FreshBooks Fans for Life
July 03, 2014

FreshBooks Fans for Life

Shamese Shular, CB, QBPA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with FreshBooks

My whole team uses FreshBooks for time tracking. We also use it to transfer that time to invoices within the program. The best part about their invoicing is that you can see when a client has viewed the invoice, and follow up accordingly for payment.

Pros

  • Time tracking is so simple. Just create a project, connect it to a client, and you've got your pop-up timer able to run in the background. Signing into a few different browsers allows you to have 2-3 timers going at once for those who sometimes need to jump from job to job when getting a phone call or a quick issue comes up
  • Since expense syncing has been added, it's been so easy to allocate expenses to clients. The time and expenses are available to add to the client's bill
  • Accounts Receivable management is seamless, as you can see when your client has viewed the invoice, when a payment has been declined or will be retried. Just helps you know how to better approach a past due balance
  • There is a mobile app just in case!!

Cons

  • Would love for there to be an easier way of setting terms for each individual client and/or project.
  • The Balance Sheet should be more of an automated report, instead of manual, which leads to mistakes.
  • The system would need to be improved quite a bit, for this report to become automatic...such as, there can't be just a function to bring in Expenses, but to read bank balances, too.
  • Faster lead conversion for sure - with being listed on the directory, clients call immediately from that, and it often turns into a larger bookkeeping engagement. Clients like to know that their bookkeeper is versatile, first in the programs they like to use.
  • I became a certified beancounter back in 2011, and it's been great to know the ins and outs of the program, especially from using it in my own business. Helps me to be able to help someone without even having to be logged in on the computer.
Invoicera was actually a great program as well, but I was just used to FreshBooks, and couldn't shake them!
FreshBooks is a large part of my client base. I'm not going anywhere. How else can I direct a client, screen by screen, eyes closed?
Do clients want to do their own invoicing, and Xero or QuickBooks is too robust?
Are you afraid clients might mess things up in the main accounting program when it comes to invoicing?
Do clients like the idea of a mobile app, and being able to see when their clients view invoices?
Would they like to accept PayPal for payment?

Using FreshBooks

3 - Bookkeeping, admin
Time tracking
1 - Versatile
learn by doing
Logical thinkers when it comes to bookkeeping and how the accounting works
  • Time tracking
  • Flexibility in access
  • Accounts Receivable Mgmt

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