Exporting an Invoice to FreshBooks and FreshBooks Classic

FreshBooks is an accounting software that enables you to track invoices, expenses, and time.

Within Teamwork.com, you can export invoices from a project to your FreshBooks account.

You will first need to enable the FreshBooks integration in your site settings.

Go to the Finance area of your project and switch to the Billing tab. Select the relevant invoice from the left pane to view it.

Click Export Invoice in the invoice's bottom left.

Note: Both open and completed invoices can be exported.

Select the Export to FreshBooks option and click Export.

In the next modal, you will need to select a client from FreshBooks to associate with the invoice.

If you do not have any clients, you will need to create some in FreshBooks before you can export. Click Reload to see the newly added clients.

You can choose to add the Teamwork.com invoice to FreshBooks as a new invoice or add it to an existing one.

At the bottom of the modal, you can customize which invoice contents are populated.

Once you click Export, you will see a confirmation message with a link to your newly-created invoice.

Click the blue icon to the right of the invoice number to open it in FreshBooks.

You will first need to enable the FreshBooks integration in your site settings.

Go to the Finance area of your project and switch to the Billing tab. Select the relevant invoice from the left pane to view it.

Click Export Invoice in the invoice's bottom left.

Note: Both open and completed invoices can be exported.

Select the Export to FreshBooks option and click Export.

You can either log this as a new invoice or add it to an already created invoice.

Yes. Both open and completed invoices can be exported.

Create them in FreshBooks first, then click Reload to see them.

Yes. Customize which invoice contents are populated at the bottom of the export modal.

Click the blue icon to the right of the invoice number in the confirmation message.

Knowledge Base