How to Use FreshBooks

A beginner-friendly guide to getting started with FreshBooks in 2026.

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Best For freelancers, consultants, solopreneurs

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Getting Started: Step by Step

Create your FreshBooks account

Visit FreshBooks's website and sign up for a trial. You'll need an email address to get started.

Set up your workspace

Once signed in, configure your FreshBooks workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.

Explore invoicing

One of FreshBooks's key features is invoicing. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore expense-tracking

One of FreshBooks's key features is expense-tracking. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore time-tracking

One of FreshBooks's key features is time-tracking. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Integrate with your existing tools

Connect FreshBooks with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.

Start using it for real work

Now that you're set up, start using FreshBooks for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.

Pro Tips

Start with the free plan or trial to explore FreshBooks's capabilities before committing to a paid subscription.
Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
Create templates for recurring tasks to save time on repetitive work.
Check FreshBooks's official documentation and community forums for advanced tips and best practices.
Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.