How To Use FreshBooks

Part 1© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 1

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This will be a two-part tutorial

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About the basics you need to understand

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In using FreshBooks

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Part 1, will be the overview about

FreshBooks© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 6

And the Invoicing, Expense Tracking and Time Tracking

features © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 7

Part 2 will focus about the Reports

feature

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At the end of this tutorial,

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You should be able to learn

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What FreshBooksis

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Register your own FreshBooks

account© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 12

Learn FreshBooks

Invoicing feature© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 13

Learn FreshBooks

Expense Tracking feature

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Learn FreshBooks Time Tracking feature© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 15

Let’s get started!

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What is FreshBooks?

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Accounting Made for the Non-Accountant

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What can you get from using

FreshBooks?© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 19

Create and Send Your Invoices

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Organize Your Expenses with

Ease© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 21

Track Time Wherever You

Are© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 22

Know Your Numbers with FreshBooks

Reports© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 23

Let’s see how FreshBooks can make your life

easier© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 24

For this tutorial, we will just use the trial version

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First, we need to register

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Open your browser

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On the web address bar

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Type: www.freshbooks.com

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Press Enter

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You will be directed to FreshBooks

website

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Let’s enter the details

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Click the GreenButton

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Try it Free for 30 Days

You will be directed to set up

your account© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 39

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Fill the required details

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Click the Greenbutton “Next”

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Then complete the details

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Click the Greenbutton

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You can now continue with your account

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From here, we can use

FreshBookstools…

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…to create and send Invoice

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…to track Expenses

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…to track Time

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… and to create Reports

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First, let’s try creating an

Invoice© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 56

Click on the Invoices Tab

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Then click the New Invoice

button© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 59

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As you are newly registered to

FreshBooks…© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 61

…you will be required to

provide© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 62

…other business information

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Click Next

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Choose one

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Continue on to your invoice!

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But first, you have to create a

new client

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Fill the details needed

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Click Save Client

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You can now fill the invoice

details

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You can customize your

invoice

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When you’re done, you may…

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…save it as draft, send by email or

by snail mail

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Let’s choose to save it as draft

for now

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Click Save as Draft

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You can preview the Invoice

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Download a PDF copy

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And send it when you’re ready

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You’re Invoice looks like this:

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CONGRATULATIONS!!!

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You now have your first invoice

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Next part is how to track your

Expenses© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 89

Click the Expense tab

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Click New Expense

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Fill in the details

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Then click Add Expense

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You will see the list of your Expenses

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And you can continue adding

more of your expenses

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You can use the other functions

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That’s how you use the Expense Tracking feature© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 103

CONGRATULATIONS!!!

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We can now proceed to the Time Tracking

feature© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 105

Click the Time Tracking Tab

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And you will see the time sheet

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The default is a Monthly

Timesheet© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 110

You are required to put a Project

and a Task© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 111

Create a New Project first

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Click here

Choose [new project]

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You will be asked for confirmation

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Just click OK

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Fill in the details

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When done, click Save

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You will be notified about the

project you created

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You can now start logging

hours© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 123

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You will be directed back to the Timesheet

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Click Start Timer

The timer will appear

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Choose the Project and Task

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Start your timer

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You may also add a note to

your time© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 134

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Then Log Hours

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You can see your Time Log in the

calendar© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 138

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And on the summary

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And that’s it!

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You know already the Time Traking

feature© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 143

CONGRATULATIONS!!!

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You now know the three basics of FreshBooks

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Reports and other features will

be on Part 2© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 146

Thank you for learning with me

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Accounting can be fun

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Accounting can be easily done

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See you again on the next tutorial

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