Course Description

course is about how to use Freshbooks based on the most popular functions which you as a Freshbooks software operator needs to know how to use, in order to be proficient in using the software.

The learning is structured in a practical way. You are given a practical scenario assignment. There are various tasks to complete. You are given the task to do and have a go at, and then the video answer is available. It is suggested that you:

  1. Read the task
  2. Watch the video
  3. Have a go at it yourself on your own system
  4. Rewatch the video (if necessary) - to reinforce the learning

You'll learn how to set up a Freshbooks accounting system from scratch, how to post customer invoices and credit notes, enter expenses, petty cash, prepare estimates and use time tracking, do a VAT return, run reports amongst over things.

This is a useful course if:

  • You are thinking of working with the software,
  • You are going for jobs which have a requirement for you to be able to use this software
  • You want to put this skill on your CV, or
  • You are a bookkeeper or accountant and will be using this for clients or even
  • You run your own business and want to know how to use Freshbooks for yourself.

You will need to have access to Freshbooks. You can sign up to the Freshbooks site to get a free trial. We give you the link in lecture one and show you how to do this. The instructor is usually online to answer student queries for 2 hours each day.

The course materials includes the handout of the assignment task.

The course will take about 1-2 hours to complete.

Serial author and entrepreneur

Lisa Newton

Lisa Newton BA MSc FMAAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full time 9 to 5 job in her life. She's a serial entrepreneur and author who holds directorships in various industries including telecoms, software, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007 and in 2008 Enterprising Business Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award. Lisa's books include: How to write a book in two weeks, Constant Cashflow, Make the most of your money, How to start your own bookkeeping business, Cosmic ordering with Vision Boards and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible. Lisa supports the charity The MS Society. A speaker, coach, consultant and an avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals. In her spare time, Lisa likes traveling, dancing salsa, writing books, learning languages, meditation and cosmic ordering.

Course curriculum

  • 1

    Lecture 1 Introduction to the course and your tutor

    • Lec 1

    • TOTAL PHOTO - Course Paper June 2015 FRESHBOOKS
  • 2

    Lecture 2 Freshbooks - free trial sign up

    • Lec 2
  • 3

    Lecture 3 Setting up the system

    • Lec 3
  • 4

    Lecture 4 Enter customers

    • Invoice-1001

    • Lec 4
  • 5

    Lecture 5 Post customer invoices

    • Lec 5
  • 6

    Lecture 6 Enter sales credit notes

    • Lec 6
  • 7

    Lecture 7 Create a customer statement

    • Lec 7
  • 8

    Lecture 8 Report showing customer activity

    • Lec 8
  • 9

    Lecture 9 Post supplier invoices

    • Lec 9
  • 10

    Lecture 10 Generate an expense report

    • Lec 10
  • 11

    Lecture 11 Enter customer receipts

    • Lec 11
  • 12

    Lecture 12 Report showing customer receipts

    • Lec 12
  • 13

    Lecture 13 Post petty cash transactions

    • Lec 13
  • 14

    Lecture 14 Create an estimate

    • Lec 14
  • 15

    Lecture 15 Use Time tracking

    • Lec 15
  • 16

    Lecture 16 Generate an invoice

    • Lec 16
  • 17

    Lecture 17 VAT Return

    • Lec 17
  • 18

    Lecture 18 Run a report on the PnL, Balance Sheet and Trial Balance

    • Lec 18
  • 19

    Lecture 19 Recap and next steps

    • Lec 19
  • 20

    Lecture 20 How it all fits together

    • Lec 20
  • 21

    Download Pdf's

    • Estimate-0000001- task 6 fb