From the Grovo Library Learn How To Use FreshBooks


Invoicing and payment tracking on the go: all of your FreshBooks questions answered, in one-minute videos.

Course details

30 Lessons, 29 Quizzes

Tags: Manage Money, Work & Productivity

Manage Company Expenses with FreshBooks

Start using Freshbooks, add a client, and import client information

  • Introduction to FreshBooks
  • Add a Client
  • Import Client Information and Expenses From a File
  • Add a Staff Member
  • Add a Contractor
  • Create Projects
  • Create Tasks
  • Create Items
  • Create Folders
  • Add Documents
  • Connect Staff with Clients
  • Set Default Terms of Payment
  • Record Expenses
  • Track and Log Hours Worked
  • Draft Invoices and Estimates
  • Send Invoices and Estimates
  • Record a Payment
  • Export FreshBooks Data to a CSV File

FreshBooks Fundamentals

Set up Freshbooks, add taxes, and choose a logo

  • Set Up FreshBooks
  • Add Taxes
  • Choose a Logo
  • Modify User Permissions
  • Manage Notifications
  • Edit Email Templates
  • Customize Client and Staff Welcome Message
  • Edit Default Document and Folder Access
  • Sign Out Files
  • Purchase Stamps
  • Set Default Invoice Template
  • Add an Online Payment Method

Learn how to use FreshBooks

FreshBooks is a cloud-based accounting and invoicing solution geared towards small businesses, allowing for easy, seamless invoicing on the go. With powerful features such as branding, expense reporting, time tracking and analysis, FreshBooks saves its customers, on average, 2 days per month to focus on building their business.

In these lessons, you'll learn how to:

  • Manage Company Expenses with FreshBooks
  • FreshBooks Fundamentals

FreshBooks Training & Development Courses

Grovo gives you the content, technology, and service you need to get your team up to speed on FreshBooks. Our learning ecosystem will help you develop your team's invoicing and payment tracking training within your organization. Watch, learn and test your team’s knowledge with Grovo to make the best of your FreshBooks training.

Advanced Analytics & Reporting
Our integrated reporting system will ensure your team is constantly developing the essential skills necessary to perform within FreshBooks. Training through quick 1-minute videos ensures individuals on your team are consisently developing their skillsets. Our reporting system provides:

  • A flexible reporting interface
  • Overview of your team's performance
  • Report cards and detailed spreadsheet reports
  • Customizable email reports

More learning. Less management.

Grovo makes it easy to create, deliver, and measure training learners love.

Learn about the Grovo Platform

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