FreshBooks offers a fresh, liberating feel when it comes to managing your books. With this efficient and easy-to-use product, you can avoid stress and save time while you’re entrenched in the complicated world of accounting. With this software, you get mobiles apps that work well, invoicing features that streamline your process and an interface that is almost entirely free of problems. Because of these features, and many others, we award FreshBooks our Gold Award.
You can purchase the software in a variety of different packages. Each version is made for a different business model and size, and as such, offers a level of flexibility that many other services don’t. You can choose between the Sprout, Seeding, Evergreen and Mighty Oak packages, each offering different features. The main difference lies in the amount of clients each version supports, but the Mighty Oak version also supports advanced functionality, such as expense tracking, timesheets and project management for teams-based situations.
Another great option for users of FreshBooks is found in the numerous amount of add-ons available to them. You can use these add-ons for things such as client portals where your clients can view invoices and make payments from their web browsers.
FreshBooks’ efficient dashboard helps you take the stress out of bookkeeping. Anytime you manage your money, you always have the chance of making a mistake, which can obviously cause huge issues with your finances in the long term. However, this bookkeeping software does everything right to eliminate that stress. Upon our first experience with FreshBooks, we were able to do everything we needed within the first 10 minutes of use, including creating clients, branding our account and sending invoices to clients. Of all the software we tested, FreshBooks has the most efficient interface, and we didn’t have any problems while running it. You don’t have to know all the ins and outs of small business accounting software to do what you need to do here.
The process of creating client profiles and sending them invoices is both simple and comprehensive. FreshBooks has auto-fill functions that supply information from previously saved client profiles and drop-down menus that populate items from your inventory log directly on the invoice. After creating your clients and choosing their default currency, the interface automatically fills in that information as well, so you don’t have to. You can send invoices to your clients through email, and you have the option of sending invoices through snail mail. If you choose this option, you purchase stamp credits from FreshBooks and the company takes care of the mailing. You can also save your invoices as PDFs.
FreshBooks has helpful tools for managing tasks, projects, team members and budgets, which help you stay organized all the time. As you grow, you may have more staff members that need access to the software, and you can set permission levels for employees and clients so they can’t see information that isn’t directly pertinent to them.
Getting set up with this cloud-based accounting software was simple, even for first time users. The interface walks you through each step, and you can view a few different tutorial videos to get you on your feet. As with most of the other services, you are only required to enter some personal contact information before you can start using the service, but we recommend you enter as much information as you can. This way, you avoid complications further into your accounting process.
Adding your clientele is a simple process and one that we had no trouble performing. However, FreshBooks is not intended to manage vendors and complex inventory situations. Still, the interface saves simple inventory items you enter, paired with their tax rates and unit costs.
Gaining access to your dashboard through mobile applications is also easy. You can download apps to your mobile devices on both iOS and Android platforms, or you can also do it through mobile browsers on tablets and phones. We found that using the apps was more reliable.
We found FreshBooks’ support team to be the best out of all the online accounting software companies we tested. You can contact support through live chat, phone and email channels, and each team we contacted was exceptional. We experienced minimal wait times when contacting support, and the answers we received were helpful and comprehensive. You can also use FreshBooks’ online resources, which include active user communities, to find answers.
FreshBooks provides video content on its website that is both up to date and extremely helpful for first time users of its small business accounting software. You can also attend regular seminars that focus on a variety of different topics for users of all proficiency levels.
This online accounting software for small business helps you perform your accounting duties in an efficient manner. This is especially true for first time users who have never touched bookkeeping software before. FreshBooks supports a host of different currencies and tax rates, handling even the most complex situations. While you can't manage complex vendor and inventory situations with this software, FreshBooks still offers one of the best accounting solutions on the market.
How Does Your Business Stack Up? Get a Free Business Report Card!Get My Report Card