DS

Deanna S.

Small-Business (50 or fewer emp.)

3/3/2020

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"Excellent Invoicing and Accounting System"

5/5

What do you like best about FreshBooks?

Freshbooks is super easy to use, very user friendly and budget friendly especially for new businesses. I love that I can input recurring expenses so that I don't have to input them each month. Also, running reports is an absolute breeze.

Also, expenses that are recurring but not necessarily the same amount each time can be duplicated for ease of entry each time I need to input them. I can also duplicate an entry when I know that it is the same type of expense and then change the particulars, like the vendor or contractor name, the date of the work provided, as well as the amount. This makes it very easy to quickly and efficiently get the not fun task of accounting completed so that I can get back to the more fun work of the business itself.

Reports "Item Sales" "Revenue by Client" "Invoice Details" "Expense Report" "Accounts Aging" "Payments Collected" "Sales Tax Collected" "Profit/Loss" "Time Entry" are very easy to run with different parameters like dates, clients, vendors, paid vs billed. etc.

I love that team members can be added, although I tend to do all of this myself (a control issue for me that I need to give up) I anticipate that I will, very soon, wish to add team members so that others can add information as necessary. The fact that this is an option reassures me that when I am ready, I won't have to learn an entirely new and likely, more expensive system.

The parameters that can be used to check reports, like expenses or invoices are very handy. I usually use this by setting specific date/time frames to get up to date information and this is accomplished very quickly as well. For instance, maybe I'm just looking for information regarding this quarter, or this month?

Honestly I can't say enough good things about Freshbooks. I have suggested Freshbooks to friends and colleagues frequently.

Being able to set up recurring expenses saves me an incredible amount of time and is very easy to use. Review collected by and hosted on G2.com.

What do you dislike about FreshBooks?

There really isn't much I can say that I don't like about Freshbooks. The "other income" section doesn't have a "duplicate" option like the expenses section does. I have cash payments which I enter in the "other income" section every month and it would be nice just to be able to duplicate that entry instead of having to recreate it from scratch. I have submitted a request for this and have been told that they appreciated my input and would be working on a solution. I really look forward to that becoming available soon.

When creating an invoice it tends to want to add multiple lines, which I have to delete when I only have one line item to enter on that invoice. This isn't that big of an issue, but it would be nice if only one line initiated until I created another line. Review collected by and hosted on G2.com.

Recommendations to others considering FreshBooks:

This is a very user and budget friendly invoicing and expense tracking program. I highly recommend it to anyone who is interested in a program like this who doesn't want to learn a difficult software and who is budget conscience. They are very quick to answer questions and help with issues. (any issue I've had was user error...) It is laid out very intuitively. I use Freshbooks for four of my businesses since it is so simple and easy to use. Review collected by and hosted on G2.com.

What problems is FreshBooks solving and how is that benefiting you?

When I need to send an invoice to a customer it is quick and easy. The customer then has multiple ways to make the payment through the invoice or outside the invoice. (I usually use PayPal, but there are internal alternatives.) Keeping track of expenses and invoicing customer has become a non-issue since getting Freshbooks. I am never worried at tax time since I can quickly run a report and I know that all of the information is there and updated. I find it very handy that I can upload my receipts to my expenses so that I don't have to keep a shoe box full of receipts. My accountant has also found this very helpful. I can run a Profit/Loss Report at any time Review collected by and hosted on G2.com.

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Rating Updated (3/6/2020)
Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

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