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How to Use FreshBooks Part 1
1.
How To Use
FreshBooksPart 1 © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 1
2.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 2
3.
This will be
a two-part tutorial © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 3
4.
About the basics
you need to understand © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 4
5.
In using FreshBooks
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 5
6.
Part 1, will
be the overview about FreshBooks © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 6
7.
And the Invoicing,
Expense Tracking and Time Tracking features © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 7
8.
Part 2 will
focus about the Reports feature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 8
9.
At the end
of this tutorial, © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 9
10.
You should be
able to learn © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 10
11.
What FreshBooksis ©
2014 How To Use FreshBooks Part 1 – Marlon Alvior 11
12.
Register your own
FreshBooksaccount © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 12
13.
Learn FreshBooksInvoicing feature
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 13
14.
Learn FreshBooksExpense Tracking
feature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 14
15.
Learn FreshBooksTime Tracking
feature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 15
16.
Let’s get started!
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 16
17.
What is FreshBooks?
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 17
18.
Accounting Made for
the Non- Accountant © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 18
19.
What can you
get from using FreshBooks? © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 19
20.
Create and Send
Your Invoices © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 20
21.
Organize Your Expenses
with Ease © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 21
22.
Track Time Wherever
You Are © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 22
23.
Know Your Numbers
with FreshBooksReports © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 23
24.
Let’s see how
FreshBookscan make your life easier © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 24
25.
For this tutorial,
we will just use the trial version © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 25
26.
First, we need
to register © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 26
27.
Open your browser
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 27
28.
On the web
address bar © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 28
29.
Type: www.freshbooks.com ©
2014 How To Use FreshBooks Part 1 – Marlon Alvior 29
30.
Press Enter ©
2014 How To Use FreshBooks Part 1 – Marlon Alvior 30
31.
You will be
directed to FreshBookswebsite © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 31
32.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 32
33.
Let’s enter the
details © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 33
34.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 34
35.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 35
36.
Click the GreenButton
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 36
37.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 37
38.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 38 Try it Free for 30 Days
39.
You will be
directed to set up your account © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 39
40.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 40
41.
Fill the required
details © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 41
42.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 42
43.
Click the Greenbutton
“Next” © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 43
44.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 44
45.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 45 Then complete the details
46.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 46
47.
Click the Greenbutton
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 47
48.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 48
49.
You can now
continue with your account © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 49
50.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 50
51.
From here, we
can use FreshBookstools… © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 51
52.
…to create and
send Invoice © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 52
53.
…to track Expenses
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 53
54.
…to track Time
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 54
55.
… and to
create Reports © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 55
56.
First, let’s try
creating an Invoice © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 56
57.
Click on the
Invoices Tab © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 57
58.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 58
59.
Then click the
New Invoice button © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 59
60.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 60
61.
As you are
newly registered to FreshBooks… © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 61
62.
…you will be
required to provide © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 62
63.
…other business information
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 63
64.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 64
65.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 65 Click Next
66.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 66 Choose one
67.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 67 Continue on to your invoice!
68.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 68
69.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 69 But first, you have to create a new client
70.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 70 Fill the details needed
71.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 71
72.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 72 Click Save Client
73.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 73
74.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 74 You can now fill the invoice details
75.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 75
76.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 76 You can customize your invoice
77.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 77 When you’re done, you may…
78.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 78 …save it as draft, send by email or by snail mail
79.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 79
80.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 80 Let’s choose to save it as draft for now
81.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 81 Click Save as Draft
82.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 82 You can preview the Invoice
83.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 83 Download a PDF copy
84.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 84 And send it when you’re ready
85.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 85 You’re Invoice looks like this:
86.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 86
87.
CONGRATULATIONS!!! © 2014
How To Use FreshBooks Part 1 – Marlon Alvior 87
88.
You now have
your first invoice © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 88
89.
Next part is
how to track your Expenses © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 89
90.
Click the Expense
tab © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 90
91.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 91
92.
Click New Expense
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 92
93.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 93
94.
Fill in the
details © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 94
95.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 95
96.
Then click Add
Expense © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 96
97.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 97
98.
You will see
the list of your Expenses © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 98
99.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 99
100.
And you can
continue adding more of your expenses © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 100
101.
You can use
the other functions © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 101
102.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 102
103.
That’s how you
use the Expense Tracking feature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 103
104.
CONGRATULATIONS!!! © 2014
How To Use FreshBooks Part 1 – Marlon Alvior 104
105.
We can now
proceed to the Time Tracking feature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 105
106.
Click the Time
Tracking Tab © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 106
107.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 107
108.
And you will
see the time sheet © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 108
109.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 109
110.
The default is
a Monthly Timesheet © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 110
111.
You are required
to put a Project and a Task © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 111
112.
Create a New
Project first © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 112
113.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 113 Click here
114.
Choose [new project]
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 114
115.
You will be
asked for confirmation © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 115
116.
Just click OK
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 116
117.
Fill in the
details © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 117
118.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 118
119.
When done, click
Save © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 119
120.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 120
121.
You will be
notified about the project you created © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 121
122.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 122
123.
You can now
start logging hours © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 123
124.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 124
125.
You will be
directed back to the Timesheet © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 125
126.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 126
127.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 127 Click Start Timer
128.
The timer will
appear © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 128
129.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 129
130.
Choose the Project
and Task © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 130
131.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 131
132.
Start your timer
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 132
133.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 133
134.
You may also
add a note to your time © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 134
135.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 135
136.
Then Log Hours
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 136
137.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 137
138.
You can see
your Time Log in the calendar © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 138
139.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 139
140.
And on the
summary © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 140
141.
© 2014 How
To Use FreshBooks Part 1 – Marlon Alvior 141
142.
And that’s it!
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 142
143.
You know already
the Time Trakingfeature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 143
144.
CONGRATULATIONS!!! © 2014
How To Use FreshBooks Part 1 – Marlon Alvior 144
145.
You now know
the three basics of FreshBooks © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 145
146.
Reports and other
features will be on Part 2 © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 146
147.
Thank you for
learning with me © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 147
148.
Accounting can be
fun © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 148
149.
Accounting can be
easily done © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 149
150.
See you again
on the next tutorial presentation © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 150
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