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Why Business Owners Love FreshBooks

“We had a record year this past year. Could we have done it without FreshBooks? I don’t know how we would have.”

VICTORIA ADAMS

PRINCIPAL / CREATIVE DIRECTOR – EXCENTRIC AGENCY

“I found FreshBooks to be so intuitive. I was easily able to do time tracking, expense tracking, and invoice customers.”

GRAHAM PUGH

CO-FOUNDER, PROPEL CLEAN ENERGY PARTNERS

“The competitve pricing of FreshBooks and the user interface, it’s just very user-friendly. For someone in branding and marketing PR, that’s important.”

CAROLINA RAMIREZ HERRERA

OWNER, CRH COLLECTIVE

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Unlock all features for 30 days Unlock all features for 30 days
FreshBooks Product:

Try It Free for 30 Days
Lite
($19.00) ($205.20)
($3.80) ($144.40)
Plus
($33.00) ($356.40)
($6.60) ($250.80)
Premium
($60.00) ($648.00)
($12.00) ($456.00)
Select
(Custom)
(Custom)
TRACK AND ORGANIZE CLIENT INFO

Lite

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Billable Clients

5 Clients 50 Clients Unlimited Unlimited
Client Profiles and Account Statements i Checkmark Checkmark Checkmark Checkmark
Clients Can Store Credit Card Info i Checkmark Checkmark Checkmark Checkmark
Client Account Portal i Checkmark Checkmark Checkmark Checkmark
Client Credits i Checkmark Checkmark Checkmark Checkmark
Customized Email Templates and Signatures i Checkmark Checkmark
Automated Client Emails with Dynamic Fields i Checkmark Checkmark
Remove FreshBooks Branding from Client Emails i Checkmark
 
BILLING SOLUTIONS

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Unlimited Estimates i Checkmark Checkmark Checkmark Checkmark
Accept e-Signatures i Checkmark Checkmark Checkmark
Unlimited + Customized Invoices i Checkmark Checkmark Checkmark Checkmark

Automated Recurring Invoices

Checkmark Checkmark Checkmark Checkmark
Scheduled Late Fees i Checkmark Checkmark Checkmark Checkmark
Automated Late Payment Reminders i Checkmark Checkmark Checkmark Checkmark
Accept Deposits i Checkmark Checkmark Checkmark Checkmark
Manage Budget and Billing for Projects i Checkmark Checkmark Checkmark Checkmark
Unlimited Proposals i Checkmark Checkmark Checkmark
Client Retainers i Checkmark Checkmark Checkmark
 
CLIENT PAYMENT OPTIONS

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Plus

Premium

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Online Credit Card Payments i Checkmark Checkmark Checkmark Checkmark
Online Bank Transfers (ACH) i Checkmark Checkmark Checkmark Checkmark
Checkout Links Get You Paid Without Invoicing i Checkmark Checkmark Checkmark Checkmark
Access to Lower Credit Card Transaction Fees and Capped Bank Transfer (ACH) Fees i Checkmark
Securely Accept Credit Card Payments in Person or Over the Phone i Checkmark
Secure Card Storage i Checkmark
Charge Client Credit Cards i Checkmark
 
MANAGING YOUR BUSINESS

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Unlimited Time-Tracking i Checkmark Checkmark Checkmark Checkmark
Unlimited Expenses i Checkmark Checkmark Checkmark Checkmark
Automated Bank Import i Checkmark Checkmark Checkmark Checkmark
Mobile Mileage Tracking i Checkmark Checkmark Checkmark Checkmark
Tax Time Reports i Checkmark Checkmark Checkmark Checkmark
Business Health Reports i Checkmark Checkmark Checkmark Checkmark
At-A-Glance Performance Dashboards i Checkmark Checkmark Checkmark Checkmark
Double-Entry Accounting Reports i Checkmark Checkmark Checkmark
Bank Reconciliation i Checkmark Checkmark Checkmark
Accountant Access i Checkmark Checkmark Checkmark

Email Receipts Right to Your Account

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Expense Receipt Scanning

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Project Profitability i Checkmark Checkmark
Accounts Payable i Checkmark Checkmark

Bill Receipt Scanning with the Ability to Add Line Items

Checkmark Checkmark

Bill Receipt Scanning with Multiple Line Item Data Capture

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Instantly Capture Every Line Item on Bills i Checkmark
2 Team Member Accounts Included i Checkmark
Exclusive access to Select Support i Checkmark
Customized Onboarding Services i Checkmark
Simplify your data migration with Easy Switch i Checkmark
 
ADD-ONS

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Plus

Premium

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Advanced Payments i $20/mo $20/mo $20/mo Included
Team Members (per person) i $11/mo $11/mo $11/mo $11/mo
FreshBooks Payroll i $40 + $6/per person each month $40 + $6/per person each month $40 + $6/per person each month $40 + $6/per person each month
 

Award Winning Support

Our support staff is with you every step of the way, starting the moment you make the switch from spreadsheets or any other accounting software.

