected to your clients and team, even on the go. Send invoices, track expenses, and check on projects all with the FreshBooks mobile app. Oh, and if you drive a lot for your business, check out Mileage Tracker.
Manage your time and your cash flow more effectively
Set up recurring billing profiles and schedule subscription payments for specific clients to take the guesswork out of billing
Accurately forecast your monthly workload and revenue by collecting fixed payments from clients in advance, then billing and tracking time against that amount
With fewer invoices to worry about, you can spend more time growing your business
Analyze the health of your business and make better decisions with real-time financial data and powerful insights
Balance sheets, profit and loss statements, cash flow statements, and more give a comprehensive view of your finances. Export or download them for your accountant
Filter records by client, team member, or date for a detailed look at your financial health
Intelligent reports that are easy to understand and easier to use
Automatic checks and balances ensure accuracy and compliance in your reporting
Industry-standard double-entry accounting tools help you set aside enough for taxes, understand the costs of running your business, and confidently forecast earnings
Use financial reports to make smarter business decisions and easily work with your accountant
Manage your time and your cash flow more effectively
Set up recurring billing profiles and schedule subscription payments for specific clients to take the guesswork out of billing
Accurately forecast your monthly workload and revenue by collecting fixed payments from clients in advance, then billing and tracking time against that amount
With fewer invoices to worry about, you can spend more time growing your business
Analyze the health of your business and make better decisions with real-time financial data and powerful insights
Balance sheets, profit and loss statements, cash flow statements, and more give a comprehensive view of your finances. Export or download them for your accountant
Filter records by client, team member, or date for a detailed look at your financial health
Intelligent reports that are easy to understand and easier to use
Automatic checks and balances ensure accuracy and compliance in your reporting
Industry-standard double-entry accounting tools help you set aside enough for taxes, understand the costs of running your business, and confidently forecast earnings
Use financial reports to make smarter business decisions and easily work with your accountant
Manage your time and your cash flow more effectively
Set up recurring billing profiles and schedule subscription payments for specific clients to take the guesswork out of billing
Accurately forecast your monthly workload and revenue by collecting fixed payments from clients in advance, then billing and tracking time against that amount
With fewer invoices to worry about, you can spend more time growing your business
Analyze the health of your business and make better decisions with real-time financial data and powerful insights
Balance sheets, profit and loss statements, cash flow statements, and more give a comprehensive view of your finances. Export or download them for your accountant
Filter records by client, team member, or date for a detailed look at your financial health
Intelligent reports that are easy to understand and easier to use
Automatic checks and balances ensure accuracy and compliance in your reporting
Industry-standard double-entry accounting tools help you set aside enough for taxes, understand the costs of running your business, and confidently forecast earnings
Use financial reports to make smarter business decisions and easily work with your accountant
HIGHLY RATED BY MILLIONS OF BUSINESSES WITH CONTRACTORS
Track Time, Expenses, and Project Profitability in One Place
Allow contractors to track time, log expenses, and update projects with unique roles and permissions. Plus, put your payroll on autopilot with the Gusto integration and automate every pay day.
“Easily collaborate with team members to complete projects in record time and accept (credit card + bank) payments online to receive payments faster.”
Matthew Jones, Marketing Specialist Pink Shark Marketing
Manage Your Bills and Bill Payments With Accounts Payable
Track exactly where you stand with every bill and vendor, so that you never miss another payment.
“It was incredibly easy to transition from my manual process to accounting software. Literally, as soon as I started using FreshBooks, I started making more money and getting paid faster. Accounting became a much more seamless and time-saving task.”
Gregory Cortez, Owner Cortez Media Group
Set Your Team up for Success With Custom Onboarding
Get a helping hand from the start with training for you and your team to ensure everyone can hit the ground running.
“It was incredibly easy to transition from my manual process to accounting “The implementation of FreshBooks was tailored to our needs and was very streamlined, which ensured easy standardization. The professionalism of the support team is always topnotch—an amazing, valuable partnership.”
Anna Luinenburg, Owner Wellnessnews Inc
Get Priority Support From Our Award-Winning Support Team
Award-winning support means talking to a real person for the help and information you need until you’re satisfied.
“We talked with someone at FreshBooks who actually helped us save money by moving to the next level of service with lower, set ACH fees. They were able to give us reassurances about the timing of our deposits, allowing us to get that cash in sooner.”
