New
Introducing
Keep Capital
🎉
Click here to learn more!
Home
Careers
Help Centre
FAQ
Log in
Apply Now
Log in
Apply Now
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 Export Data From Freshbooks
Exporting data from FreshBooks is an essential task for any business that wants to protect its information or migrate to a new accounting system. Whether you need to create backups, analyze your financial history offline, or even transfer key data to another platform, understanding the steps to export your FreshBooks data is a must.
Read post
How to Export Contact Info in Freshbooks
Every business relies on having access to accurate and up-to-date client information. FreshBooks not only serves as your core accounting solution but also provides robust contact management where you can keep track of your active and archived clients.Â
Read post
How to Export Clients From Freshbooks
Exporting your client data from FreshBooks is an essential task for maintaining a reliable offline backup, migrating to another accounting platform, or simply streamlining your business operations. Whether you need to transfer contact information, billing details, or additional client metadata, FreshBooks offers built-in options to export your clients in CSV format. In this detailed guide, we will walk you through the process step by step, discuss why and when you might need to export clients, and provide useful tips to ensure that your client information is preserved accurately and securely.
Read post
Previous
Load More
Get Your Keep Card
Fast, easy application –
just 8 minutes to apply, 72 hours for approval!
Start application
Apply with no impact to credit score
1