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How to Use FreshBooks Part 1
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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
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 3
About the basics you need to understand
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 4
In using FreshBooks
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 5
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
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 8
At the end of this tutorial,
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 9
You should be able to learn
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 10
What FreshBooksis
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 11
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
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 14
Learn FreshBooks Time Tracking feature© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 15
Let’s get started!
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 16
What is FreshBooks?
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 17
Accounting Made for the Non-Accountant
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 18
What can you get from using
FreshBooks?© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 19
Create and Send Your Invoices
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 20
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
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 25
First, we need to register
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 26
Open your browser
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 27
On the web address bar
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 28
Type: www.freshbooks.com
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 29
Press Enter
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 30
You will be directed to FreshBooks
website
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 31
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 32
Let’s enter the details
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 33
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 34
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 35
Click the GreenButton
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 36
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 37
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 38
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
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 40
Fill the required details
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 41
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 42
Click the Greenbutton “Next”
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 43
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 44
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 45
Then complete the details
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 46
Click the Greenbutton
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 47
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 48
You can now continue with your account
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 49
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 50
From here, we can use
FreshBookstools…
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 51
…to create and send Invoice
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 52
…to track Expenses
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 53
…to track Time
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 54
… and to create Reports
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 55
First, let’s try creating an
Invoice© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 56
Click on the Invoices Tab
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 57
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 58
Then click the New Invoice
button© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 59
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 60
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
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 63
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 64
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 65
Click Next
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 66
Choose one
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 67
Continue on to your invoice!
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 68
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 69
But first, you have to create a
new client
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 70
Fill the details needed
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 71
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 72
Click Save Client
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 73
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 74
You can now fill the invoice
details
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 75
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 76
You can customize your
invoice
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 77
When you’re done, you may…
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 78
…save it as draft, send by email or
by snail mail
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 79
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 80
Let’s choose to save it as draft
for now
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 81
Click Save as Draft
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 82
You can preview the Invoice
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 83
Download a PDF copy
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 84
And send it when you’re ready
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 85
You’re Invoice looks like this:
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 86
CONGRATULATIONS!!!
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 87
You now have your first invoice
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 88
Next part is how to track your
Expenses© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 89
Click the Expense tab
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 90
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 91
Click New Expense
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 92
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 93
Fill in the details
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 94
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 95
Then click Add Expense
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 96
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 97
You will see the list of your Expenses
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 98
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 99
And you can continue adding
more of your expenses
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 100
You can use the other functions
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 101
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 102
That’s how you use the Expense Tracking feature© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 103
CONGRATULATIONS!!!
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 104
We can now proceed to the Time Tracking
feature© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 105
Click the Time Tracking Tab
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 106
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 107
And you will see the time sheet
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 108
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 109
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
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 112
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 113
Click here
Choose [new project]
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 114
You will be asked for confirmation
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 115
Just click OK
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 116
Fill in the details
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 117
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 118
When done, click Save
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 119
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 120
You will be notified about the
project you created
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 121
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 122
You can now start logging
hours© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 123
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 124
You will be directed back to the Timesheet
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 125
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 126
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 127
Click Start Timer
The timer will appear
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 128
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 129
Choose the Project and Task
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 130
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 131
Start your timer
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 132
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 133
You may also add a note to
your time© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 134
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 135
Then Log Hours
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 136
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 137
You can see your Time Log in the
calendar© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 138
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 139
And on the summary
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 140
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 141
And that’s it!
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 142
You know already the Time Traking
feature© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 143
CONGRATULATIONS!!!
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 144
You now know the three basics of FreshBooks
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 145
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
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 147
Accounting can be fun
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 148
Accounting can be easily done
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 149
See you again on the next tutorial
presentation© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 150