Integrating FreshBooks with Other Tools: A How-To Guide

FreshBooks, a popular cloud-based accounting software, offers a wide range of integrations with other business tools, allowing you to streamline your workflow and improve efficiency. In this guide, we’ll explore some of the most common integrations and provide a step-by-step process for setting them up.

1. Integrating with Time Tracking Tools

Toggl:

• Connect Toggl to FreshBooks to automatically import time entries into your invoices.
• In Toggl, go to “Settings” > “Integrations” > “FreshBooks.”
• Enter your FreshBooks API key and authorize the connection.

Harvest:

• Similar to Toggl, Harvest allows you to sync time entries directly with FreshBooks.
• In Harvest, go to “Settings” > “Integrations” > “FreshBooks.”
• Follow the on-screen instructions to connect the two platforms.

2. Integrating with Project Management Tools

Asana:

• Use Asana to manage projects and tasks, and then integrate it with FreshBooks for time tracking and invoicing.
• In Asana, go to “My Integrations” > “Find an app.”
• Search for “FreshBooks” and follow the integration instructions.

Basecamp:

• Basecamp can be integrated with FreshBooks to track project hours and expenses.
• In Basecamp, go to “Settings” > “Integrations” > “FreshBooks.”
• Enter your FreshBooks API key and authorize the connection.

To know more check out our new blog — Achieve Financial Success with FreshBooks Accounting Software

3. Integrating with CRM Tools

Salesforce:

• Connect Salesforce to FreshBooks to sync customer information and invoices.
• In Salesforce, go to “AppExchange” and search for “FreshBooks.”
• Install the integration app and follow the setup instructions.

HubSpot:

• HubSpot offers a similar integration with FreshBooks to streamline sales and accounting processes.
• In HubSpot, go to the “Marketplace” and search for “FreshBooks.”
• Install the integration app and configure it according to your needs.

4. Integrating with Payment Processors

Stripe:

• Connect Stripe to FreshBooks to accept online payments directly within your invoices.
• In FreshBooks, go to “Settings” > “Payments” > “Stripe.”
• Enter your Stripe API keys and authorize the connection.

PayPal:

• PayPal offers a similar integration with FreshBooks for accepting online payments.
• In FreshBooks, go to “Settings” > “Payments” > “PayPal.”
• Enter your PayPal credentials and authorize the connection.

Additional Tips:

• Review the documentation: Always consult the official documentation for each integration to ensure proper setup and usage.
• Test the integration: After setting up an integration, test it thoroughly to verify that data is syncing correctly between the platforms.
• Consider a third-party integration tool: If you’re using multiple tools that don’t have direct integrations with FreshBooks, consider using a third-party integration platform like Zapier or Integromat.

By integrating FreshBooks with other tools, you can create a more efficient and streamlined workflow for your business.