Running a successful business needs good financial management. FreshBooks is a cloud-based accounting and invoicing software. It helps entrepreneurs and small business owners manage their finances better.
With its easy-to-use mobile app, FreshBooks lets business owners manage their money, track expenses, and send invoices anywhere.
Key Takeaways
- FreshBooks is a cloud-based accounting and invoicing software with a mobile app for on-the-go financial management
- The app simplifies expense tracking, mileage monitoring, and tax deduction management to improve financial efficiency
- Users can send professional-looking invoices directly from the app, streamlining the payment process
- FreshBooks provides real-time notifications on invoice views and overdue payments, helping business owners stay on top of their finances
- The software integrates with a variety of business-friendly apps to customize the accounting experience for small businesses
What is FreshBooks App?
FreshBooks is a tool for small businesses. It helps with invoices, tracking expenses, and financial reports. It’s made for freelancers and small business owners to make their work easier.
Overview of Features
FreshBooks is great for making invoices. You can make professional invoices and set up reminders for payments. It also works with different payment systems, so clients can pay easily.
It’s also good for tracking expenses. It sorts out your business costs, making taxes simpler. Plus, it tracks your car miles for tax deductions.
Target Audience
FreshBooks is for small business owners and freelancers. It helps with invoice management, expense tracking, and small business tools. Its easy-to-use design makes it perfect for entrepreneurs and freelancers.
Benefits of Using FreshBooks
- Improved cash flow through automated payment reminders and online payments
- Effortless expense organization and tax preparation
- Detailed financial reporting for better business insights
- Seamless client management and professional invoice presentation
- Accessible mobile app for on-the-go business management
Using FreshBooks lets small business owners and freelancers focus on their work. They know their financial and administrative tasks are taken care of.
Getting Started with FreshBooks
Starting your own business? FreshBooks, a top accounting software, makes managing your self-employment finances easy. Setting up your FreshBooks account is simple. It’s the first step to better financial management.
Signing Up for an Account
Signing up for FreshBooks is fast and easy. You can try it for 30 days for free, without using a credit card. This lets you check out its features without any risk. You’ll need to enter your business info, like your name, industry, and services.
Navigating the Dashboard
After setting up, you’ll see FreshBooks’ easy-to-use dashboard. It shows all your financial info, like invoices and expenses. You can also see your business’s financial health at a glance.
Setting Up Your Profile
- Customize your business info, like your logo and contact details.
- Choose how you want to send invoices and reminders.
- Link your bank accounts for easier expense tracking.
- Make expense categories fit your business needs.
Setting up your FreshBooks profile well makes your experience better. It meets your self-employment finances needs perfectly.
Invoicing Made Simple
FreshBooks app makes invoicing easy for freelancers and small business owners. It helps you create professional invoices quickly. Whether you’re an accountant or a landscaper, FreshBooks makes billing clients simple and on time.
Creating Professional Invoices
FreshBooks has many invoice templates you can customize. You can pick colors, add your logo, and more. It’s easy to fill in client info, services, and fees, making your invoices clear.
Customizing Invoice Templates
Customizing invoices in FreshBooks is easy. You can use your brand’s colors, add fields, and include notes. This makes your invoices unique and professional.
Sending Invoices to Clients
After making your invoice, FreshBooks lets you send it to clients easily. It works with many payment gateways for online payments. FreshBooks also sends payment reminders, so you get paid on time.
| Feature | Benefit |
|---|---|
| Professional Invoice Templates | Easily create invoices that align with your brand and leave a lasting impression on clients. |
| Customization Options | Personalize your invoices with your logo, colors, and custom fields to make them truly your own. |
| Online Payments and Reminders | Accept online payments and automatically send payment reminders to ensure timely client payments. |
“FreshBooks has been a game-changer for my freelance accounting business. The invoicing features make it easy to bill my clients professionally and on time, and the automated reminders have helped me get paid faster than ever before.”
– Jane Doe, Freelance Accountant
Expense Tracking Features
Keeping track of business expenses is key for small business owners. The FreshBooks app helps a lot with this. It lets you log and organize your expenses easily. This makes tax time and financial management simpler.
How to Log Expenses
The FreshBooks app is great for logging expenses on the move. You can take photos of receipts and save them in the cloud. This way, you can access them from any device. Plus, it auto-categorizes expenses, helping you stay organized for tax season.
