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About FreshBooks 

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:

 

Field

Description

Account Name

A short, descriptive name that helps you re-use this account in future.

Subdomain

Subdomain that you used when creating the Freshbooks account.

 

Field

Description

Username

Your FreshBooks username.

Password

Your FreshBooks password.

Triggers

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:

Trigger

Description

New Client

Triggers when a client is added or updated.

New Estimate

Triggers when an estimate is added or updated.

New Expense

Triggers when an expense is added or updated.

New Invoice

Triggers when an invoice is added or updated.

New Payment

Triggers when a payment is added or updated.

New Recurring Profile

Triggers when a recurring profile is added or updated.

New Task

Triggers when a task is added or updated.

New Tax

Triggers when a tax is added or updated.

New Time Entry

Triggers when a time entry is added or updated.

Actions

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:

Action

Description

Create Category

Creates an Expense Category.

See http://www.freshbooks.com/developers/docs/categories

Create Client

Creates a Client.

See http://www.freshbooks.com/developers/docs/clients

Create Contractor

Sends an email inviting the recipient to collaborate on your projects as a contractor.

Create Estimate

Given a client, creates an estimate.

See http://www.freshbooks.com/developers/docs/estimates

Create Expense

Creates an expense.

See http://www.freshbooks.com/developers/docs/expenses

Create Invoice

 

Creates an invoice.

Create Item

Creates an item.

Items can be anything you want from a subscription to a lawnmower, and not necessarily a tangible item.

See http://www.freshbooks.com/developers/docs/items

Create Payment

Creates a payment.

Create Project

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.

See http://www.freshbooks.com/developers/docs/projects

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.

See http://www.freshbooks.com/developers/docs/recurring

Create Staff

Creates a new staff member.

Create Task

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. 

See http://www.freshbooks.com/developers/docs/tasks

Create Tax

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

See http://www.freshbooks.com/developers/docs/taxes

Create TimeEntry

Creates a new timesheet entry.

Update Category

Updates an existing expense category with the given category_id. Any category fields left out of the request will remain unchanged.

Update Client

Updates the details of the client with the given client_id. Any fields not referenced in the request will remain unchanged.

Update Contractor

Updates an information for an existing contractor , include their hourly rate and assigned projects.

Update Estimate

Updates an existing expense with the given estimate_id.

Update Expense

Updates an existing expense with the given expense_id.

Update   Invoice

Updates an existing invoice with the given invoice_id.

Update Item

Updates an existing item. All fields aside from the item_id are optional; omitting a field, the existing value will remain unchanged.

Update Payment

Updates an existing payment. All fields besides payment_id are optional. Fields that are not passed will retain their existing value.

Update Project

Updates an existing project.

Update Recurring

Updates an existing recurring profile. When updating auto-bill information, all child elements are required.

Update Staff

Updates an existing staff member.

Update Task

Updates an existing task.

Update Tax

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.

Delete Category

Deletes an existing expense category.

Delete Client

Deletes the client with a given client_id.

Delete Contractor

Deletes the contractor with a given contractor_id.

Delete Estimate

Deletes an existing estimate.

Delete  Expense

Deletes an existing expense.

Delete Invoice

Deletes an existing invoice.

Delete Item

Deletes an existing item.

Delete Project

Deletes an existing project.

Delete Payment

Permanently deletes a payment. This will modify the status of the associated invoice if required.

Delete Recurring

Deletes a recurring profile. Once deleted, it will no longer generate invoices.

Delete Staff

Deletes the specified staff member.

Delete Task

Deletes an existing task.

Delete Tax

Deletes an existing tax.

Delete TimeEntry

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:

  1. Login to FreshBooks.
  2. Click My Account.
  3. Click Cancel to cancel your account.

 

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