How to Switch to FreshBooks Accounting

To create an Estimate on FreshBooks, follow the steps given below:

• Open your FreshBooks account
• Navigate to the ‘Dashboard’ page
• Click on the ‘Create New’ option\
• Choose Estimate
• Add Client, services, and cost
• Click on Send
• Once the client approves, you can convert it to an Invoice in one click

To Run Reports on FreshBooks, follow the steps given below:

• Open your FreshBooks account
• Navigate to Reports
• Now you can analyze your work reports including Expense report, Profit and Loss, sales tax summary etc.

To collaborate on Projects on FreshBooks, follow the steps given below:

• Open your FreshBooks account
• Navigate to the ‘Projects’ page
• Click on the ‘Create New’ button
• Choose a type of project
• Add client, team members and the services you will be working on
• Click on save

To create a proposal in FreshBooks, follow the steps given below:

• Open your FreshBooks account
• Navigate to the ‘Estimates’ section
• Hit ‘Create New’
• Choose ‘Proposals’
• Input the required details

To create an Invoice on FreshBooks, follow the steps given below:

• Open your FreshBooks account
• Navigate to the ‘Dashboard’ page
• Click on the ‘Create new’ button
• Select Invoice
• Choose a client
• Add a line item
• Click on send to see a final overview of the Invoice
• Click on Send Invoice