Getting Started Guide

Wondering where to start? Get to know the basics to put your freelancing on autopilot!

5 articles in this collection
Written by Andrew Lewis

How do I get started with Bonsai and set up my account? (Start Here!)

A quick-start guide to help you get your freelance business up and running with Bonsai ASAP!

Written by Andrew Lewis
Updated over a week ago

How can I import data into Bonsai?

Upload .csv files to import Clients, Tracked Time, Expenses and Paid Invoices!

Written by Andrew Lewis
Updated over a week ago

What are Proposals and How Do I Use Them? (Onboarding / Overview)

Use Proposals to pitch work to new or existing clients!

Written by Andrew Lewis
Updated over a week ago

What are Invoices and How Do I Use Them? (Onboarding / Overview)

How to use Bonsai for your invoicing needs!

Written by Andrew Lewis
Updated over a week ago

What Is Bonsai Cash and How Do I Use It? (Onboarding / Overview)

Bonsai Cash is an easy to use business checking account to save, manage, and spend your funds.

Written by Andrew Lewis
Updated over a week ago