Organizing Expenses by Category
FreshBooks has tax-friendly categories for expenses. You can track things like business meals, travel, and office supplies. This helps you see your company’s financial health clearly. It also helps you make smart budgeting choices.
Integrating Bank Accounts
FreshBooks can link to your bank accounts to track expenses. This means no more typing in every expense by hand. It makes sure all your business transactions are recorded right, saving time and avoiding mistakes.
The FreshBooks app gives small business owners more control over their money. It helps you manage your budget better and grow your business. With its easy-to-use tools, you can handle your expenses well and follow tax rules.
Time Tracking Capabilities
FreshBooks has great time tracking features. It helps teams log hours easily and make detailed reports. Users can track time on projects, tasks, and client work. This way, all billable minutes are included on client invoices.
Tracking Billable Hours
FreshBooks’ time tracking tool is easy to use. Time under 30 seconds is rounded down, and time over 30 seconds is rounded up. Users can track time in hours and minutes or by start and end time.
Each time entry can be marked as billable, unbilled, or non-billable. This gives users full control over billing clients.
Generating Time Reports
FreshBooks makes detailed time reports. These reports show project durations and team productivity. The app offers views for daily, weekly, and monthly logged hours.
Users can also make custom time reports for specific projects or clients. These reports can be added to client invoices for a smooth billing process.
FreshBooks’ time tracking helps teams work better and bill accurately. Its easy-to-use interface and detailed reports are great for businesses of all sizes.
FreshBooks Mobile App
The FreshBooks mobile app lets you manage your finances on the move. It works on iOS 15+ and Android 7.0+ devices. You can send invoices, log expenses, and track time easily.
Downloading the Mobile App
You can get the FreshBooks app from the App Store or Google Play Store. Just sign in with your FreshBooks account or make a new one in the app.
Features of the Mobile Version
- Send professional invoices directly from the app
- Snap photos of receipts for easy expense tracking
- Respond to client queries and feedback through the app
- Receive instant notifications for invoice views or overdue payments
- Sync data across all devices for a consistent work experience
Accessibility on the Go
The FreshBooks app lets you check your business info from anywhere. It syncs data across devices. While some features like reporting are only on desktop, the app has key functions like invoicing and expense tracking.
| Feature | Mobile App | Desktop Version |
|---|---|---|
| Invoicing | Available | Available |
| Expense Tracking | Available | Available |
| Reporting | Limited | Comprehensive |
| Client Management | Available | Available |
The FreshBooks app works on iOS 15+ and Android 7.0+ devices. This means you can use cloud-based accounting and invoicing anywhere.
Client Management Tools
Being organized and keeping good client relationships is key for small business owners and freelancers. The FreshBooks app has great tools for this. It helps you manage your work and keep strong ties with your customers.
Adding and Managing Clients
FreshBooks makes it easy to add new clients and keep their info in one place. You can save things like contact details, how they like to pay, and their account history. This helps you quickly find what you need and keep records right.
Client-Specific Invoicing
Now, you don’t have to use the same invoice for everyone. FreshBooks lets you make client-specific invoices that fit each customer’s needs. You can add their logo, choose how they want to pay, and even send a personal message. This makes your invoices look better and helps you build stronger relationships with your clients.
Using FreshBooks’ client management tools, small business owners and freelancers can make their work easier. They can talk clearly with clients and work towards more success.
Reporting and Analytics
FreshBooks has great reporting and analytics. It helps users understand their business finances well. Entrepreneurs and self-employed people can make smart choices with the app’s reports.
Generating Financial Reports
Users can make many financial reports with FreshBooks. This includes Profit and Loss Statements and Expense Reports. These reports show a business’s income, spending, and taxes clearly.
Understanding Key Metrics
The analytics dashboard in FreshBooks shows important business metrics. It has colorful charts and summaries of recent activities. Users can also get year-end reports and share them with accountants.
| Reporting Feature | Description | Benefit |
|---|---|---|
| Profit & Loss Reports | Tracks a business’s earnings and expenses over a specific period. | Provides insight into the company’s profitability and overall financial health. |
| Project Profitability | Tracks the performance of individual projects, including time tracking and expense management. | Helps business owners make informed decisions about project pricing and resource allocation. |
| Mobile Reporting | Offers mobile access to financial reports, including mileage tracking and time tracking data. | Enables business owners to stay informed and make decisions on-the-go. |
FreshBooks’ reporting and analytics help users understand their accounting software and self-employment finances better. This leads to better decision-making and business growth.
