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How to Use FreshBooks Part 1

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How to Use FreshBooks Part 1

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How to Use FreshBooks Part 1

  1. 1. How To Use FreshBooksPart 1 © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 1
  2. 2. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 2
  3. 3. This will be a two-part tutorial © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 3
  4. 4. About the basics you need to understand © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 4
  5. 5. In using FreshBooks © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 5
  6. 6. Part 1, will be the overview about FreshBooks © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 6
  7. 7. And the Invoicing, Expense Tracking and Time Tracking features © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 7
  8. 8. Part 2 will focus about the Reports feature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 8
  9. 9. At the end of this tutorial, © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 9
  10. 10. You should be able to learn © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 10
  11. 11. What FreshBooksis © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 11
  12. 12. Register your own FreshBooksaccount © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 12
  13. 13. Learn FreshBooksInvoicing feature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 13
  14. 14. Learn FreshBooksExpense Tracking feature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 14
  15. 15. Learn FreshBooksTime Tracking feature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 15
  16. 16. Let’s get started! © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 16
  17. 17. What is FreshBooks? © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 17
  18. 18. Accounting Made for the Non- Accountant © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 18
  19. 19. What can you get from using FreshBooks? © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 19
  20. 20. Create and Send Your Invoices © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 20
  21. 21. Organize Your Expenses with Ease © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 21
  22. 22. Track Time Wherever You Are © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 22
  23. 23. Know Your Numbers with FreshBooksReports © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 23
  24. 24. Let’s see how FreshBookscan make your life easier © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 24
  25. 25. For this tutorial, we will just use the trial version © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 25
  26. 26. First, we need to register © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 26
  27. 27. Open your browser © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 27
  28. 28. On the web address bar © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 28
  29. 29. Type: www.freshbooks.com © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 29
  30. 30. Press Enter © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 30
  31. 31. You will be directed to FreshBookswebsite © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 31
  32. 32. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 32
  33. 33. Let’s enter the details © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 33
  34. 34. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 34
  35. 35. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 35
  36. 36. Click the GreenButton © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 36
  37. 37. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 37
  38. 38. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 38 Try it Free for 30 Days
  39. 39. You will be directed to set up your account © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 39
  40. 40. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 40
  41. 41. Fill the required details © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 41
  42. 42. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 42
  43. 43. Click the Greenbutton “Next” © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 43
  44. 44. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 44
  45. 45. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 45 Then complete the details
  46. 46. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 46
  47. 47. Click the Greenbutton © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 47
  48. 48. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 48
  49. 49. You can now continue with your account © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 49
  50. 50. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 50
  51. 51. From here, we can use FreshBookstools… © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 51
  52. 52. …to create and send Invoice © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 52
  53. 53. …to track Expenses © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 53
  54. 54. …to track Time © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 54
  55. 55. … and to create Reports © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 55
  56. 56. First, let’s try creating an Invoice © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 56
  57. 57. Click on the Invoices Tab © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 57
  58. 58. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 58
  59. 59. Then click the New Invoice button © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 59
  60. 60. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 60
  61. 61. As you are newly registered to FreshBooks… © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 61
  62. 62. …you will be required to provide © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 62
  63. 63. …other business information © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 63
  64. 64. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 64
  65. 65. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 65 Click Next
  66. 66. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 66 Choose one
  67. 67. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 67 Continue on to your invoice!
  68. 68. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 68
  69. 69. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 69 But first, you have to create a new client
  70. 70. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 70 Fill the details needed
  71. 71. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 71
  72. 72. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 72 Click Save Client
  73. 73. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 73
  74. 74. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 74 You can now fill the invoice details
  75. 75. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 75
  76. 76. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 76 You can customize your invoice
  77. 77. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 77 When you’re done, you may…
  78. 78. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 78 …save it as draft, send by email or by snail mail
  79. 79. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 79
  80. 80. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 80 Let’s choose to save it as draft for now
  81. 81. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 81 Click Save as Draft
  82. 82. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 82 You can preview the Invoice
  83. 83. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 83 Download a PDF copy
  84. 84. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 84 And send it when you’re ready
  85. 85. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 85 You’re Invoice looks like this:
  86. 86. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 86
  87. 87. CONGRATULATIONS!!! © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 87
  88. 88. You now have your first invoice © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 88
  89. 89. Next part is how to track your Expenses © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 89
  90. 90. Click the Expense tab © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 90
  91. 91. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 91
  92. 92. Click New Expense © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 92
  93. 93. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 93
  94. 94. Fill in the details © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 94
  95. 95. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 95
  96. 96. Then click Add Expense © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 96
  97. 97. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 97
  98. 98. You will see the list of your Expenses © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 98
  99. 99. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 99
  100. 100. And you can continue adding more of your expenses © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 100
  101. 101. You can use the other functions © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 101
  102. 102. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 102
  103. 103. That’s how you use the Expense Tracking feature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 103
  104. 104. CONGRATULATIONS!!! © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 104
  105. 105. We can now proceed to the Time Tracking feature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 105
  106. 106. Click the Time Tracking Tab © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 106
  107. 107. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 107
  108. 108. And you will see the time sheet © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 108
  109. 109. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 109
  110. 110. The default is a Monthly Timesheet © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 110
  111. 111. You are required to put a Project and a Task © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 111
  112. 112. Create a New Project first © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 112
  113. 113. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 113 Click here
  114. 114. Choose [new project] © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 114
  115. 115. You will be asked for confirmation © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 115
  116. 116. Just click OK © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 116
  117. 117. Fill in the details © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 117
  118. 118. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 118
  119. 119. When done, click Save © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 119
  120. 120. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 120
  121. 121. You will be notified about the project you created © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 121
  122. 122. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 122
  123. 123. You can now start logging hours © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 123
  124. 124. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 124
  125. 125. You will be directed back to the Timesheet © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 125
  126. 126. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 126
  127. 127. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 127 Click Start Timer
  128. 128. The timer will appear © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 128
  129. 129. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 129
  130. 130. Choose the Project and Task © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 130
  131. 131. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 131
  132. 132. Start your timer © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 132
  133. 133. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 133
  134. 134. You may also add a note to your time © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 134
  135. 135. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 135
  136. 136. Then Log Hours © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 136
  137. 137. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 137
  138. 138. You can see your Time Log in the calendar © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 138
  139. 139. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 139
  140. 140. And on the summary © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 140
  141. 141. © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 141
  142. 142. And that’s it! © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 142
  143. 143. You know already the Time Trakingfeature © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 143
  144. 144. CONGRATULATIONS!!! © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 144
  145. 145. You now know the three basics of FreshBooks © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 145
  146. 146. Reports and other features will be on Part 2 © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 146
  147. 147. Thank you for learning with me © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 147
  148. 148. Accounting can be fun © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 148
  149. 149. Accounting can be easily done © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 149
  150. 150. See you again on the next tutorial presentation © 2014 How To Use FreshBooks Part 1 – Marlon Alvior 150

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