Erik Ibarra, Founder ORDRS
Get the Tools You Need to Empower Your Team
FreshBooks makes things like invoicing, client projects and other admin tasks easy to share with your team. And with payroll software integrations that puts payroll on autopilot, you’ll have more time to focus on building your business.
“Your integrations and partnership with Gusto for HR/payroll and Zapier for connections … it was like a match made in heaven.”
Zachary Martz, Owner Zmartz Marketing
Payroll, Fast and Easy Like It Should Be
Gusto is an easy-to-use payroll solution designed for small businesses. Gusto provides unlimited payrolls, automatic tax filings and payments, and direct deposit. Plus, it integrates seamlessly with FreshBooks.
Expert Bookkeeping Services and Tax Prep
Bench provides bookkeeping and tax filing services designed for small businesses. When combined with FreshBooks, you get a time-saving financial solution your business can count on.
An AppStore For All Of Your Accounting Needs
Easily integrate your FreshBooks account with other apps and partners to simplify everything from eCommerce to payroll.
Is FreshBooks the right accounting solution for Businesses with Contractors?
FreshBooks is built specifically with small business owners in mind. And this includes those that work with contractors (including construction professionals, marketing teams, human resources, etc).
You not only get accounting software that’s easy to use and really helps boost your cash flow, but you get customized onboarding. While FreshBooks is simple to use, we want to ensure the contractors you work with can hit the ground running, so you don’t skip a beat.
On top of that, you can assign specific user permissions to contractors to limit the amount of access they have to company information and financials. For contractors, they can use FreshBooks project management software as a task management tool by viewing and tracking time for any Projects they’re invited to.
Which FreshBooks plan is the best choice for small businesses with Contractors?
First off, you don’t need to worry about your business being interrupted when you transition to FreshBooks from your current accounting software. FreshBooks plans are as follows:
Plus PlanPremium Plan (lots of advanced features)
Select Plan (a customizable plan for growing businesses with contractors)
Most businesses with contractors speak to one of our plan specialists to customize a Select plan to specifically suit the needs of their business. Click here to talk to a Specialist.
All of your information stays in your account.
Want to know how much FreshBooks costs? We know every small business is different, which is why there are different pricing plans to choose from. You can review them here. Our advice? Take a moment and take stock of:
Where your small business is today?
Where you hope to grow your business in the next 6 months?
Your overall income and expenses
The features you need to help your business accomplish all its goals?
Do you need business health reporting tools?
Will you be outsourcing work to contractors and project managers?
Do you want in-depth financial reporting based off real-time data?
Does FreshBooks offer integrations with third-party applications for businesses with employees and contractors?
FreshBooks joins forces in a partnership with other companies to provide an “integrated” service. Once connected, integrations help you sync data and transfer information from one software to another (from Company X to FreshBooks and vice versa), thereby automating otherwise menial tasks and saving your team tons of time. Customer experiences are at the heart of integrations in an effort to automate as much as possible and provide business owners like you with the tools they need to run and scale their businesses alongside their customers.
FreshBooks integrates with over 100 other applications, so when visiting the FreshBooks AppStore you can easily find great apps to handle things like payroll and scheduling to help optimize your business even more.
If you’ve had a business for years you’ve likely solved bookkeeping problems to some extent, but if not or you’re just starting out here’s what you need to know. Keeping tight books year-round will save you more time and effort than not doing a good job of it and waiting until tax time.
There’s no question that best-in-class accounting software like FreshBooks is an essential part of running a business these days. Beyond that, if you have a more complex business with lots of moving parts and growth, you likely don’t have time to take care of your books. Here are a few articles that can help:
Can my contractors track their time & mileage with FreshBooks?
Absolutely! When you invite contractors to work with you on FreshBooks you’re able to assign them a unique user role within your team. This gives them a set of permissions that allows them to navigate the same as any other FreshBooks Business Owner. But they only see specific shared information from your account:
Time Tracking – Can also track time for any specific Projects they’re invited to
Projects – Can also see any Projects they’re invited to, only time entries logged by them are visible
It’s the easiest way to ensure your contractors feel like they’re on the same page as you (like a team of construction laborers working together on one large project). But it also allows you to monitor and manage their work and workload.
Does FreshBooks offer payroll for businesses with contractors?
