freshbooks review

With FreshBooks’ invite your accountant functionality, my accountant not only got quick remote access, but also had access to all the right documents in all the right format. When you set up a new client, you just enter their information and they become part of the system. Like a lot of trendy, web-only software – FreshBooks has a simple, straightforward user-focused design.

  • These days, I’m a trusted media expert on all things rideshare and have a number of contributors across the country who are all driving for Uber and Lyft and other gig companies.
  • The proof of this dedicated approach is their new FreshBooks version, which simplifies the function of the current system, and adds long-awaited, advanced features.
  • The number of billable clients is the only differentiator between FreshBooks Plus and Premium.
  • Therefore, it’s quick and easy to get set up using FreshBooks and won’t take you an extended amount of time to figure out how to make the most of their platform.
  • This is great when tax season comes around because the categories are similar to what the IRS uses on their forms.

If that doesn’t work, click on the chat icon right from inside your FreshBooks account and you can bring up a live chat menu. While it’s true that adjusting entries it may take some time depending on their customer load at that moment, you will eventually get to speak to someone who can help you directly.

Freshbooks Review: The Bottom Line

The invoice includes a link to FreshBooks Payments, where they can pay by credit card or by ACH transfer, which means a quicker turnaround time and less time spent hounding clients for payment. If you’re self-employed,FreshBooks was created to give you an easy way to track income and expenses.

This tracking is made available for both full and part-time employees. It is important to note that this is not as efficient as other time tracking ways, and as such, you might need a time clock or payroll software. One of the main focus of FreshBooks is helping owners of small businesses to save time. This implies that the apps already used by business owners can be integrated . But businesses who sell products and want a more extensive bookkeeping feature-set with customizations will find other software such as Xero a better fit. Advanced accounting tools are available for payroll management, monitoring cash flow and sales tax through its customizable reports, maximizing your tax deductions, and bank reconciliation. While you add new clients when raising an invoice for them, the Clients dashboard lets you add and manage your client info separately.

freshbooks review

You can also customize your payment terms, add a note to your customer, request a deposit, and create a payment schedule directly on your invoice with just a few clicks. FreshBooks Payments, which allows you to accept payments online, costs 2.9% plus 30 cents per transaction. Alternatively, you can connect your Stripe account to the system. This applies to business partners, contractors and employees you add to your account. Read all our reviews for the best options in accountings software. Thank you for getting in touch with your feedback about the new FreshBooks version. Archived clients still count as active clients as the archived folder is used as an organizational folder.


The service delivers a neat experience depending on what kind of business you run, and if you’re a one-man-band then there’s very little to go wrong it seems. FreshBooks’ reporting feature still loses to QuickBooks Online and is on par with Wave, which offers these features for free. FreshBooks’ customization options are limited and not as powerful as QuickBooks Online or Xero. Although the reports’ layouts are simple and scannable, Wave’s templates are easier to look at, as they include a summary at the top of the reports.

Freshbooks customer service and the associated support options are excellent. There is no other mainstream accounting platform that rivals Freshbooks in terms of its customer service. This can easily be observed from the swift and consistent responses to client queries across multiple review sites. Importing & Exporting – Freshbooks allows you to import clients and expenses as .csv files. There’s no way to personally import items or services, which is something of a drawback given this should be an easy fix. But if you send a file to FreshBooks support, the company will import the data for you. You can export reports and download estimates/invoices as .pdf files.

I decided to test it out and see if it really stood up to the hype. Applicant Tracking Choosing the best applicant normal balance tracking system is crucial to having a smooth recruitment process that saves you time and money.

Want To Grow Your Business?

The classic version generated 22 reports whereas the new version generates only 8. However, FreshBooks has addressed this concern by allowing the users to switch to the classic version.

freshbooks review

With the most basic of Zoho Books, you’ll be able to add 50 contacts, two users, and create five automated workflows. You’ll also have functionality such as bank reconciliation, custom invoices, expense tracking, projects, and timesheets. This plan is very similar to FreshBooks Lite—but at $9 per month, is less expensive and allows for more users and clients. Zoho Books is the perfect FreshBooks alternative if you are looking for an affordable tool that gives you access to many clients and also has the same features as FreshBooks.

