FreshBooks makes your accounting tasks easy, fast and secure. Create a snappy new invoice using FreshBooks and have tracking and data entry done for you. Simply add your logo, payment terms and client info, then watch totals and taxes get calculated for you (plus have it automatically pulled into your reports). You can send an invoice in any currency, too.
For more information, see the FreshBooks website.
Field (Account) Information
While configuring the Source or Destination of a Connection or a Shared Connection, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you specify the location from where the data is to be accessed. In this process, you enter the details of the application account, to grant permission for data access.
Specify the following information for FreshBooks:
A short, descriptive name that helps you re-use this account in future.
Subdomain that you used when creating the Freshbooks account.
Your FreshBooks username.
Your FreshBooks password.
A trigger (Source) specifies when a particular Connection or Shared Connection will start executing. While configuring the Source of a Connection or a Shared Connection, you find a Trigger drop down list. Select the required trigger type from this drop down list.
When FreshBooks is the source application, the following triggers are available:
Triggers when a client is added or updated.
Triggers when an estimate is added or updated.
Triggers when an expense is added or updated.
Triggers when an invoice is added or updated.
Triggers when a payment is added or updated.
|New Recurring Profile|
Triggers when a recurring profile is added or updated.
Triggers when a task is added or updated.
Triggers when a tax is added or updated.
|New Time Entry|
Triggers when a time entry is added or updated.
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a Connection or a Shared Connection, you find an Action drop down list. Select the required Action type from this drop down list.
When FreshBooks is the destination application, the following actions are available:
Creates an Expense Category.
Creates a Client.
Sends an email inviting the recipient to collaborate on your projects as a contractor.
Given a client, creates an estimate.
Creates an expense.
|Creates an invoice.|
Creates an item.
Items can be anything you want from a subscription to a lawnmower, and not necessarily a tangible item.
Creates a payment.
Creates a project.
Projects in FreshBooks is your key to tracking your time! Create a project for your client and keep track of all the time you have spent on a repair job, the next great website, or a legal case. If you have staff members or contractors that are helping you out with a project, you can invite them to the project and they will also have the ability to track time to the tasks associated with the project.
|Create Recurring Profile|
Creates a recurring profile.
FreshBooks is very well suited for subscription based billing. You can set up recurring profiles that generate invoices automatically on a consistent basis.
Creates a new staff member.
Creates a task.
Tasks are used for billing at hourly rates (fixed rate, variable time). Tasks can be assigned to projects for time tracking and re-billing purposes.
Creates a tax.
FreshBooks features tax friendly categories to make filing your taxes much easier. These new default categories organize your expenses so they are mapped to categories found on common tax forms in countries such as the US, Canada, the UK, Australia and New Zealand. In addition, FreshBooks lets you add your own subcategories to the existing defaults provided, enabling you to keep an even more detailed record of your business expenses
Creates a new timesheet entry.
Updates an existing expense category with the given category_id. Any category fields left out of the request will remain unchanged.
Updates the details of the client with the given client_id. Any fields not referenced in the request will remain unchanged.
Updates an information for an existing contractor , include their hourly rate and assigned projects.
Updates an existing expense with the given estimate_id.
Updates an existing expense with the given expense_id.
Updates an existing invoice with the given invoice_id.
Updates an existing item. All fields aside from the item_id are optional; omitting a field, the existing value will remain unchanged.
Updates an existing payment. All fields besides payment_id are optional. Fields that are not passed will retain their existing value.
Updates an existing project.
Updates an existing recurring profile. When updating auto-bill information, all child elements are required.
Updates an existing staff member.
Updates an existing task.
Updates an existing tax. All fields aside from the tax_id are optional; by omitting a field, the existing value will remain unchanged.
Update Time Entry
Updates an existing time_entry.
Add Line to Invoice
Adds Line to an existing invoice with the given invoice_id.
Add Line to Recurring
Adds Line to an existing recurring with the given recurring_id.
Deletes an existing expense category.
Deletes the client with a given client_id.
Deletes the contractor with a given contractor_id.
Deletes an existing estimate.
Deletes an existing expense.
Deletes an existing invoice.
Deletes an existing item.
Deletes an existing project.
Permanently deletes a payment. This will modify the status of the associated invoice if required.
Deletes a recurring profile. Once deleted, it will no longer generate invoices.
Deletes the specified staff member.
Deletes an existing task.
Deletes an existing tax.
Deletes an existing time_entry. This action is not recoverable.
Revoking Adeptia Connect Access
To remove Adeptia Connect access from FreshBooks, perform the following steps:
- Login to FreshBooks.
- Click My Account.
- Click Cancel to cancel your account.