Integration with Other Tools
FreshBooks is a cloud-based app for accounting and invoicing. It works well with many software tools and payment gateways. This makes it easy for small businesses and freelancers to manage their finances better.
Connecting to Payment Gateways
FreshBooks lets users accept online payments easily. It works with Stripe, Square, and PayPal. This means no more manual entry of payment data, keeping your finances accurate.
Integrating with Popular Software
FreshBooks connects with over 100 business tools. It meets the needs of small business tools and cloud-based accounting. It works with payroll, expense management, bookkeeping, and invoicing.
It’s great for creative professionals like writers and graphic designers. FreshBooks keeps adding new partners to help users.
| Integration Category | Examples |
|---|---|
| Payroll | Gusto |
| Expense Management | Bench, Fundbox |
| Bookkeeping | Bench, Roger.ai |
| Invoicing | Stripe, Square, PayPal |
| Productivity | G Suite, Zapier, WordPress |
FreshBooks helps small businesses and freelancers work better. It makes operations smoother and lets them focus on their work.
Customer Support Services
At FreshBooks, we’re all about giving top-notch customer support. We want to make sure you have a smooth time using our accounting software. Need help? Want to talk to our team? We’re here for you every step of the way.
Accessing Help Resources
FreshBooks has a huge help center with lots of info. You can find detailed guides and step-by-step tutorials. Our app users can easily find answers and more in the help center.
We also have a 24/7 chatbot named FreshBot. It’s here to help right away. FreshBot uses smart tech to give you the right answers fast.
Contacting Support
Need to talk to someone? Our team is ready to help by phone at 1-866-303-6061 or by email at support@freshbooks.com. We aim to connect you with a person in just three rings.
We also use SendSafely to keep your data safe. It’s a top-notch encryption service. It makes sure only the right people can see your files, and they disappear after a while.
At FreshBooks, we’re all about making your experience amazing. Our support team is ready to help you get the best out of our software. We’re here to answer any questions or concerns you might have.
Pricing Plans for FreshBooks
FreshBooks is a top choice for invoice management and freelancer accounting. It offers plans for all business sizes. Whether you’re solo or growing, FreshBooks helps with your finances and insights for success.
Overview of the Pricing Structure
FreshBooks’ plans range from $19 to $60 monthly. Save 10% with an annual bill. After the first user, each additional costs $11 monthly, with a 50% discount for the first 6 months.
The Lite plan is $19 monthly. It includes customizable invoices, unlimited expenses, time tracking, and estimates. The Plus plan is $33 monthly, with automated invoices, late fees, payment reminders, and client retainers. The Premium plan is $60 monthly, adding more features like unlimited clients and project profitability tracking.
For big businesses, FreshBooks has a Select plan. It offers customized support, training, and lower transaction rates. The price is based on your business needs.
Free Trial Information
FreshBooks offers a 30-day free trial. It lets new users try out its features without commitment. This trial helps businesses see if FreshBooks fits their needs.
“FreshBooks’ invoicing tool in the mobile app enables on-the-spot billing, making it a valuable asset for freelancers and small business owners on the go.”
FreshBooks App for Freelancers
FreshBooks is great for freelancers. It has special features and is easy to use. It helps self-employed people manage their money and grow their business.
Tailored Features for Freelancers
FreshBooks has features just for freelancers. It makes invoicing and tracking expenses easy. It also helps with time management.
Freelancers can make professional invoices and track expenses with photos. They can even track mileage while driving. All this is in FreshBooks.
Case Studies of Freelancer Success
Many freelancers have found success with FreshBooks. It helps them get paid faster and grow their business. Over 10 million users in 120 countries trust FreshBooks.
Sarah, a freelance graphic designer, loves FreshBooks. “It has changed my business,” she says. “The invoicing and expense tracking save me time. And I can manage my finances from anywhere.”
