Invoicing & Project Tracking Software

From Mike Mirandi, 3 years ago

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Over the last year, I've been keeping track of projects and hours through a custom spreadsheet and folder of word docs and PDFs. It never felt that sustainable long term, and now as a full time freelancer, I want to have one location where I can keep track of projects, hours, expenses, invoices, and general cash flow. I'm looking at quickbooks right now, but I'm not sure how well it'll help me track individual projects, etc.

I'm curious what everyone else uses. Do you do it manually with folders and files? Or do you have something more centralized and integrated?

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Joash Berkeley

2 years ago

I've started using Toggl too! Such an amazing tool man; and it integrates with Freshbooks which is sweet!

Mike Mirandi

3 years ago

Yessir-- my hacked-together excel spreadsheet has been critical over the last year or so, but it's time to get things a little more streamlined.

Kyle Martinez

3 years ago

I track my hours through Toggl and manage my finances through QuickBooks. I can't even express how helpful tracking my time has been - especially when it comes to estimating for future projects (and it is free)!

Nidia Dias

3 years ago

I'm using this one as well, and its really nice and easy to work with =)

Mike Mirandi

3 years ago

Thanks so much for your help, guys. Seems like harvest, freshbooks and freeagent are the ones to check out. I'll take a peek at em.

Claudio Salas

3 years ago

Here in the UK, FreeAgent (www.freeagent.com) is a pretty common tool for both freelancers and small studios. I think it's very similar to Quickbooks. The interface is super user friendly. I love it. My accountant said it's in the US as well but I haven't heard of anyone using it over there.

Lana Simanenkova

3 years ago

Trello is a nice tool at organising what needs to be done on a project.
Harvest is great.
TeamGantt also.

Mack Garrison

3 years ago

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Monique Wray

3 years ago

Harvest has my heart. During my period of freelance it was excellent at keeping track of hours, invoicing etc. I have used Freshbooks too, ages ago, but can't remember exactly why I preferred Harvest... Anyway, I'd check it out. They offer a trial period and are pretty reasonably priced.

Dave Cochrane

3 years ago

I've heard great things about fresh books too.
This may be a little hardcore for your purposes but I use a combo deal Of Xero and workflowmax.
Workflowmax for quoting, invoicing, project management and time tracking.
Xero for payroll, taxes and banking.
The time that Xero saves me in doing my quarterly BAS (tax declaration that we have to do in Australia) is worth the price alone.
The two also seamlessly integrate as well.
There's a lot of options out there and most give you a 30 day trial. You should test run a few that you like and see if they match your process.

David OBrien

3 years ago

Freshbooks has been crucial for me. It has all of the time tracking tools you mentioned, manages clients and links to your business credit cards to track expenses. Highly recommended.