Newsroom

Latest Keep News

How to Issue a Refund Using Freshbooks

Refunding clients represents a crucial aspect of managing your small business finances effectively. Whether your client no longer needs your services or feels dissatisfied with your product, knowing how to process refunds smoothly can maintain positive customer relationships. FreshBooks simplifies this entire process, allowing you to handle refunds efficiently while keeping your accounting records accurate and up-to-date.
Read post

How to File FreshBooks Sales Tax

Running a small business means juggling countless responsibilities, with tax compliance often feeling like the most daunting. Many service-based business owners struggle with managing their sales tax obligations through accounting software. This comprehensive guide breaks down everything you need to know about tracking, managing, and filing sales tax using FreshBooks.
Read post

How to Export Invoices From Freshbooks

Exporting invoices from FreshBooks serves as a crucial process for business owners who need offline backups, want to integrate data with other accounting systems, or require detailed historical reporting. This comprehensive guide walks you through various methods to export your invoices and related data from FreshBooks effectively. You'll discover built-in export features, learn how to generate reports containing invoice data, and gain valuable troubleshooting tips for common challenges.
Read post

How to Export Freshbooks Estimates to Quickbooks

Migrating your financial data between accounting systems requires careful planning and execution. When transitioning from FreshBooks to QuickBooks, exporting your estimates correctly ensures your business records remain intact and accurate. Many business owners struggle with this process, facing challenges with data formatting, field mapping, and validation.
Read post

Get Your Keep Card

Fast, easy application –
just 8 minutes to apply, 72 hours for approval!

Start application
Apply with no impact to credit score1