What To Expect
Most business owners, entrepreneurs, freelancers, self-employed professionals, and other FreshBooks users don’t enter their industry with accounting knowledge. Unless you’re a bookkeeper or accounting professional, managing and keeping your books organized can be time-consuming with a steep learning curve. After taking Sal’s FreshBooks training, you’ll have:
The confidence to maintain your books
Up-to-date and accurate transactions
A clearer financial picture
Practical skills on using FreshBooks
Knowledge on getting the most out of FreshBooks
An organized system based on your specific needs
How It Works
You can choose between a 90-minute and 3-hour live virtual training session for yourself or your team. When you register, you’ll have access to Sal’s calendar where you can book a time for training to start. You’ll learn step by step how to:
Build your chart of accounts
Whether you’re brand new to FreshBooks or have an existing account that needs cleaning up, we help you organize your accounts so that posting transactions is simple.
Organize your payments and receivables
Automate recurring transactions and link your bank to your accounts so no cash going in or going out is missed. Learn how to add customers for detailed transactions, making it easier to track payments and outstanding invoices.
View financial statements
Prepare financial statements correctly for accurate reporting. Know how much cash you have on hand and review your profit and losses to make good business decisions.
Integrate third-party apps
Use the latest technology to create an efficient and convenient workflow and link them to your FreshBooks account, including Shopify, Stripe, FundBox, and much, much more.
The above are just a few examples of what you will learn when you work 1-on-1 with a FreshBooks expert. All of your questions are answered with detailed explanations. All of our training includes an overview of the accounting principles to ensure that your transactions are accurate and reliable.
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Register for Training