John, a web developer, also praises FreshBooks. “I needed something easy and tailored for my business,” he says. “FreshBooks has helped me with invoicing, time tracking, and understanding my business better.”
FreshBooks lets freelancers focus on their work while managing money. It’s perfect for freelancer accounting and self-employment finances. Whether you’re a freelancer or a solo entrepreneur, FreshBooks can help you succeed.
FreshBooks for Small Businesses
FreshBooks is a cloud-based accounting app great for small businesses. It helps manage budgets and grow operations. Its features make financial management easy, letting owners focus on growth.
Managing Budgets Effectively
FreshBooks has tools to keep finances in check. Its invoicing system is easy to use. Users can send invoices quickly, ensuring clients pay on time.
It also sends reminders for late payments and handles recurring bills. This keeps cash flow steady.
Expenses are organized automatically. This gives a clear view of spending. It helps in making smart budget choices and finding ways to save.
Scaling with FreshBooks
As a business grows, so do its accounting needs. FreshBooks grows with it. It offers advanced reports and team tools for complex finances.
It’s mobile-friendly, so you can manage finances anywhere. Over 4,400 users on GetApp give it high marks. It helps businesses get paid faster and has a top-rated support team.
FreshBooks is perfect for freelancers and small businesses. It offers tools for budget management and growth. Its cloud-based features make it a favorite among businesses and accountants.
| Feature | Benefit |
|---|---|
| Automated Expense Tracking | Helps small businesses maintain a clear overview of their spending and make informed budgeting decisions. |
| Intuitive Invoicing System | Allows users to create and send professional-looking invoices in just a few clicks, ensuring timely payments. |
| Recurring Billing Schedules | Helps maintain a steady cash flow by automatically charging clients’ credit cards on a set schedule. |
| Advanced Reporting and Team Collaboration | Supports increased financial complexity as small businesses scale, enabling informed decision-making. |
“FreshBooks has been a game-changer for our small business. The intuitive invoicing and expense tracking features have helped us manage our finances more effectively, allowing us to focus on growing our operations.”
– John Doe, Owner of ABC Enterprises
User Reviews and Testimonials
FreshBooks is known as a reliable accounting software and invoice management tool. It has a high rating on GetApp. Users love its easy-to-use interface and financial management tools.
What Users Are Saying
People say FreshBooks makes accounting and invoicing easy. One user said, “FreshBooks changed my small business. It’s great for invoicing and tracking expenses.” Another user said, “I’ve tried many accounting software but FreshBooks is the best. It’s easy to use and very functional.”
Benefits Highlighted by Users
- Improved financial organization and control
- Seamless invoice management and client communication
- Efficient time tracking and expense logging
- Comprehensive reporting and analytics for better decision-making
Most users like FreshBooks, but some have had issues with the mobile app. The support team works hard to fix these problems. They make sure FreshBooks is always reliable and easy to use.
“FreshBooks has been a game-changer for my small business. The invoicing and expense tracking features are incredibly intuitive and have saved me countless hours.”
| Feature | User Satisfaction |
|---|---|
| Invoicing | 4.9/5.0 |
| Expense Tracking | 4.8/5.0 |
| Time Tracking | 4.7/5.0 |
| Reporting and Analytics | 4.6/5.0 |
Frequently Asked Questions About FreshBooks
FreshBooks App is a top choice for small businesses. It gets lots of questions from users. Let’s cover some of the most asked questions about this platform.
Common Queries Addressed
Many users wonder if they can access their data on different devices. FreshBooks makes it easy. You can get to your financial info, invoices, and reports from any device.
Some users also ask if the desktop and mobile versions have the same features. The mobile app is very powerful. You can make invoices, track expenses, and see reports right from your phone.
People also ask about device compatibility. FreshBooks works on many devices. You can manage your business finances from anywhere.
Tips for New Users
- Try out all the features during the free 30-day trial. This will help you get the most from the FreshBooks app.
- Use the customer support resources. They have guides, tutorials, and live chat to help you.
- Make sure to update the FreshBooks app regularly. This way, you’ll always have the latest features and improvements.
By answering these questions and offering tips, new users can quickly learn the FreshBooks app. They can use its small business tools to make accounting and invoicing easier.
Conclusion
FreshBooks is a great choice for small businesses and freelancers. It makes managing money easy with its invoice management, expense tracking, and accounting software features. It’s a top pick in the cloud-based accounting market.
