FreshBooks

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    What is FreshBooks? 

    FreshBooks is a popular alternative to QuickBooks Online for small businesses and freelancers. It offers a range of accounting and invoicing features that are designed to be easy to use and intuitive, making it a great option for businesses that are looking for a straightforward and simple solution. FreshBooks provides a cloud-based platform that allows users to create and send invoices, track time and expenses, manage project tasks, and accept online payments, among other features.

    One of the key benefits of FreshBooks is its user-friendly interface, which makes it easy for even those with limited accounting experience to get started quickly. The software also integrates with a number of popular business tools, including payment gateways and time-tracking apps, further streamlining the financial management process.

    Is FreshBooks cheaper than QuickBooks?

    In terms of pricing, FreshBooks is generally more affordable than QuickBooks Online and offers a range of plans that can accommodate businesses of different sizes and needs.

    Overall, FreshBooks is a good alternative to QuickBooks Online for businesses that are looking for a simple, affordable, and user-friendly accounting solution. While it may not be as feature-rich as QuickBooks, it offers a strong set of core features and a streamlined user experience that can make financial management more manageable for small businesses and freelancers.

    Do I get free tech support with FreshBooks? 

    FreshBooks provides support to its customers through various channels, including email, live chat, and a knowledge base. The company is known for its responsive and helpful support team, and many customers have reported positive experiences with the support they have received.

    In addition to its standard support offerings, FreshBooks also offers priority support to its premium users, which provides faster response times and higher-level support. The company also provides a wide range of resources and support materials, including tutorials, how-to guides, and FAQs, which can help users get the most out of the platform.

    Overall, FreshBooks is generally considered to offer good technical support.

    What's Missing?

    FreshBooks does not have the capability to print checks. FreshBooks is primarily focused on invoicing and accounting, and does not offer check printing as a feature. If check printing is a critical requirement for a business, it may be necessary to consider QuickBooks Online accounting solutions or complementary services that offer this feature. 

    Is there a solution? 

    Yes! Checkeeper is a check printing service that can integrate with FreshBooks to provide check printing capabilities. With Checkeeper, businesses can create and print checks directly from their FreshBooks account, eliminating the need for manual data entry or manual check printing. The integration between Checkeeper and FreshBooks allows businesses to streamline their financial management processes and improve accuracy and efficiency.

    It's important to note that while Checkeeper can add check printing capabilities to FreshBooks, it is a separate service and requires a separate subscription. Additionally, while Checkeeper offers a range of customization options, including check design and formatting, it may not offer all of the features or functionality that a business needs. As always, it's recommended to carefully research and compare different options before making a decision.

     

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      What's Included? Is it really that good?

      With Premium Edition - you get Premium Features

      TRACK AND ORGANIZE CLIENT INFO:
      ✓ Client profiles and account statements
      ✓ Clients can store credit card info
      ✓ Client self-service portal
      ✓ Client Credits
      ✓ Automated Recurring Invoices
      ✓ Email templates (Premium Edition)
      ✓ Automated client emails (Premium Edition)
      ✓ Manage budget and billing for projects
      ✓ Recurring Billing of Client Retainers

      BILLING SOLUTIONS
      ✓ Unlimited Billable Clients (Premium Edition)
      ✓ or up to 50 Billable Clients (Plus Edition)
      ✓ Unlimited Estimates
      ✓ Accept e-Signatures
      ✓ Unlimited + Customized Invoices
      ✓ Scheduled Late Fees
      ✓ Automated Late Payment Reminders
      ✓ Accept Deposits
      ✓ Unlimited Proposals

      CLIENT PAYMENT OPTIONS
      ✓ Online Credit Card Payments
      ✓ Online Bank Transfers (ACH) (US Only)
      ✓ Checkout Links
      MANAGING YOUR BUSINESS
      ✓ Unlimited Time-Tracking
      ✓ Unlimited Expenses
      ✓ Automatic Expense receipt data capture
      ✓ Automatic Bills capture (Premium Edition)
      ✓ Automated Bank Import

      More... More.... More Features

      ✓ Mobile Mileage Tracking
      ✓ Tax time reports
      ✓ Business health reports
      ✓ At-a-glance performance dashboards

      ✓ Double-entry accounting reports
      ✓ Advanced Accounting 
      ✓ Bank Reconciliation
      ✓ Accountant Access

      ✓ Project Profitability (Premium Edition)
      ✓ Accounts Payable (Premium Edition)
      ✓ Track project profitability (Premium Edition)
      ✓ Only $10/mo additional to add a user

      Accounting & Invoicing Features Designed for Consultants. 

