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Automatic checks and balances ensure debit and credit amounts are equal, which

Balance Sheet



Accountant Access

Trial Balance

Cost of Goods Sold




Make Confident Business Decisions with Ease

FreshBooks Double-Entry Accounting tools help you make choices based on actual business data and insights.

Set aside enough for tax time, understand the costs of running your business, find out if you have money to hire and confidently forecast your earnings.


Invite your accountant to your FreshBooks account with just a few clicks. Your accountant will get exclusive access to the financial information and reporting they need to support your business, whenever they need it.

Whether it’s tax time or you need to make financial decisions, working with your accountant is easy.

Screenshot of accountant access option in FreshBooks accounting software

Tears of Joy for Automated Bank Reconciliation

Did you receive an invoice payment? Purchase a coffee at the airport? Whatever it was, let FreshBooks Bank Reconciliation assist you to make organizing your transactions a breeze.

  • 金融交易导入和分类
  • Easily approve automated matching suggestions, or make changes and additions
  • 股权,转移和退款很容易标记和分类
  • 创建摘要报告并将其导出为Excel

Overall, FreshBooks is the partner you’ve always wanted to help out with Bank Rec.



Screenshot of setting up credit notes and prepayments in FreshBooks accounting software

Track Every Type of Transaction with Credits

Have you ever needed to refund a client for a sale? Or wanted to reward a loyal customer with a discount?


Plus, keep track of all Credits for specific clients, so you know exactly where you stand.

Need a Second Set of Eyes? Try a Bookkeeper

FreshBooks saves you up to 200 hours a year, but with employees to hire, bills to pay and a business to grow, tending the books can still be overwhelming.

Learn how bookkeepers help >

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Supporting Your Growing Business


Get a hand navigating through reports and information in just 2 rings. FreshBooks ensures you have all the information and tools you need to understand and grow your business.

接触us today

T: 1.866.303.6061


Can I generate a year-end business report in FreshBooks?


Can FreshBooks generate financial reports?

From Profit & Loss to the Sales Tax Summary, FreshBooks gives you standard business reports to help you understand your business’ health. Better yet, you can even easily download the reports to share with your accountant.

Can FreshBooks generate accounting reports for Tax-time?



Absolutely. FreshBooks makes it easy to keep a close eye on the bottom line with Profit & Loss Reports you can whip up in mere seconds. Plus, each account has a spiffy dashboard that neatly displays how much your business has spent vs. earned over your selected period of time.

Can I automatically apply credits to my invoices?

Any credit created for your client, whether it’s a Credit Note, Overpayment or Prepayment Credit, can be automatically applied to invoices generated by a recurring template. Follow the steps这里to get it enabled moving forward.

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