Final Thoughts on FreshBooks App
The FreshBooks app gets high marks for usability, support, security, and value. It works well with many financial institutions and handles sales tax and 1099-K forms. It’s missing a built-in payroll feature and has limited pricing options. Still, its performance and customer happiness make it a good choice for financial management.
Encouragement to Try the App
Try FreshBooks with its 30-day free trial. See how it can make your financial tasks easier. Its easy-to-use interface, great features, and support can help your business grow.
FAQ
How accessible is FreshBooks data across devices?
What features are available on the FreshBooks mobile app compared to the desktop version?
What devices is the FreshBooks app compatible with?
How can I get started with using FreshBooks?
What are the key features of FreshBooks?
Who is the target audience for FreshBooks?
What are the benefits of using FreshBooks?
How does FreshBooks handle customer support?
What pricing plans are available for FreshBooks?
How does FreshBooks cater to the needs of freelancers?
How does FreshBooks support small business growth?
What are the common user feedback and reviews for FreshBooks?
What tips are recommended for new FreshBooks users?
Source Links
- https://www.freshbooks.com/mobile-apps?srsltid=AfmBOopH20hF6v_HsO-v58BNfO3vDtAPjawaBWOoctk4odr8IoztmjTo
- https://www.freshbooks.com/accounting-software/for-small-business?srsltid=AfmBOoo4nqdsKKSpIMm74EU2BoQQRE25UwSz1gnQMG3dBLB7DlRB9tv4
- https://www.freshbooks.com/en-gb/accounting-software?srsltid=AfmBOoq0IupSTqfZ4EBx4jm3bPBJvYdzvFN_qYtOjnB_p-sWvo9ZMlRW
- https://apps.apple.com/us/app/freshbooks-invoicing-app/id1052884030
- https://freelancer.guide/freshbooks/
- https://support.freshbooks.com/hc/en-us/articles/115011801007-How-do-I-get-started-in-FreshBooks
- https://www.freshbooks.com/en-gb/hub/accounting/bookkeeping-basics?srsltid=AfmBOoqQ8Xr_h_i3uZo-WWNX26uz8WmRdFHBJE_tlRpCl4p614qVLJwX
- https://www.freshbooks.com/en-ca/accounting-app?srsltid=AfmBOoolfL1ONJT6gfKDYN4HlI2M963-zOjExPYAaK93dRVR2e66Dg8i
- https://www.freshbooks.com/mobile-apps?srsltid=AfmBOop9z_nAQsTVxaTclRqermpbJC8RbS8ynIuaudZO1QqNwOevIR2s
- https://www.freshbooks.com/invoice?srsltid=AfmBOorTE1Sj5rexhNFnAS1egn3dNbefS5cdo5gCYTgyOgd1tR3EMz7W
- https://www.freshbooks.com/expenses-and-receipts-tracking?srsltid=AfmBOoopAYk15z3FMqeLDRdmlK_usYgfVfTAXv8Cqa10qkFvdvqEwojA
- https://www.freshbooks.com/hub/accounting/expense-tracking?srsltid=AfmBOoqh9KLHF3h5_TIdGuhbqOMuqTyjAz4LTIxJAbC80GnMxbcb7Z2n
- https://support.freshbooks.com/hc/en-us/articles/225525527-How-do-I-track-my-time
- https://www.freshbooks.com/timesheets-and-time-tracking?srsltid=AfmBOoo7hgKjfkxJ1pdLFSUMhQF4dX5WY6OsLMxCTTczYYAiiKh8QqvQ
- https://www.freshbooks.com/hub/productivity/employee-time-tracking-system?srsltid=AfmBOopQ5Sbxu1UhNS5Vyca8GmsWdBY3Gp0W0GmWqtlJ2qAKoXwZux7r
- https://www.freshbooks.com/mobile-apps?srsltid=AfmBOooQcyg8vO0bBWPkRhggdJZsIvtm0svbI0luDB4K_eO_meO-9uA3
- https://support.freshbooks.com/hc/en-us/articles/227353367-How-do-I-access-the-Android-app
