how to use freshbooks part 1
DESCRIPTION
How to Use FreshBooks Part 1TRANSCRIPT
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How To Use FreshBooks
Part 1© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 1
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 2
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This will be a two-part tutorial
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About the basics you need to understand
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In using FreshBooks
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 5
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Part 1, will be the overview about
FreshBooks© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 6
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And the Invoicing, Expense Tracking and Time Tracking
features © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 7
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Part 2 will focus about the Reports
feature
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At the end of this tutorial,
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 9
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You should be able to learn
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What FreshBooksis
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 11
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Register your own FreshBooks
account© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 12
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Learn FreshBooks
Invoicing feature© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 13
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Learn FreshBooks
Expense Tracking feature
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 14
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Learn FreshBooks Time Tracking feature© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 15
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Let’s get started!
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What is FreshBooks?
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Accounting Made for the Non-Accountant
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What can you get from using
FreshBooks?© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 19
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Create and Send Your Invoices
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Organize Your Expenses with
Ease© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 21
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Track Time Wherever You
Are© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 22
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Know Your Numbers with FreshBooks
Reports© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 23
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Let’s see how FreshBooks can make your life
easier© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 24
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For this tutorial, we will just use the trial version
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 25
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First, we need to register
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Open your browser
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On the web address bar
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Type: www.freshbooks.com
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Press Enter
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You will be directed to FreshBooks
website
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 31
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 32
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Let’s enter the details
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 34
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 35
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Click the GreenButton
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 37
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Try it Free for 30 Days
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You will be directed to set up
your account© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 39
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 40
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Fill the required details
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 42
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Click the Greenbutton “Next”
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 43
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 44
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Then complete the details
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 46
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Click the Greenbutton
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 47
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 48
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You can now continue with your account
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 50
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From here, we can use
FreshBookstools…
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…to create and send Invoice
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 52
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…to track Expenses
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 53
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…to track Time
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 54
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… and to create Reports
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First, let’s try creating an
Invoice© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 56
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Click on the Invoices Tab
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 58
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Then click the New Invoice
button© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 59
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 60
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As you are newly registered to
FreshBooks…© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 61
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…you will be required to
provide© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 62
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…other business information
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 64
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 65
Click Next
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 66
Choose one
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Continue on to your invoice!
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 68
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 69
But first, you have to create a
new client
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Fill the details needed
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 71
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Click Save Client
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 74
You can now fill the invoice
details
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You can customize your
invoice
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 77
When you’re done, you may…
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 78
…save it as draft, send by email or
by snail mail
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 79
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 80
Let’s choose to save it as draft
for now
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 81
Click Save as Draft
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 82
You can preview the Invoice
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 83
Download a PDF copy
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 84
And send it when you’re ready
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 85
You’re Invoice looks like this:
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© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 86
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CONGRATULATIONS!!!
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 87
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You now have your first invoice
© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 88
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Next part is how to track your
Expenses© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 89
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Click the Expense tab
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Click New Expense
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Fill in the details
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Then click Add Expense
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You will see the list of your Expenses
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And you can continue adding
more of your expenses
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You can use the other functions
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That’s how you use the Expense Tracking feature© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 103
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CONGRATULATIONS!!!
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We can now proceed to the Time Tracking
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Click the Time Tracking Tab
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And you will see the time sheet
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The default is a Monthly
Timesheet© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 110
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You are required to put a Project
and a Task© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 111
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Create a New Project first
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Click here
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Choose [new project]
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You will be asked for confirmation
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Just click OK
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Fill in the details
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When done, click Save
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You will be notified about the
project you created
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You can now start logging
hours© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 123
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You will be directed back to the Timesheet
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Click Start Timer
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The timer will appear
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Choose the Project and Task
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Start your timer
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You may also add a note to
your time© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 134
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Then Log Hours
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You can see your Time Log in the
calendar© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 138
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And on the summary
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And that’s it!
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You know already the Time Traking
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CONGRATULATIONS!!!
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You now know the three basics of FreshBooks
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Reports and other features will
be on Part 2© 2014 How To Use FreshBooks Part 1 – Marlon Alvior 146
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Thank you for learning with me
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Accounting can be fun
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Accounting can be easily done
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See you again on the next tutorial
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