Invoice and Accounting Software for Small Businesses

freshbooks customer service

The majority of users approved of the software’s easy-to-use invoicing tools, its wide variety of features, and robust mobile app. The platform also offers robust expense management services, built to automate and simplify the expense tracking and reporting process. Its solutions include receipt scanning and storage, categorization options, expense tracking, multicurrency support, and more. FreshBooks and QuickBooks are easy to use, especially if you have accounting experience. Both also include shortcut buttons to help you easily navigate the programs.

You can send messages, answer employee questions, and even add attachments and images with this tool. Serving more than 4.8 million users around the world, QuickBooks is a 5-star accounting software. QuickBooks Online offers advanced accounting features, which enable users to easily gain excellent insight into financials and keep data organized.

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My card had been compromised so I cancelled it but forgot to update the payment details with Freshbooks. Should have at least told me why the account was restricted, to remind me to update the payment details. Updated the new payment details, downloaded what data I needed from the app then requested they close the account.

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Automated Payments

I have been using FreshBooks for my side hustle for several months now to create and send my invoices and to keep track of my expenses. If you’re a small business owner and you’re looking for a simple solution for creating & sending invoices and tracking expenses I highly recommend FreshBooks. However, Freshbooks has changed that with its easy-to-use software. Now I feel confident keeping tabs on my incoming and outgoings.

11 Best Inventory Management Software for Small Businesses – Nav

11 Best Inventory Management Software for Small Businesses.

Posted: Wed, 21 Sep 2022 07:00:00 GMT [source]

I’m sorry to hear that you experienced an issue in accessing this promotional offer. To be clear, we offer both a 30-day free trial period and buy now options, with monthly or yearly subscription options. Someone who knew the product and could answer my questions directly picked freshbooks up the phone before the first ring finished. Apple, Bell and Rogers should outsource all of their support to FreshBooks. They would have a lot of happy customers on their hands. From a support perspective, this meant trickier conversations with customers who are change-adverse.

Freshbooks Customer Service – Email

“I found FreshBooks to be so intuitive. I was easily able to do time tracking, expense tracking, and invoice customers.” You work on multiple projects at once, and it can be costly if billable time is missed. Time Tracking in FreshBooks makes it easy for teams to log time and automatically add it to invoices, so all time is accounted for.

freshbooks customer service

There is still the occasional navigational difficulty, but if you have any trouble using the software, FreshBooks offers strong customer support and provides plenty of tools to help. FreshBooks competes with other popular accounting software tools like QuickBooks, Wave, and Zoho Books. In terms of usage and the user experience, we found it to be most similar to Wave. From there, you’ll choose the client the work is being done for, add the service you are working on, and make a note of what you’re doing. Once you hit stop, the timed project will be saved as a line item.

With FreshBooks, you can accept credit card payments online. All you have to do is connect with one of the FreshBooks payment gateways, WePay or Stripe. The platform offers insightful and detailed dashboards and reports with valuable information available at a glance. Using financial reports, businesses can easily handle tax time as all the numbers are at their fingertips. The software’s expense management tool automates expense tracking, provides cloud storage, and has tax-friendly categories. Tim worked as a tax professional for BKD, LLP before returning to school and receiving his Ph.D. from Penn State.

  • Compared with other accounting software tools, this section is somewhat thin, but again, if you’re a small service-based business, it’s likely sufficient.
  • Clients have multiple payment options, including Mastercard, Visa, Apple Pay, and ACH.
  • While FreshBooks doesn’t have its own bookkeeping service, it does integrate with Bench Accounting.
  • Overall, we found the FreshBooks platform to be one of the easiest to use across accounting software options.
  • The platform does not support payments via ACH or checks outside of the U.S.

It will show basic graphs about your outstanding revenue, total profit, revenue streams, and more. You’ll also be able to add clients one by one, and can do the same for your vendors.Team MembersYou’ll be able to add your company’s employees, your accountant, and any contractors you work with. If a client accepts your proposal, you’ll be able to convert it to an invoice with just a few clicks, which is incredibly easy. Unlimited invoices, expenses, online payments, automated late payment reminders and late fees, accountant access, double-entry accounting, mobile mileage tracking + tons of automation.

Hey Brian, thank you for taking the time to share your review of FreshBooks. I was emailed by Zac my whole data over an insecure email without my permission or request. So anyone can access your data without your permission! This company is impossible to deal with or trust with information.

While FreshBooks offers many popular integration options, such as Gusto, Asana, and Basecamp, only two payment gateways are available. The one thing that hasn’t changed over the years is FreshBooks’ great customer support. FreshBooks highly values its customer service, so much so that every FreshBooks employee spends their first month in customer support. The company has also won numerous customer service awards.

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With FreshBooks, you’ll also be able to create invoices one by one or create recurring invoice templates, which are sent on a repeating basis. Creating invoices with FreshBooks is incredibly quick and easy, and the delivery of the invoices is accurate and immediate.

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