How to Use FreshBooks Part 1

How To Use FreshBooks

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

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

This will be a two-part tutorial


About the basics you need to understand


In using FreshBooks


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


At the end of this tutorial,


You should be able to learn


What FreshBooksis


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


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

Let’s get started!


What is FreshBooks?


Accounting Made for the Non-Accountant


What can you get from using

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

Create and Send Your Invoices


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


First, we need to register


Open your browser


On the web address bar


Type: www.freshbooks.com


Press Enter


You will be directed to FreshBooks

website



Let’s enter the details




Click the GreenButton




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


Fill the required details



Click the Greenbutton “Next”




Then complete the details


Click the Greenbutton



You can now continue with your account



From here, we can use

FreshBookstools…


…to create and send Invoice


…to track Expenses


…to track Time


… and to create Reports


First, let’s try creating an

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

Click on the Invoices Tab



Then click the New Invoice

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


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




Click Next


Choose one


Continue on to your invoice!



But first, you have to create a

new client


Fill the details needed



Click Save Client



You can now fill the invoice

details



You can customize your

invoice


When you’re done, you may…


…save it as draft, send by email or

by snail mail



Let’s choose to save it as draft

for now


Click Save as Draft


You can preview the Invoice


Download a PDF copy


And send it when you’re ready


You’re Invoice looks like this:


CONGRATULATIONS!!!


You now have your first invoice


Next part is how to track your

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

Click the Expense tab



Click New Expense



Fill in the details



Then click Add Expense



You will see the list of your Expenses



And you can continue adding

more of your expenses


You can use the other functions



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

CONGRATULATIONS!!!


We can now proceed to the Time Tracking

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

Click the Time Tracking Tab



And you will see the time sheet



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



Click here

Choose [new project]


You will be asked for confirmation


Just click OK


Fill in the details



When done, click Save



You will be notified about the

project you created



You can now start logging

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


You will be directed back to the Timesheet




Click Start Timer

The timer will appear



Choose the Project and Task



Start your timer



You may also add a note to

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


Then Log Hours



You can see your Time Log in the

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


And on the summary



And that’s it!


You know already the Time Traking

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

CONGRATULATIONS!!!


You now know the three basics of FreshBooks


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


Accounting can be fun


Accounting can be easily done


See you again on the next tutorial

presentation© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 150

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How to Use FreshBooks Part 1

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