FreshBooks vs HoneyBook

FreshBooks’ features automate most of your accounting so you can spend more time focusing on your work and your clients. Your invoices can be automatically generated and sent, expenses automatically tracked, and you can even have your payments automatically recorded, all without you lifting a finger.

Instead of wasting time labouring over manual inputs or struggling to keep track of bulky receipts, you can use the FreshBooks accounting application to safely automate your accounting.

With FreshBooks, you can rest easy knowing that your accounting struggles are behind you.

FreshBooks vs HoneyBook: When it comes to accounting software, there is no comparison.

Learn how easy FreshBooks is to use in this 30-second video.

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 HoneyBook, QuickBooks Online, Zoho Books, or Xero. If you’re not a fan of manual entry, Clients, Expenses, and Items can be imported by you with the steps below. 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:

Clients: Clients can be imported using the steps here yourself.

Expenses: You can now import Expenses yourself with the steps here.

Items: Import Items using the steps outlined here.

Taxes: 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.

Required Fields

• Tax Name – i.e. ‘HST’
• Percentage – i.e. ’13’ for a 13% tax

Optional Fields

• Tax Number – Government-registered tax number

Vendors: Import Vendors using the steps outlined here.

The 2 main differences are:

1) We bill you in Canadian Dollars (HoneyBook doesn’t)

2) We don’t charge extra for basic features. FreshBooks offers essential features on all plans:

• Unlimited Customized Invoices
• Unlimited Expense Entries
• Unlimited Time Tracking
• Unlimited Estimates

You can also check out how FreshBooks compares to other programs and details about its function as a viable alternative on our comparison page.

You sure can. 

Many FreshBooks customers have service-based businesses that have them constantly on the go. Not all accounting software options allow you to bring your software along with you while serving billable clients.

FreshBooks offers mobile access with iOS (iPhone Mobile) and Android Mobile apps that let you painlessly invoice your clients and track expenses wherever and whenever you need to. FreshBooks also has mileage tracking on iOS (coming soon to Android).

Now you can bring your account everywhere. It can be easily accessed from any device, from your PC (Windows desktop) or Mac desktop to your mobile phone. 

Being able to create and send invoices on the go means no delays and no accounting headaches waiting for you. You can use the FreshBooks automated bookkeeping software wherever you have access to the internet, so let FreshBooks take care of your invoicing worries while you sit back and relax.

With automated bookkeeping software like FreshBooks, you can take it easy as you travel and rely on real-time notifications to keep you updated on billing and invoicing. From business trips to business lunches, keeping track of your payments will be a piece of cake. This mobile access is all part of your free trial too!

Learn how easy it is to use the FreshBooks mobile app in this 30-second video.

There are a number of payment processors and payment options you can choose through FreshBooks. FreshBooks integrates with a number of payment processors so that you can choose the payment method that works best for you and your business. Whether you want to accept credit card payments, set up bank transfers, or get paid through FreshBooks Payments, you can easily set up the method you prefer. You can also set up different payment methods for different clients, depending on what suits them best.

The payment providers we utilize are WePay, Stripe, and PayPal in order to provide the following payment methods:

• Major credit cards

• Apple Pay

• Google Pay

• PayPal

• FreshBooks Payments

• Stripe

• Bank Transfers

Online payments get you paid 2x faster, but did you know you can get paid even faster and more often with the right Invoice Payment Terms?

As a client, receiving a FreshBooks invoice with line items for subscription-based products or services, it’s easy to pay. All you have to do is save your credit card, banking or other payment details online in the FreshBooks application so you’re automatically billed each time an invoice comes due. Imagine doing this without invoicing software—dealing with paper invoices and receipts and having to keep track of phone and address records separately.

Automatic Recurring Invoices in FreshBooks combined with Recurring Payments makes it simple for clients to pay and for you to accept payments for products or services rendered—hands-free. Recurring Payments works together with Recurring Templates to automatically bill clients every time an invoice is generated and sent.

Saved payment information can always be removed if you want to opt-out of Recurring Payments at any time.

Customizable invoices packed with billable hours and expenses, using advanced features like recurring subscription billing and online payments make it easy for self-employed professionals to get paid faster.

When it comes to making online payments easy for you and your clients and comparing FreshBooks vs HoneyBook it’s easy to see why people choose FreshBooks.

You can import expenses from our expense tracker by uploading a CSV file as well as having FreshBooks automatically track them by connecting your bank accounts or credit cards.

If you want to import your expenses in bulk with a CSV file, you just need to ensure your file is populated with the necessary fields, and then select “Import Expenses from a File” from the “More Actions” button in the Expenses section of your FreshBooks account.

You can also connect your bank account and credit cards to your FreshBooks account to automatically track your expenses.

You can easily test out expense tracking and importing during your 30-day free trial.

Related articles:

4 Reasons You Should Track Your Business Expenses Daily

Capture Expenses and Invoices on Project Pages in FreshBooks

Everything in your FreshBooks accounting software, from time tracking to expense tracking to credit card information, is completely secure in FreshBooks.

FreshBooks protects your personal information. For the security of transactions, we use the Secure Sockets Layer (SSL) protocol, which encrypts any information such as credit card numbers and billing information that you send us electronically. The encryption process protects your information by scrambling it before it is sent to us from your computer. In addition, your data is backed up automatically and is accessible from any device, so you can always stay connected and up-to-date.

Want to learn more? Check out this article from our blog: How Secure Is Your Data in the Cloud?

FreshBooks is a super-easy-to-use accounting software built specifically for small business owners, letting you easily do everything yourself. However, when it comes to using all the tools available to you, as a small business owner, your accountant should definitely be part of your toolbox.

Sending customizable invoices and managing billing and invoicing for several businesses in FreshBooks might be right up your alley, but leveraging insights from accounting reports might be something you want a second set of eyes on.

Not only does FreshBooks allow small businesses to add their accountant to their account, but FreshBooks also has an Accountant Partner Program that pairs small business owners with accountants. This ensures that businesses are matched with accountants that suit their specific needs.

Talk to your accountant and start a free trial to see how easy it is to work together. And if you need a hand our phone support with a live rep extends to both you and your accountant with no additional fees.

One thing we recommend while comparing HoneyBook vs FreshBooks is to learn all about the FreshBooks Accountant Partner Program.

Want to hear what it’s like to be part of the Accountant Partner Program? Here’s a great article: How FreshBooks’ Accounting Partner Program Helps CMA Lindsay Support Clients