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FreshBooks Questions
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Can I access FreshBooks on the go? Yes, FreshBooks has a mobile app that is available on both iOS and Android devices. Users can access their accounts, send invoices, track expenses, and manage time entries from anywhere, at any time. The mobile app also offers push notifications for when clients view or pay invoices, making it easier to keep track of payments while on the go.
Can FreshBooks be integrated with other software? Yes, FreshBooks can be integrated with a variety of other software, including project management tools, payment processors, CRM systems, and more. The platform offers direct integrations with popular software like Trello, PayPal, Stripe, and Salesforce, as well as a Zapier integration that allows users to connect FreshBooks to over 1,500 apps.
How does FreshBooks handle reporting? FreshBooks generates various reports, including profit and loss statements, balance sheets, and expense reports, providing users with a clear view of their financials. Users can also customize reports by selecting specific time periods, projects or clients, and report types, providing them with more detailed insights into their businesses.
Can FreshBooks be used by multiple users? Yes, FreshBooks offers multi-user functionality, allowing for multiple team members to access the same account. Users can set various levels of permissions, giving team members different levels of access or editing abilities. FreshBooks also tracks all user activity, making it easier to monitor changes and updates made by team members.
Is FreshBooks secure? FreshBooks takes the security and privacy of its users very seriously. The platform uses SSL encryption to protect data in transit and encrypted Amazon S3 servers to secure data at rest. FreshBooks also includes two-factor authentication, which adds an additional layer of security for user accounts.
Can FreshBooks be used for payroll? While FreshBooks does not offer full payroll services, it does offer integration with Gusto, a third-party payroll processing service. Users can export employee and contractor data from FreshBooks to Gusto, allowing for easy and accurate payroll processing.
What is FreshBooks, and how does it differ from other accounting software? FreshBooks is an online accounting software designed for self-employed professionals and small business owners. It differs from traditional accounting software in its user-friendly interface and simplified features, which allow for easy navigation and organization of financials. FreshBooks streamlines invoicing, expense tracking, time management, and reporting, making it an ideal solution for those who need a simpler, more efficient accounting system.
How does the time-tracking feature work on FreshBooks? FreshBooks users can track their time by using a timer within the system, manually entering time entries, or uploading a timesheet. Time entries can be associated with specific projects or clients, and users can also set a billable rate for each project. The time-tracking feature can also be linked to invoices, making it easier to bill clients for time worked.
How does FreshBooks handle expense tracking? FreshBooks allows users to track expenses by either manually entering them or using the mobile app to take pictures of receipts. Expenses can be categorized and assigned to specific projects or clients, making it easier to track and bill for expenses. The software also offers bank connectivity, which allows users to import expenses directly from their bank accounts.
How does FreshBooks handle invoicing? FreshBooks offers customizable, professional invoice templates that users can tailor to their needs. The software auto-populates client information and makes it easy to add services, products, or hours worked on each invoice. FreshBooks also offers automatic payment reminders, credit card processing, and a feature called Auto-billing, which allows users to set up recurring invoices for clients on a predetermined schedule.