Employees can access their projects, tracked time and expenses. Contractors can view only the projects you’ve added them to, and they can track time toward those projects. Accountants can see your dashboard, reports, expenses and invoices, but they cannot create invoices. You can email invoices and receive updates when your clients view and pay them.

After you enroll, you’re automatically billed on a month-to-month basis and can cancel at any time. However, for the more unusual requests you may have, or indeed if you prefer a human to advise you, then there’s an easy-to-find phone number in the same section of the site. Live support is available from Monday to Friday, 8am to 8pm EDT in the US. Alternatively, FreshBooks has a support email address to beef up the contact and support options. Accounting software can be a long and arduous journey if you’re not au fait with its different sensibilities, let alone the work involved in mastering a new system.

The pricing packages offered by Sage 50cloud is the most expensive accounting software solution compared to the other solutions mentioned above. Just like some of the solutions mentioned above, they also provide three different pricing plans, all of which are expensive, and they all depend on the type of features that are offered. The Sage 50cloud Pro Accounting plan offers all the essential accounting tools at a monthly cost of $45. The Premium accounting plan and also the Quantum accounting plan is for people who want access to more advanced tools. These plans are available at a monthly fee of $70 and $176, respectively. FreshBooks and Harvest are both cloud-based accounting solutions that provide help to owners of small businesses so that they can efficiently manage their finances. The major differences are that Harvest’s main focus in on activity and time tracking.

The basic plan is $6 a month, the Plus plan $10 a month, and the Premium plan $20 a month. recording transactions This is a common pricing tactic deployed by nearly all accounting platforms .

On the other hand, most compromises and hacks are done through online means, almost never though a hacker gaining physical access to data anymore. Online reviews of Freshbooks are incredible and predominantly positive. The most freshbooks common online criticism relates to the migration from Freshbooks Classic. Others complain that it is too expensive, in comparison to Wave which is 100% free. There is a huge amount of support options available with Freshbooks.

We’ll discuss FreshBooks pricing, features, and top alternatives—this way, you’ll have all the information you need to determine which accounting solution will best fulfill your business’s needs. Choosing the right business accounting software can be essential to automating and optimizing your operations—regardless of the size of your business.

Check out these alternative options for popular software solutions. Kathy Yakal has been writing about PC applications since 1983, when she joined the editorial staff of COMPUTE! She began specializing in financial solutions in 1989, writing a newsletter for CPAs who were exploring the use of personal computers in their firms. Since then, she has contributed to numerous print and web-based publications, including Barron’s and Kiplinger’s Personal Finance Magazine. If you’ve connected one or more bank accounts to FreshBooks, you see a list of recent transactions when you click the Expenses tab in the left vertical pane.

Perhaps one of the best features of FreshBooks is that it can connect directly to your company bank account. This helps make it much easier for it to verify much of your accounts on its own.

Most sites just ask for a graphics file and position the logo on the sales form. FreshBooks takes your file and uses it to fill an oblong box. And with expenses that you DO want to rebill the customer for, there’s no easy, intuitive way to handle marking up those expenses for goods or services to make a profit on. In order to do that, you must first add the expenses to the customer invoice, and then modify each line item expense amount up to the amount you want the customer to pay. I’ve been using Freshbooks for the last couple of years, and at first it was a breath of fresh air after getting away from Quickbooks .

If you’re thinking of starting a rideshare or courier business , Freshbooks could be a great tool to help you send invoices and keep track of payments and expenses. Offering integrations with more than 100 cloud based applications, FreshBooks integration feature is designed to cater to needs of almost every kind of business. FreshBooks is now also offering integration with Signpost for efficient automated email marketing. However, the availability of only 2 payment gateways might be a problem here. List of all the integrations available with FreshBooks is available and very well categorized on the FreshBooks website. Project proposals can also be formulated from the proposals feature available in the Plus, Premium and Select Plans of FreshBooks. Now, you do not have to make the proposal in another document format or email it.