How do I add my logo to FreshBooks?
Access your Logo & Theme
- Click on the gear icon in the top left corner.
- Next, click on Settings.
- Then click on the Logo & Theme sub-tab.
Can FreshBooks integrate with QuickBooks?
Use FreshBooks Connector to connect QuickBooks Online with FreshBooks and you will never manually enter data again, saving you hours every day! FreshBooks Connector will automatically: Share any updated or created products from FreshBooks to create an item in QuickBooks Online. Ongoing support service from our team.
How do I customize my FreshBooks invoice?
FreshBooks has some great Invoice customization options available to you, so you’re able to create Invoices both you and your Clients love….Invoice Headers
- Go to Settings.
- Click on the Template sub-tab.
- In the How do you bill? section, choose your options (to show Items only, or Time only, or both)
- Click Save to finish.
How do I switch from FreshBooks to QuickBooks online?
How it works for FreshBooks to QuickBooks Online migration
- Reach out to our team.
- Connect FreshBooks and QuickBooks Online.
- Choose a date of your switch.
- Move your data to QuickBooks Online.
- Start using your new platform!
How do you change terms in freshbooks?
To choose your Client’s Currency and Language, use these steps:
- Go to either:
- Then under Client / Invoice / Estimate/Proposal Settings, click on Currency & Language (Client must be selected on Invoice/Estimate/Proposal first)
- Adjust the Language and/or Currency by choosing a new one from the dropdown.
- Click Done.
What does FreshBooks integrate with?
Square integrates with FreshBooks to make invoicing and accounting easy for Square sellers. Create professional-looking invoices and automate payments with billing reminders, stored credit cards, or upfront deposit requests. Learn more about integrating Square with FreshBooks.
How do I add items to FreshBooks?
New Item
- Click on the gear icon in the top left corner.
- Click on Items & Services.
- Click on the Create New…
- Select Item.
- Enter a Name for your Item.
- Include a Description if you’d like (otherwise, leave blank if it’s different every time)
- Add a Rate (if the price differs every time, you can leave this blank)
How do you change terms in FreshBooks?
How do I mark an invoice as paid in FreshBooks?
Alternatively, if you’d like to mark multiple Invoices as Paid in bulk, use these steps:
- Go to the Invoices section.
- Tap on the checkmark icon near the top right corner.
- Select the Invoices you want to mark as paid.
- Tap on Mark As…
- Select Mark as Paid.
- Enter the payment details and tap on Add to finish.
How do I change invoice number on FreshBooks?
Go to the Invoices tab. If the Invoice is active or archived, find it and click on the edit link. Then you can change the number to something else (to free up the original number)