There’s still no way to create default email messages, but the built-in chat feature is one of the coolest parts of FreshBooks. 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. Being able to track individual projects is incredibly helpful for those who want to keep track of time spent on certain tasks.
- FreshBooks’ invoice-focused accounting software works nicely for freelancers, contractors and solopreneurs who collaborate with their clients and get paid mostly via invoice.
- Images of the software will be included so that you can get a sense of what it’s like to use FreshBooks.
- I’ve been using them ever since I started my web design and marketing business a few years ago.
- If you go with an annual subscription, you’ll get a 10% discount.
- FreshBooks automates some bookkeeping tasks and helps you keep track of income and expenses.
- Some popular integrations include Gusto, Hubspot CRM, SquareSpace, Zapier, Gmail, Microsoft Outlook, Slack, and Zendesk.
- FreshBooks also runs frequent sales that lock in deep discounts for your first six months.
The Premium plan lets you send unlimited invoices to an unlimited number of clients. Additional features include vendor and bill management, a reporting tool called Project Profitability, and customizable email signatures. FreshBooks’ biggest drawbacks are its limits on users and billable clients. It includes one user in all plans but the Select tier (which allows two users); each additional user costs $11 per month.
FreshBooks has always been simple to use, and the company has been rolling out small navigational updates nearly every month to improve usability. The software is easy to set up and requires little previous bookkeeping experience. The company is listening freshbooks to users and has addressed previous navigational issues. 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.
FreshBooks offers over 100 integrations to cover just about any need businesses might have. 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 pros and cons
Images of the software will be included so that you can get a sense of what it’s like to use FreshBooks. Once a client approves an estimate within the portal, you can convert it to an invoice with one click. You can also use FreshBooks to store, approve and reject any estimates and proposals sent to you by anyone else who uses FreshBooks’ accounting software. When you track time on FreshBooks, the hours you log can be easily added as line-items to any invoice for easier billing.
To access all features, you’ll pay a little more than you will with FreshBooks. But Xero’s full accounting suite that integrates with other popular software covers all of your bases. Finally, although Xero’s interface is easier to learn than QuickBooks, it still isn’t as innately intuitive as FreshBooks. The contact section of this accounting software allows you to add basic client information and internal notes. You can also set a default currency and language and create default invoice reminders and late fees for each customer.
Limits on users and clients
We like that you don’t have to create them on a separate screen and then add them to an invoice, which was the case with other software we reviewed. If you want to rearrange lines on an invoice, you drag and drop them into place. Unlike FreshBooks, Xero includes inventory tracking with every plan. It also lets you add as many users as you want at no additional cost, which makes Xero’s accounting software ideal for financial collaboration.
FreshBooks streamlines the creation of accounting reports by pulling in data from invoices, payments, expenses, and your bank account. FreshBooks also provides the ability to invite your accountant to view your account. FreshBooks is an accounting software that’s designed for small businesses with up to 50 employees. Because of the easy-to-navigate interface, FreshBooks is accessible to those who have little knowledge of or experience with accounting. We recommend FreshBooks for freelancers who are just starting out and need a quick-to-implement, intuitive invoicing and accounting tool.
FreshBooks Editor’s Score: 9.0/10
FreshBooks integrates with over 100 great apps to streamline work for business owners, keep teams and clients connected, and better understand your business. FreshBooks is an excellent accounting option for small businesses, boasting a sleek interface that is easy to use, a strong feature set, and multiple integrations. Many accounting software programs, such as Wave and QuickBooks Online, now offer bookkeeping services. While FreshBooks doesn’t have its own bookkeeping service, it does integrate with Bench Accounting. One of the coolest features of FreshBooks is the proposals feature. It’s well-developed and allows you to showcase your work with plenty of space for writing, images, and attachments.
- You’ll find integrations for brands like Stripe, Gusto, Outlook, Zoom, Bench, and others.
- Use the FreshBooks mobile app to snap a photo of your receipt from lunch and upload it into FreshBooks, where you can then drag the uploaded receipt image into the expense screen.
- FreshBooks receives predominantly positive reviews from its customers.
FreshBooks has also added numerous enhancements to invoices and the overall workflow. For example, a new Preview tab shows you how an invoice will look before you send it. It would be nice, though, if there were more invoice customization options.