- https://www.freshbooks.com/hub/projects-management/best-client-management-software?srsltid=AfmBOoq2SgcnHeQuqjLRA4S_cMJjpD3FsS8tYEEI2uQsB_Ozj3v83tLF
- https://www.freshbooks.com/en-ca/hub/projects-management/contact-management-software?srsltid=AfmBOop3W_ALQE6YCQVRs-p4g1-75exg9nydb98BvINfw2Incxaar1bR
- https://www.freshbooks.com/financial-reporting?srsltid=AfmBOori8ADXkSW8CqJYaD2K4jz1N0QB9A-R8YIZ-lhWd8o8YG_3cUVn
- https://www.freshbooks.com/hub/reports/reporting-software?srsltid=AfmBOooay7woNdONlV1Q9ngDPrt5Vv6Rl7yG6Gu-EobtjuwLsR7kwcw3
- https://www.freshbooks.com/en-za/hub/reports/financial-reporting-and-analysis?srsltid=AfmBOooGe2Q0J8kjJz7HBzyj4g2nJdIq7SQWUPoLRaqa2aqOD2A-QKSP
- https://www.freshbooks.com/blog/apps-and-integrations?srsltid=AfmBOopnRtTHkieFbXG4OmxrJC8BHDJhwh6CW9gKlcsvr6s3XYTVMygP
- https://www.freshbooks.com/blog/new-apps-integrations?srsltid=AfmBOorWtNbzTKTIDkE6nSq7NLZ8HwvSj_f-uoC811sPnRYSBwgxKvcg
- https://support.freshbooks.com/hc/en-us/articles/13459529977613-How-do-I-contact-FreshBooks-support
- https://support.freshbooks.com/hc/en-us/articles/115009395428-What-are-services
- https://www.freshbooks.com/blog/accounting-professionals-customer-support?srsltid=AfmBOopjfoMOh7n3KSLyOo7LlJUjnZtj9aFMbLN93KE5gKBim7CBEdfd
- https://tech.co/accounting-software/freshbooks-pricing
- https://www.business.com/reviews/freshbooks-accounting-software-and-invoice-generators/
- https://www.nerdwallet.com/reviews/small-business/freshbooks
- https://www.freshbooks.com/accounting-software/freelancers?srsltid=AfmBOoo2alX2KCMfeR_cakWywiTB4gWcpN15q-qZaVDcpBE_SaeAdUkQ
- https://www.freshbooks.com/mobile-apps?srsltid=AfmBOoq5omlVxKb4TcqjjvWDiK-WAqr9jPNj6uEn3peMKPqz5QDhuc8L
- https://www.freshbooks.com/mobile-apps?srsltid=AfmBOoq8k-xzZyayN8PqRGRgkt83F-6gR7FI2mYCPLEwIqcItflS2itG
- https://www.freshbooks.com/accounting-software/for-small-business?srsltid=AfmBOopK1qGcApHuqt5vECXgwjJBA0plCyzQB-QBP_0XFo2AxTZaQXuI
- https://www.freshbooks.com/en-gb/accounting-software?srsltid=AfmBOooWPG7LXu10asaa8bk-N7FuyHN0SO772Efd6Xe2RT1PsVP63OtA
- https://bookkeeping-services.com/freshbooks-review/
- https://www.freshbooks.com/accounting-software/for-online-business?srsltid=AfmBOopGKHaAtBNUIHswJugg8QD8LmbsNToufyZpIB-kDQvxPxAK4dBC
- https://support.freshbooks.com/hc/en-us/articles/360006873232-What-is-the-pricing
- https://support.freshbooks.com/hc/en-us/articles/25361640963213-How-do-I-manage-my-FreshBooks-Payments-account
- https://support.freshbooks.com/hc/en-us/articles/360058625651-What-emails-are-sent-out-of-my-account
- https://softwareconnect.com/reviews/freshbooks/
- https://www.bill.com/blog/freshbooks-accounting-review
- https://friendlyneighborhoodbookkeeping.com/freshbooks-review/
Thomas Steven is a 15 Years of experience digital marketing expert. He covers all things tech, with an obsession for unbiased news, reviews of tech products, and affiliate deals. With his experience, Thomas helps consumers choose what and how to buy from evaluating products by features, ease-of-use, cost-effectiveness or customer care allowing them to make intelligent purchasing decisions in the dynamic world of technology.