1-on-1 FreshBooks Training

Includes a review of basic accounting principlesLearn the ins and outs of FreshBooks with a review of basic accounting principles with Sal Rezai, a FreshBooks Certified Partner, FreshBooks Partner Council Member, Cloud Accounting Specialist, and Certified Professional Bookkeeper.

FreshBooks is a cloud-based accounting software popular with small businesses, freelancers, and self-employed professionals because of its easy-to-use interface. FreshBooks offers many robust features while simplifying daily transactions such as invoicing, tracking payments, managing expenses, and much more.

Whether you’re looking for FreshBooks Training in Canada or FreshBooks Training in the USA, our 1-on-1 training includes an overview of the basic accounting principles. To use any accounting software correctly, knowledge of basic accounting principles is a must which is why our training includes this value. You will be guided by one of our accounting professionals who is certified and experienced in FreshBooks.

FreshBooks Training Canada
FreshBooks Training USA

What to Expect

Learn how to navigate FreshBooks confidently

Get your questions answered by a FreshBooks Partner

Learn DIY FreshBooks Bookkeeping for your business

Take live training with an experienced instructor

Understand accounting principles to elevate your finances

Get valuable tips and tricks to work efficiently

Be forward-thinking with cloud-based accounting.

Setup and organize accounts tailored to your business needs

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Who benefits from FreshBooks training?

  • Business owners, self-employed professionals, contractors, entrepreneurs, and other FreshBooks users.
  • Bookkeepers and accountants looking to be more efficient in FreshBooks and gain practical experience.
  • NEW Bookkeepers starting their own bookkeeping firm and wanting to learn FreshBooks to build their client base and grow their business.
  • Office administrators and managers who do the company’s daily bookkeeping.

When does training start?

We offer virtual FreshBooks training sessions using Zoom to connect. When you register, you’ll have access to our calendar where you can choose a time to start your 1-on-1 training.

Book a 15 min consultation

Here’s what you get with our 1-on-1 live training:

  • Set up your FreshBooks account
  • Navigate the platform with an overview of different features
  • Pull up and customize financial reports
  • Create and send invoices efficiently
  • Track expenses and revenue
  • Set up payroll and pay employees
  • Automate repetitive tasks to save time
  • Customize FreshBooks to fit your needs
  • Handle complex transactions with clarity
  • Track money coming in and money going out
  • Efficiently complete daily transactions
  • Use FreshBooks shortcuts and features
  • Use accounting concepts in your business
  • Troubleshoot common problems
  • Reconcile your accounts
  • Cloud-accounting and backing up your data

Schedule a callRegister now

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Frequently Asked Questions

FreshBooks is a cloud-based, intuitive, and user-friendly accounting software for business owners, accountants, freelancers, and self-employed professionals. You can send invoices, record receipts, accept payments, and balance your books. It also has project management features, mobile accounting capabilities, app integration, and more.

To use FreshBooks, you’ll need to sign up for an account and choose a package based on your usage. You can start from scratch or import data from anywhere else into your FreshBooks account. At Accounting By Sal, we provide FreshBooks training for business owners, accountants, and individuals, including how to make the most out of this accounting tool and how to import existing data.

No, although both are accounting tools, they are not the same software. FreshBooks is operated by 2ndSite Inc. while QuickBooks is operated by Intuit.

Yes, FreshBooks has accountant access. It allows your accountant to access and generate reports like the general ledger, balance sheet, and profit and loss. Your accountant can add journal entries, manage your chart of accounts, and review invoices, expenses, payments, other income, and bank reconciliation.

Follow these steps to invite your accountant to FreshBooks:

  • Click the green Invite button in the top right corner of your FreshBooks dashboard.
  • Select the Accountant option and enter the accountant’s name and email address.
  • Click Send Invitation and your accountant will receive an email with login instructions.

No, you can use the FreshBooks software on a phone, tablet, laptop, or desktop. For FreshBooks Online training, we recommend being on a desktop computer as we will be sharing our screen to help guide you and walk you through the software.

FreshBooks Online offers the following monthly plans:

  • Lite – $19/month: For professionals with basic needs.
  • Plus – $32/month: For owners looking for more automation and insights.
  • Premium – $60/month: For growing businesses that want to empower employees.
  • Select – Custom pricing: For businesses that need unlimited billable clients and specialized features.

The right plan for you depends on the needs of your business. FreshBooks offers a free trial for 30 days so you can get a good idea of how the features work and what you need to run your business.

Yes, FreshBooks Online is a cloud-based accounting software that you can access from any mobile device. You can download the FreshBooks app from any iPhone or iPad with iOS 9.0 or higher and any Android device with Android 4.2 or higher. FreshBooks works on any mobile browser.

You need an Internet connection to sign into your FreshBooks account. However, you can work offline and automatically sync your work once you have an Internet connection.

Yes, FreshBooks automatically updates to help improve your experience. You can view their changes and updates log here.

We have two training modules available for FreshBrooks training:

Module One – 90 minutes of training for $197
Module Two – 3 hours of training for $297

Click here to register for training and to learn more.

We like to say that no accounting software is better than the other as it all depends on your needs. FreshBooks and QuickBooks offer similar price ranges and are both excellent accounting software that are user-friendly. Freelancers, contractors, and small business owners lean toward FreshBooks for its simplicity and basic features while large businesses prefer QuickBooks.

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Excellent service and outstanding customer care. She is knowledgeable, and super efficient. After having a very bad experience with my previous accountant, I cannot recommend Sal enough. Thanks Sal!

- Andrea Rodriguez

Accounting By Sal Reviews