FreshBooks

invoiced integrates with freshbooks out of the box to extend the billing capabilities of freshbooks this document describes how to set up the integration and how it works in detail overview the freshbooks integration ships with the following capabilities bi directional sync with freshbooks new data from freshbooks is synced once per hour transactions generated on invoiced post to freshbooks in real time initial data sync data flow invoiced sync to invoiced sync to freshbooks freshbooks customer ← customer invoice ← invoice payment ← → payment convenience fee → invoice setup in order to begin syncing with freshbooks first go to apps → freshbooks click on install you will be redirected to freshbooks you will need to sign in to freshbooks as an administrator, if you are not already signed in next you will be prompted to authorize invoiced access to your freshbooks company click on authorize you will be redirected back to invoiced freshbooks is now connected! now you can configure the accounting sync in order to tell invoiced how to map the data into your general ledger configure the data flows you wish to enable and any account mappings click save usage once the freshbooks integration is enabled it will sync data automatically per the data flows that you have enabled writing data from invoiced to freshbooks will sync instantly reading data from freshbooks to invoiced, such as when a new invoice is available, will sync once per hour you can see when the last sync happened on the accounting sync page if you wish to run a one off sync you can click the sync now button initial data sync the initial data sync feature allows you to sync data from your accounting system that was created before the integration was installed you can run the initial data sync after you first install the integration to pick up previous transactions the initial data sync is optional and is only performed if initiated by you the initial data sync can be started by going to the accounting sync page and clicking the initial data sync button then you can select the type of data you want to sync and the date range for any transactions that will be synced you can only select a date range of at most 1 year however, you can run multiple initial data syncs if you want to get transactions from a greater time period syncing more than 1,000 records at a time might not complete if you need to sync a large volume of data, see importing data for instructions on how to import data through a spreadsheet and here's a pro tip if you're fetching invoices or credit notes from the past, don't forget to grab the payments, too this way, you'll ensure your financial history is complete, with every balance perfectly in place once the initial data sync is complete and you are satisfied with the results, we do not recommend using it again the ongoing sync of the integration will keep your data up to date automatically handling errors on the accounting sync page you will see a reconciliation errors table which contains any sync errors that the integration encountered each error listed belongs to individual record that could not be synced the error message is listed next to each failed record when a record fails to sync it will not be re attempted unless there is a new operation (i e updating the record) that triggers a new sync you can retry syncing any failed record by clicking the retry button or you can ignore the error by clicking the ignore button errors will not go away until they are successful or ignored deposit account mapping you can map the accounts in which payments are deposited into you can create rules to choose the deposit account for each payment method and currency combination the deposit account can be any general ledger account edge cases here we have documented all of the limitations, nuances, and edge cases to be aware of when using the freshbooks integration general any changes to data on the system other than where it originated will be ignored and potentially overwritten for example, if an invoice was created on freshbooks then subsequent modifications to that invoice on invoiced would not sync to freshbooks it is possible that those changes on invoiced would be overwritten by a future sync payments credit balances from invoiced do not sync to freshbooks troubleshooting when a sync fails you will be able to see the error message in the recent syncs section in apps → freshbooks → accounting sync normally the error message will include the invoice # that failed and a detailed reason why it could not be synced oftentimes there is a manual action required on your end