Freshbooks Masterclass

Learn Freshbooks

4.50 (10 reviews)
Udemy
platform
English
language
Accounting & Bookkeeping
category
instructor
Freshbooks Masterclass
31
students
1 hour
content
Jun 2022
last update
$49.99
regular price

What you will learn

Learn how to signup to Freshbooks and set your account up

Learn about Creating and sending Invoices

How to create Reports

How to use time tracking

Description

This course is all about learning Freshbooks. This is a masterclass course which covers beginner and higher skills, so you don't need to have used the software before to get started, If you complete the sections in order you will see that they each build onto the one before. Freshbooks is user friendly and is easy to start, which makes it great for freelancers and small businesses. I show you step by step how everything is done in Freshbooks. You can watch the videos and follow the steps and you have the option to refer back to the videos at anytime.

In this course you will learn:

How to setup a Freshbooks account

How to Reconcile bank accounts

How to create invoices and send to customers

How to record bills and expenses

How to run reports to keep an eye on your business

How to run a Sales tax (GST) Report


This course is useful if:

  • You are thinking of working with the software

  • You are a bookkeeper or accountant and will be using this software for clients

  • You run your own business and want to know how to use Freshbooks

  • You want this skill to add to your cv or are going for jobs where this skill is a requirement

You will need access to the internet to setup a Freshbooks account. We show you how to setup a free 30 day trial.

Content

Introduction

Introduction

Getting Started with Freshbooks

Setup Freshbooks Trial Company
Adjust your Settings
Invite Users
Chart of Accounts
Connect Bankfeeds
Add, Import and Edit Customers
Add, Import and Edit Suppliers

Customers & Invoicing

View Customer Information
Create an Invoice
Apply Customer Payments to Invoices
View Open Invoices
Create Credit Notes
Account Statement

Suppliers & Bills

Add Suppliers
Enter New Bills
View Unpaid Bills
Record the Payment of a Bill
Manage Bills

Bank Accounts and Reconciliation

Classify Bank Transactions
Match Bank Transactions
Mark Transactions
Review Unmatched Freshbook Transactions
Bank Reconciliation Summary Report

Reports

Intro
Accounts Aging
Accounts Payable Aging
Profit & Loss
Balance Sheet
Revenue by Client
Sales Tax Summary / GST Report

Conclusion

Conclusion

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Related Topics

4730150
udemy ID
6/12/2022
course created date
7/17/2022
course indexed date
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course submited by