If you are using QuickBooks along with FreshBooks then it would be a better idea to do QuickBooks FreshBooks integration as this will help you cut down on your cost and labor hours in the long run. FreshBooks is a popular cloud-based accounting software that offers a plethora of potential features to simplify business finance and accounting. The software can be employed in small and medium-sized businesses. The software helps businesses to streamline client invoicing and tracking time. It is widely accepted due to its flexible features and affordability for small businesses.
QuickBooks FreshBooks Integration Benefits
- The vendor takes care of the automation of maintenance and upgrades.
- Avail mobile Consultant by using add-ons for Android and iOS devices.
- Track expenses with handy snaps.
- Save billing time and get fast payments.
- Easily usable features that are customized.
- The application offers top-class invoice-to-payment features.
- Excellent reporting functionality to generate insightful reports.
Process QuickBooks FreshBooks Integration
You can configure QuickBooks FreshBooks integration in very little time by following the below-mentioned steps.
Connect: Start with connecting with the systems that you wish to integrate. For doing so you can follow the guide to integrating FreshBooks and QuickBooks. Choose the Configure option to move forward.
Configuration: The setup process for a standard integration between FreshBooks and QuickBooks. In case you are trying to connect with some 3rd party app, then you will have to make the settings right before you can create a setup. You can approach the QuickBooks technical expert for help.
I. Synchronize Data from FreshBooks with QuickBooks
In case you need to sync crucial company data from QuickBooks into FreshBooks, you have to go and click on the QuickBooks logo in the configuration.
- Begin the syncing process by selecting the software and integrating FreshBooks invoices or expenses into QuickBooks.
- Advanced Settings Window will be displayed. You need to choose the particular invoices that are supposed to synchronize and you can add an invoice prefix.
- This will add a prefix to all the invoices retrieved from your FreshBooks account. The prefix can be set up individually for multiple FreshBooks connections.
- This can be done to easily identify the source of each invoice in QuickBooks. Then click on Save Changes.
- Then you will be redirected to the first page of the configuration to choose an extra flow of work:
- The first option within your system will allow you to choose the way you wish your FreshBooks invoices to be sent to QuickBooks. The two options are a Sales Invoice or a Sales Receipt. Choose the right option for your business.
- The second setup option will allow you to choose how the invoices should be displayed within your program.
- You can choose the option to automatically create your FreshBooks items in QuickBooks.
- In case the products do not exist in QuickBooks they can be created all with ease.
- Please make sure that all the items are perfectly in line with FreshBooks SKU and QuickBooks Product Name.
- Choose the option to sync the two programs and this will help you with automatic payment transfer.
II. Synchronize Expenses
- In case you want to integrate the expenses from FreshBooks into QuickBooks then choose the advanced settings option in the configuration now.
- Choose the type of expenses that you want to retrieve from FreshBooks also you are allowed to add a prefix to the expense number.
- The expense prefix functions in a similar way to the invoice prefix. Click Next.
- You will be then taken to the tax configuration page.
- On this page for every tax created in your FreshBooks account, you need to choose your corresponding tax in QuickBooks.
- Click on the next window when you are finished with this step.
- Then you come to accounts mapping.
- For every FreshBooks, expense choose a separate QB account. Now click Next.
III. Final Settings for the QuickBooks & FreshBooks Integration
With the final transaction Settings, you are authorized to select the automatic invoice number and the default due date.
- Automatic Invoice Number: On choosing this option your accounting system will be assigned an automatic invoice number.
- Default DueDate Offset: Default Due Date offset for new transactions that have no Due Date. This option restricts overriding DueDates received from other systems.
Retrieve & Validate
Now, your FreshBooks data will be syncing to QuickBooks. When it is done, you’re able to use our review page to fix up any remaining configuration changes. Once everything is done you’re ready to move ahead. Please select Preview to continue.d
Preview: Now you can view the data. For example, a screenshot will allow you to see the invoice and other data that is pulled in QuickBooks from your FreshBooks.
Send & Finish: When the entire integration is done successfully you need to select Send Data & Finish to push your data as configured by yourself.
For any query and further details regarding QuickBooks Freshbooks integration, you can contact the QuickBooks consultant phone number. The Consultant number can be approached via phone Consultant email, or live chat option.
