In this fifth and last FreshBooks tutorial, we’ll teach you how to print reports in FreshBooks—which includes accessing the Report section, locating the report you need, and printing it in a PDF format. We’ll also show you how to customize the report before printing it, as well as how to export it as a CSV…
How To
How to Enter, Track & Pay Bills in FreshBooks
You can enter, track, and pay bills in FreshBooks from the Bills page under the Expenses menu. Use the New Bill form when entering a new bill, and track unpaid bills either from the Bills page or by running an A/P aging report. When it’s time to pay the bill, simply locate that bill on…
How To Reconcile Petty Cash in 5 Easy Steps
I’ll walk you through how to reconcile petty cash, which starts with computing the petty cash on hand and all the receipts in the lockbox. The custodian may uncover discrepancies, and they must deal with them accordingly. At the end of the reconciliation process, the custodian must request a petty cash replenishment to restore the…
How to Manage and Reconcile Bank Accounts in FreshBooks
Prior to reconciliation, it’s essential to classify imported expense transactions in FreshBooks—which involves navigating to the Expense page, locating the transaction, and reviewing and properly classifying that transaction. You’ll then need to match the imported transactions with the entries in your FreshBooks; and when you’re ready to reconcile, head to the Accounting page, set your…
How to Sell on Amazon Without Inventory: 5 Different Methods
Amazon remains the biggest online marketplace in the US, and independent sellers can tap into its wide market reach, new features, and lines of revenue even without physical inventory. Some ways to sell products on Amazon without holding inventory yourself include dropshipping, print on demand, affiliate marketing, Kindle Digital Publishing, and offering digital products. We…
How to Hire a Social Media Manager in 7 Steps
A social media manager is a key stakeholder that creates and manages all social media functions within your company by increasing a company’s overall social media presence. They provide a voice for your brand by posting content and videos to social media channels like Facebook, X, Instagram, and TikTok. Your social media manager is expected…
How to Manage Customers & Send Invoices in FreshBooks
We’ll discuss how to add and manage customers in FreshBooks by accessing the Clients page, creating a new client profile, and managing client information (e.g., editing and deleting them). Also, we’ll cover how to create and send a new invoice by navigating to the invoicing screen and providing the necessary invoice information. Furthermore, we’ll look…
How to Become a Certified Bookkeeper in 4 Steps
Clients often look at certifications to verify a level of experience and expertise when selecting a bookkeeper, so we’ll walk you through how to become a certified bookkeeper. From assessing your current level of education to choosing a certification program, our guide will help you. The two top professional bookkeeper organizations—the American Institute of Professional…