
With our invoice generator, it’s simple to create and customize your invoice, add your logo and personalize your thank you email. FreshBooks can be adapted for a custom woodworking shop by using its accounting and invoicing features to manage your finances and client billing. For payroll, FreshBooks integrates with Gusto to handle payroll needs, making it easy to manage employee payments and taxes. The interface is thoughtfully designed, making it approachable even for users who are completely new to accounting.

Do You Feel Like Your Support Professional Will Stay on the Line as Long as You Need Them To?

I’m aware we can manually delete after some time but having them expire leaves us some history as to our prior engagements with clients and prospects. Users also seem to love the Freshbooks mobile app for iOS and Android that supports work on the go. They say the mobile apps are very helpful when a client has a question, and you don’t have immediate access to your desktop. In this FreshBooks review, we’ll go over the basics of the software and focus on the key features, the main pros and cons, and reviews from real customers. You can set up a gateway for clients and customers to make payments using FreshBooks’ own payment function. There’s a transaction fee of 2.9% plus 30¢ QuickBooks per transaction.
- Very customer focused, and ethical re their signup policy.
- On the left side of the screen, you’ll find the main navigation menu of the program’s primary categories.
- You must immediately notify FreshBooks of any unauthorized use (or suspected unauthorized use) of your access credentials.
- Still, you’re able to send payments with credit cards and bank transfers and track unlimited expenses, some of the key tools freelancers need.
- Some of the links on our site are from our partners who compensate us.
- You can accept online customer payments using FreshBooks’ own payment function, WePay.
- Sending invoices was easy, tracking expenses was easy and creating a P&L for taxes was easy too.
Business Finances
This plan also allows you to easily keep track of payroll through a Gusto Payments integration. Using FreshBooks for automated billing and online payments saved me hours each week. My clients appreciate the professional invoices and payment reminders, and I love the clear reports that help me track my business finances. Simplify your finances with FreshBooks cloud accounting software. Manage invoices, Bookstime expenses, payments, and cash flow efficiently. Automate bookkeeping tasks and gain real-time financial insights to make smarter decisions and grow your business with confidence.

FreshBooks Accounting Partners

And freshbooks if expense tracking is one of your top requirements, FreshBooks’ cheapest plan could suit you better than Xero’s, which doesn’t have built-in expense categorization. If you’re searching for accounting software that’s user-friendly, full of smart features, and scales with your business, Quickbooks is a great option. FreshBooks is a great option for freelancers, small business owners and anyone who needs to send invoices and accept payment as part of a business. On the other hand, if you’re a larger team or want more customization options or more than one person on the account, it may be worth considering another option such as QuickBooks.
- If you have numerous clients, you will have to upgrade to one of the more expensive plans.
- I am running a small waterproofing business too so I don’t see how that’s wrong.
- I couldn’t understand why and to be honest, this new portal looked a bit dodgy.
- It occasionally runs sales that reduce the monthly price by 70%, and you can also save 10% by paying for FreshBooks annually.
- If they don’t ask you about the type of business you run, you likely won’t get tailored service.
The app assists with time tracking and lets you create invoices on the spot, such as immediately after meeting with a client. You can also use the app to capture receipts, chat with customers and check invoice status. The FreshBooks Accounting app is rated 4.7 out of 5 on the Apple App Store, indicating a high degree of customer satisfaction. We really like that FreshBooks makes it easy to schedule recurring invoices to go out weekly, monthly, annually or as often as needed.
- We like that the FreshBooks Payments integration is powered by Stripe and supports a wide range of payment methods, including credit cards, ACH transfers, Apple Pay, Google Wallet, PayPal and Venmo.
- He wanted to ensure there was a streamlined, easy-to-use platform that simplified invoicing and accounting.
- On the other hand, FreshBooks has limitations for larger companies or teams.
- Whether you’re a seasoned business owner or new to accounting, FreshBooks delivers everything you need to stay organized, get paid faster, and focus on growing your business.
- I have had several issues that I created that I needed help fixing and fresh oil customer support was always ready and quick to help.
When you’re having an accounting-related crisis, the last thing you need is to feel rushed or abandoned by your lifeline. Many busy call centers have quotas on call handling time to ensure the maximum number of calls are answered. While this is admirable if a customer support agent feels pressure to take more calls, their quality of service may suffer. Though my accountant uses Xero, I keep my personal records through Freshbooks. Superlative and friendly customer service that is detailed and resolves any issues completely.

Pramod was very attentive and helpful
Support always takes the time to make sure all my questions are answered thoroughly, very impressed. Yes, FreshBook is a 100% legitimate company that was founded in 2003 and has over 30 million users in 160+ countries. There’s a clear Invoice tab on your dashboard, and FreshBooks walks you through the steps of creating your first invoice. You can customize every invoice with your logo, and you can save templates to easily set up recurring invoices. The interface is incredibly clean, and you can click on any element and adjust it to your needs.

