FreshBooks Quick Reference Guide

FreshBooks Quick Reference Cards: Buy FreshBooks Quick Reference Cards at TeachUcomp, Inc. A picture of the first page of the FreshBooks Quick Reference Card.

Subject:	FreshBooks
Level:	Intro through Advanced
Topics Covered:	53
Pages:	4
Dimensions:	11 x 17″ – Folded
Availability:	Printed & Laminated or PDF Download
Price:	$6.95 Quantity Discounts Available
ISBN:	978-1-958446-42-3

Product Description

Designed with the busy professional in mind, this 4-page quick reference guide provides step-by-step instructions in FreshBooks. When you need an answer fast, you will find it right at your fingertips. Clear and easy-to-use, quick reference cards are perfect for individuals, businesses and as supplemental training materials.

Topics Covered:

The FreshBooks Environment
The FreshBooks Environment
Navigating FreshBooks
Customizing the Dashboard
Searching and Sorting in FreshBooks

The Chart of Accounts
Enabling Advanced Accounting
Adding a New Account
Editing an Account
Archiving an Account

Items and Services
Creating Items and Services
Importing Items
Editing Items and Services
Tracking Inventory
Archiving and Deleting Items and Services

Clients
Adding New Clients
Importing and Exporting Clients
Editing Clients
Archiving and Deleting Clients
Viewing Client Activity and History

Teams
Adding Team Members
Deleting Team Members

Invoicing, Estimates, and Proposals
Creating an Invoice
Creating a Recurring Invoice
Creating an Estimate or Proposal
Customizing Invoices, Estimates, and Proposals
Editing and Deleting Invoices, Estimates, and Proposals
Viewing Invoice Status
Converting Estimates and Proposals to Invoices
Printing and Downloading Invoices, Estimates, and Proposals

Payment Processing
Accepting Online Payments
Recording Client Payments Manually
About Client Accounts in FreshBooks
Handling Overpayments and Credits
Refunding Client Payments

Expenses
Creating Vendors
Editing, Archiving, Deleting Vendors
Expenses vs. Bills in FreshBooks
Manually Entering Expenses and Bills
Uploading Expenses and Bills
Paying a Bill

Time Tracking
Starting and Stopping Timers
Entering Time Manually
Invoicing for Tracked Time
Setting Rates for Tracked Time
Managing Team Time Entries

Projects
Creating a New Project
Reviewing and Managing Projects
Communicating in Projects

Reports
Running Reports
Adding Reports to Favorites

Accounting
Viewing Account Balances
Making General Journal Entries
Connecting or Creating Bank Accounts
Reconciling Bank Accounts