FreshBooks is an accounting software that enables you to track invoices, expenses, and time.
Within Teamwork, you can integrate your site with FreshBooks and FreshBooks Classic.
Click your profile icon in the top right corner of your site, and select Settings from the dropdown menu.
Note: Only administrators in the owner company have access to the site settings.
In the Settings area, go to the Integrations tab where you will see a section for FreshBooks.
Once you click Connect, you can choose which version of FreshBooks to connect to your account.
FreshBooks
When you select FreshBooks and click Save Changes, you will be redirected to FreshBooks to log in to your account.
After entering your login details for FreshBooks, you will be asked to allow access between the accounts.
Once you have approved access, you will be redirected to your site settings in Teamwork and the integration will be connected.
If there are multiple businesses attached to the FreshBooks account, you will need to complete the integration process by clicking Connect Business in the FreshBooks section of your Integrations list.
FreshBooks Classic
When you select the FreshBooks Classic option, you will be asked for your FreshBooks URL and API Key.
To locate your FreshBooks API details:
- Log into your FreshBooks account
- Select My Account
- Choose the FreshBooks API tab
- Copy your details to the FreshBooks modal in Teamwork
For more information, see: Exporting an Invoice to FreshBooks Classic