100% Safe and Secure

FreshBooks protects your personal info and your client’s info with industry-standard SSL and encryption so everything is always safe and secure.

Satisfaction Guarantee

Start a free 30-day trial today, no credit card required. Or buy now and save on a FreshBooks plan, with a promise that if you aren’t satisfied you can contact us (customersuccessteam@freshbooks.com) anytime within the first 30 days after purchase for a full refund. 

Frequently Asked Questions

How does the 30-day free trial work?

Try it, it’s on us. As a small business owner, you get unlimited access to FreshBooks accounting software through our 30-day free trial, with no contracts and no credit card required. You even get free phone and email support in case you have questions about setting up your account.

That’s right, the free trial period gives you have access to all of our unlimited invoicing features, expense features, project management tools, the FreshBooks mobile app, business finance reports, and as many billable clients as you need. Basically, all the features growing businesses need to keep growing are available to try out.

Need more answers? Check out this great article on the FreshBooks blog: How to Make the Most of Your Free 30-Day FreshBooks Trial

What happens after my free trial?

With the free trial, you can use FreshBooks at no charge for 30 days (no credit card required).

After your trial is up, you can choose from one of several FreshBooks pricing plans. Each plan has different workflows and accounting solutions for businesses at different stages, as well as client limits or unlimited billable clients, depending on your specific needs.

If you’re not ready to subscribe, no problem. Your invoices, expenses, bank transactions, and other data will be securely stored in case you decide to upgrade later on. If you had a bank account connected to your account, the connection will be severed until you resume using it.

If you’re wondering “how much does FreshBooks cost?” Just take a peek above for all FreshBooks pricing plans.

Do I need to install any software?

FreshBooks and all FreshBooks features are 100% web-based, meaning you can access them anywhere. There’s no accounting software to install on your computer. You can even use FreshBooks accounting software on your mobile device.

However, if you want to access FreshBooks accounting software on your mobile device you will need to install the iOS or Android app. Your account will sync with the app, so everything you see on your phone is the same as on your desktop. You can do basically all of the same business and accounting tasks on the go that you can do on your desktop.

Is my data safe?

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.

Want to learn more? Check out this article from our blog: How Secure Is Your Data in the Cloud?

How long will FreshBooks be around?

We are not going anywhere. Since 2003, over 30 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.

What if I need help getting started?

If you need help setting up your account, or have any questions about using FreshBooks, one of our Account Specialists is ready to spring into action. It’s the kind of support you always wished you had, and guess what? It’s free forever.

Toll Free North America (9 AM – 5 PM EST)

1-888-674-3175

Toll Free Outside USA/Canada (8 AM – 4 PM GMT)

+44 (800) 047 8164

How do client limits work in FreshBooks pricing?

The client limit on each of FreshBooks plans 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 at a later date.

Here’s a quick breakdown of billable clients in FreshBooks:

– Lite: 5 billable clients

– Plus: 50 billable clients

– Premium: Unlimited billable clients

– Select: Unlimited billable clients (+ custom pricing plans)

Is FreshBooks just an accounting solution or will it help me fill out my tax return?

The short answer is YES, it will!

Here’s the long answer:

FreshBooks accounting software has accounting reports for small businesses, like the Profit and Loss Report and Sales Tax Summary, which have the key numbers you need to fill out and file your tax return. We’ve even put together a list of handy resources to help you get ahead of tax time, which you can check out below. If you need double-entry accounting or bookkeeping help with filling out your return, check out our Accounting Partner Program to get matched with one of our vetted accounting or tax professionals.

Learn about the Profit & Loss Report here.

Learn about the Sales Tax Summary Report here.

Get a quick overview of reports in this short video.

If I connected my bank account to FreshBooks, how do I know my data’s safe?

We are committed to ensuring your data’s security and protection by implementing SSL policies and ensuring we’re PCI compliant. We also work with partners who have security measures in place to ensure your business finances are safe.