      Access from anywhere on any device

      PROFESSIONAL INVOICING

      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.

      Learn more.... Watch short video below:

      NEVER MISS AN EXPENSE

      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.
       
      Learn more.... Watch short video below:

      TRACK TIME TO THE MINUTE

      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.

      Learn more.... Watch short video below:

      MANAGE PROJECTS

      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.
       
      Learn more.... Watch short video below:

      Fast & Easy, for You and Your Clients

      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.
       

      Learn more.... Watch short video below:

      Know Your Business Better

      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. 
       
      Learn more.... Watch short video below:

      Keep Tabs on Your Business Health

      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.
       

      Learn more.... Watch short video below:

      Take FreshBooks With You…Everywhere

      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.
       
       
      Learn more.... Watch short video below:

      Smarter Workflows 

      As your client roster grows, FreshBooks helps keep accounts and client relationships in check. Level up with simple workflows and features to impress clients, time and time again.

      Automate Invoicing and Get Paid Faster

      Getting paid is fun. Collecting payments is not. FreshBooks invoice software for consultants makes getting paid much less painful, more professional, and up to 3x faster.

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      Invite Your Accountant

      Sure, accountants use FreshBooks, but it’s really built for owners. So you know all money in and out of your company is accounted for, and you’ll always know where your business stands. 

      Seamlessly Migrate From Your Current Accounting Software

      FreshBooks provides the accounting support you need and takes care of the data entry and migration from QuickBooks Online, Word, or any other accounting systems or bookkeeping software.

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      Get Support From Award-Winning Support Team

      Award-winning support means talking to a real perform for the help and information you need until you’re satisfied.

      Do you still have questions? 

      Get in touch with us at (888)309-4909. We are here to help meet your accounting needs.

      CPAWarehouse.com is an authorized Intuit and FreshBooks partner. 

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      FreshBooks is 100% web-based, meaning you can access it anywhere and there’s no software to install on your computer. You can even use FreshBooks on your mobile device.

      FreshBooks protects your personal information. For security of transactions, we use the Secure Sockets Layer (SSL) protocol, which encrypts any information such as credit card number 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.

      FreshBooks is not going anywhere! Since 2003, over 10 million people have used FreshBooks to send, receive and pay invoices. Today FreshBooks has paying customers in over 160 countries and is the #1 cloud accounting solution designed for small business owners. We help everyone from the most fragile of businesses (many of them one person, first-time owners) to the most vibrant service-based small businesses.

      If you need help setting up your account, or have any questions about using FreshBooks, an award-winning Support Specialist is ready to spring into action. FreshBooks support is also free forever — so don’t be shy, give ’em a ring at 1.866.303.6061 between 8 am and 8 pm EST.

      The client limit on each plan refers to the number of both active and archived clients in your account. If you’re no longer billing or working with a client, you can delete them to free up spots for new clients. Deleted clients’ invoices and information will still remain accessible to you, and you can always undelete clients later.

      FreshBooks allows businesses to add multiple users to their account, allowing for collaboration and shared access to financial data and invoicing tools. The number of users that can be added to a FreshBooks account depends on the specific plan that a business is using.

      For example, the FreshBooks Lite plan allows for up to 3 users (per user fee applies), while the FreshBooks Plus plan allows for up to 50 users (per user fee applies).  The FreshBooks Premium plan offers even more user seats, but the exact number of users will depend on the specific needs of the business and the pricing tier that it subscribes to.

      It's worth noting that FreshBooks offers a variety of different pricing plans to accommodate businesses of different sizes and needs, and that the number of users that can be added to an account will vary depending on the specific plan selected. Before signing up for FreshBooks, it's recommended to carefully consider the needs of the business and research different plan options to determine the best fit.

      It's important to note that FreshBooks charges a monthly fee per user, so the cost to add additional users will increase as the number of users grows. Additionally, some FreshBooks plans may also offer volume discounts or other discounts for businesses that require a large number of users. Generally to cost to add an additional user is only $10 per user per month on most plans.