Freshbooks is an excellent online accounting tool. I’ve been using it in my freelance business for a little over two years and highly recommend it. The best way to get started with Freshbooks is by signing up for a free trial account. In this video I’ll walk you through how to setup a free account, assign your first client, track your first project and send your first invoice.

Login To Your Freshbooks Account


Freshbooks has a very easy setup process. Simply click on the free trial button, enter your details and you will receive your own customized login page. Once your account has been created, you can then login to your Freshbooks Home Page.

From here you can create invoices, clients, projects, and customize your Freshbooks account with a variety of branding and messaging options, including uploading your company logo. Freshbooks also has a nice new feature called the “Project Dashboard” that lets you enter a budget of hours against projects and manage your usage at a glance.

Add Client Details and Create A Project

Before you can track time or send invoices you’ll need to setup your first client. Click on “Create A Client” and enter your client’s contact details into the system and you’re ready to go. Once that’s done you can create an associated project and assign how you will bill for it (either at a fixed rate or hourly). When that’s ready you can begin tracking time against that project.

Freshbooks Timesheet

With the Timesheet feature, you can track time on a daily, hourly, or monthly basis. This is very handy whether or not your bill hourly, since you’ll also want to track hours for flat fee projects. You can also use a convenient timer function to track hours as you work.

Sending Invoices

When you’re done working on a project, it’s time to send your first invoice. If you’re billing at a fixed price, just enter the amount due into the invoice form. If you bill hourly there are several ways to calculate hours on a given job. You can either review your timesheet, run a report, or have Freshbooks generate an invoice from your timesheet, whichever works best for you. You can also configure Freshbooks to receive payments via Paypal and other payment gateways.

Easy Accounting

Freshbooks literally makes it easy to handle accounting from anywhere you have an internet connection. Besides those covered in this review, there are many more features that you can use, including assigning team members, creating estimates, and tracking payments. As you build your business, you can keep things as simple or as complex as you want. For more information visit Freshbooks at http://freshbooks.com