FreshBooks has connections to third-party apps that seamlessly integrate with your account to run and automate payroll (our payroll partner for US based businesses is Gusto). This makes it easy to run payroll and manage forms like a 1099 – all while tracking the transactions directly in your FreshBooks account.
So instead of worrying about missing an employee or contractor’s hours when running payroll, our Gusto integration handles everything for you. Plus, it’s fast to set up, easy to use, and allows you to track the transactions as expenses, which are reflected in reports.
How do I work with my accountant on FreshBooks?
Invite up to 10 Accountants per business at no extra cost, on Plus and Premium plans. If your Accountant wants to learn more and familiarize themselves with FreshBooks’ accounting features, they can sign up for the Accounting Partner Program to become a FreshBooks certified partner, which comes with a bunch of cool benefits. If you don’t have an Accountant yet, reach out to us and we can help you get matched with one of our expert partners based on your geographical location, industry, and your accounting needs.
If you’re not sure about things like accounts receivable, general ledger, balance sheets, or doing your business taxes, not to worry. Getting your accountant on board and working with you in FreshBooks can be done in just a few clicks.
Learn more about working effectively with your accountant on FreshBooks in this great article.
Is FreshBooks the right accounting software for accountants?
As an Accountant, you can review your new Client’s financial reports and help balance their books to ensure their business runs smoothly. Each Client that invites you to work in their FreshBooks account as an Accountant will appear as a separate business that you can switch to within your own FreshBooks account.
You can access accounting reports, add Journal Entries, manage Chart of Accounts as well as review and manage other data in each Client account.
We also have an Accounting Partner Program where you can become a certified FreshBooks accounting partner. The program is designed to help you offer services such as advisory, reporting, analytics, or business coaching. Accounting partners also get:
Free FreshBooks training and Certification as part of the onboarding process
Connections with potential FreshBooks users looking for help from an accountant
Referral commissions for recommending FreshBooks to your clients
Dedicated Accountant support and account management
Free subscription to use as a demo environment to discover FreshBooks’ accounting functionalities
Ongoing resources and product information
As an accountant here’s what you can do in a Client account:
Access the Dashboard and Reports of your business’ financials
Create Journal Entries and custom Sub-Accounts in Chart of Accounts
View Invoices and manage payments
Create Other Income
Create and manage Expenses
Switch between businesses using the Manage Businesses link if you’ve been invited to other Clients’ accounts
Here’s are some links to learn more or to help you get started:
It really depends on your approach as a business owner. While FreshBooks is super-easy to use, when it comes to using all the tools available to you as a business owner, your accountant should definitely be at the top of your toolbox (and they have a dedicated user role within the platform).
Not only does FreshBooks allow business owners to add their accountant to their account, but FreshBooks also has an Accountant Partner Program that pairs business owners with accountants. This ensures that businesses are matched with accountants that suit their specific needs.
Why is FreshBooks easier to use than Quickbooks, Sage, and Zoho Invoice?
The biggest difference for our customers between FreshBooks and other cloud-based software is that FreshBooks’ cloud-based solution was designed to be easy for them to use, while also having all of the functionality and reporting capabilities that accountants need.
This means as a business owner you have the ability to easily handle daily tasks, bookkeeping, connect with your clients, improve your cash flow, monitor your financial health, and a lot of other things. At the same time, you can give your accountant special accountant access to your account to get the information they need to provide advisory services, help you grow your business, and effectively deal with tax time – all while avoiding human error.
On top of all the easier-to-use features, many of our customers made the switch because of our award-winning support team. They actually pick up, don’t transfer you, and stick with you until you have the information you need.
Can FreshBooks help me migrate all of my data from Quickbooks?
The short answer is YES!
The long answer is as follows:
When setting up a FreshBooks account, you can start fresh, or transfer over existing data from any previous software like QuickBooks Online, Xero, Zoho Invoice, or Sage. If you’re not a fan of manual entry, Clients, Expenses and Items can be imported by you with the steps below in real-time. For Taxes, you can email us the below details and we’ll take care of it for you.
NOTE: If you choose a Select Plan, your information will be migrated for you by one of our account specialists.
Below are the types of data FreshBooks can import:
For Taxes, you can put together a CSV file for each type of data with the required columns below first. Then send this from your owner’s email (that matches your account) with written permission for us to upload.
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