2015
Lynda
Josh Zweig
1:59
English

Get your organization's finances in order with FreshBooks and accountant Josh Zweig. This course shows how to get started with FreshBooks and set up everything from permissions to credit cards to sales tax. Josh, a FreshBooks Certified Accountant, will help you track time against projects and tasks, create estimates and invoices, track expenses, and prepare for the end of the year with various tax reports.
Visit FreshBooks.com to sign up for a free 30-day trial and use your new account to follow along with Josh.

Introduction
Welcome
Who should use FreshBooks?
1. Getting Started with Freshbooks
Signing up for FreshBooks
A tour of the interface
2. Setting Up Shop
Entering the basics
Customizing emails, notifications, and permissions
Setting up sales tax
Accepting credit cards
Adding and editing items
3. Adding People
Creating and editing customers
Importing customers from another accounting system
Creating and editing team members and contractors
4. Time Tracking
Creating and editing tasks
Creating and editing projects
Logging time
5. Estimates and Invoicing
Creating and editing estimates
Setting up a new invoice
Generating an invoice from a project or estimate
Tracking receivables
Adding recurring invoices
Issuing credit notes and accepting deposits
6. Expense Tracking
Adding an expense
Assigning expenses to invoices
Importing expenses from other formats
Connecting a bank account
Managing subcontractors
7. Reporting
Navigating and customizing reports
Inviting collaborators and navigating tax reporting
Conclusion
Overview of add-ons
Next steps

Download File Size:217.89 MB

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