That means that any of your data entered into FreshBooks is totally safe, and when you enter new customers into your account their information is just as safe.

What’s is double-entry accounting?

There is no difference between a double-entry bookkeeping and a double-entry accounting software. Some refer to it as double-entry bookkeeping, while others refer to it as double-entry accounting or double-entry journal accounting. All have the same fundamental difference from a single entry accounting or bookkeeping system.

A single entry system involves creating a single entry for all business transactions to the accounting records. In contrast, a double-entry accounting system means every business transaction amount is recorded in two accounts. Additionally, a double-entry bookkeeping system reduces the risk of accounting errors and offers a level of financial transparency that single-entry can’t provide.

In FreshBooks, you and your accountant have access to all of the double-entry accounting reports you need to properly operate and grow your small business.

How much does FreshBooks charge per transaction?

Depending on the type of payment processor you use, there are different costs associated with processing payments in FreshBooks. We know pricing is important to your bottom line, so you can count on no hidden fees and transparent FreshBooks pricing. Compare all the payment options FreshBooks offers and call us if you need more information.

FreshBooks Payments

– Credit: 2.9% + $0.30 per transaction

– Bank Transfers (ACH): 1% bank transfer fees*

– Secure for you and your clients

– Accept all major credit cards

– Bank Transfers (ACH) connects to most major banks in the U.S.

Stripe

– 2.9% + $0.30 per transaction on most cards

– Mastercard, Visa, AMEX, and Apple Pay

– Bank Transfers (ACH): 1% bank transfer fees*

– Secure for you and your clients

– Accept all major credit cards

– Bank Transfers (ACH) connects to most major banks in the U.S.

PayPal

– 2.9% + $0.30 per transaction

– Trusted by millions of users around the world

– Accept Visa, Mastercard, and American Express

– Accept Venmo and PayPal Credit

– Take payments in 25 currencies from 202 countries

*Bank Transfers (ACH) is only available for US customers

If you want even lower transaction rates then check out FreshBooks Select Plan.

With FreshBooks Select, you get preferred Bank Transfers (ACH) and credit card transaction rates,

a dedicated Account Manager, customized training for you and your team, and much more.

What are FreshBooks’ specialized features?

FreshBooks has a number of specialized features you won’t find in any other accounting software. Here are 3 that we know our customers absolutely love.

Project Profitability – Powerful Ways to Track Each Project’s Profitability

View a more detailed breakdown of each of your projects with the Project Profitability Widget, Profitability Summary Report, and Profitability Details Report. These tools give you an in-depth analysis of how each project is performing. It makes it easy to always know where your money is going. Check out all the details here.

Want to hear about Project Profitability in action? Check out this case study: How Zachary Uses Project Profitability to Save $2k per Month

Simple Workflows Like Converting Estimates & Proposals to Projects

This is just one example of a time-saving workflow in FreshBooks, but you can easily convert an estimate or proposal into a project with a single click. The same customer that got your estimate or proposal now has a project assigned to them, and any and all services that were added in the estimate or proposal are now added to the project.

Check this out to learn more about how useful Estimates can be: Landscapers Marc & Darryl Broke Even in 3 Months Using FreshBooks Estimates

FreshBooks Accounting Partner Program

Are you an accountant seeking deeper connections with your clients through collaborative accounting? The Accounting Partner Program was launched to help you with exactly that, and you can join any time.

Can FreshBooks replace QuickBooks Online or Xero?

We could write an eBook detailing why FreshBooks is the best accounting software for your business, and a better solution than Quickbooks Online, Xero, Zoho, Wave, or any other accounting software. However, the best way for you to decide is to start a 30-day free trial. You get to use all the user-friendly features and you don’t need a credit card to sign up.

FreshBooks is the perfect solution for everyone, from very small businesses all the way up to established tech companies with big teams. Kind of like this one: Erik’s Health-Tech Startup Relies on FreshBooks to Keep Cash Flow Strong

Want more information about which of the FreshBooks plans is right for you? Check out this blog article: Wondering Which FreshBooks Plan Is Right For You?

If you want a thorough breakdown, before you start a trial, of the main reasons FreshBooks is a better accounting software then check out the links below.

FreshBooks vs QuickBooks

FreshBooks vs Xero

WHY BUSINESS OWNERS LOVE FRESHBOOKS

553 HRS

Save up to 553 hours each year by using FreshBooks

$ 7000

Save up to $7000 in billable hours every year

160 +

People in over 160 countries have used FreshBooks