I upgraded to new FreshBooks—and here’s what happened

I have been eagerly awaiting the opportunity to upgrade to the new FreshBooks for months. So when I finally received word that I could make the switch—I did my happy dance. And today I want to share what happened during the migration…because change isn’t always easy—but it’s worth it! 

Stuff I like

The new FreshBooks interface is modern, intuitive and nice to look at. It’s now simpler to copy the invoice link, which is a function I use often. The history of each invoice and estimate is streamlined, and it includes functionality where you can comment back and forth with the invoice recipient. Cool beans.

Stuff I had to adjust to

I used to be able to set verbiage directly into the email template (which was part of my onboarding process). Now I have to copy and paste it instead—which is not a big deal. But this change had a plus side, too. Previously, the client would have only had this information in their email…now it’s part of their FreshBooks ‘history’—which I like.

Another change in the new FreshBooks is the invoice templates. You can create a new template for regular invoices, recurring invoices, and estimates and this will apply to all future invoices/estimates. But, you can’t go back and update all previous invoices in a bulk way. You have to manually update the style settings one at a time. As I have dozens of recurring invoices for clients on my website maintenance plan, I was not happy about the grunt work involved in changing the default color of purple. Thankfully, I emailed FreshBooks and they took care of this for me. FreshBooks really does have superb customer service!

What happened next? Change spurred more change.

Updating FreshBooks motivated me to tackle a few other items on my ongoing efficiency-quest:

  1. tracking my time (the app I used was no longer supported)
  2. creating new projects in fewer steps

For time tracking, I discovered that Toggl has the ease and functionality I needed, like idle detection in case I forget to turn off my timer when I go eat a sandwich. As I was trying to figure out if Toggl would work together with FreshBooks, I discovered (what, what!) that I could hire a Toggl Master to help me incorporate it into my workflow. Yes, please! They recommended Zapier (which connects apps together to automate your workflow) in order to link up my project creation and time tracking, and just $100 later, I have an awesome system that saves me so many steps!

Now I just enter client info in my Google spreadsheet, and through Zapier, a new project is created in FreshBooks and Toggl. Couldn’t be any easier unless my Google spreadsheet could read my mind.

Change isn’t easy. But when you pick software with excellent customer service—you’ll always have a human support if necessary. And that makes change fun…because you can take the good, and get help with the confusing.

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2 thoughts on “I upgraded to new FreshBooks—and here’s what happened

  1. Whilst I like the look of the new FreshBooks, I’ve found them to be really slow at re-introducing missing features from the old version, and also inflexible around a specific issue I’m having.

    I decided to create a “ACME” business to test the multi-business feature. For months I’ve now been requesting this business be deleted (I never created any invoices or clients in this business) yet they seem unable to because they don’t “have the tools to delete businesses”. It’s just a row in a database. It’s just flabbergasting they can’t remove a business created in this manner.

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