Accounting

FreshBooks

The FreshBooks integration sorts your expenses and sends them to FreshBooks with the receipts attached. If you already invoice clients and keep your books in FreshBooks, you can stop giving up Sunday afternoons to typing in expenses.

What this integration does

Expenses reach FreshBooks without re-entry
Expenses arrive in FreshBooks without you typing them in again, ready to bill back to a client or record in your books.
Categories mapped once, then left alone
Match Smartbills categories to your FreshBooks expense categories once, and every expense after that lands in the right one.
Receipts attached to each expense
Each receipt is attached to its expense in FreshBooks. If you claim it at tax time, the proof is right there.

Setting it up

In Smartbills, open Settings > Apps and search for FreshBooks
Click Connect and sign in to FreshBooks
Pick the business if you have more than one
Map your Smartbills categories to FreshBooks categories
Set sync preferences, the default project and billable defaults

FAQ

Questions about this integration

FreshBooks Plus or higher and admin access in both.

Approved expenses, in real time or on a schedule, with the receipt image attached.

Yes. You can set a default billable status, require a client on billable expenses and add a markup percentage.

FreshBooks has two tax fields per line, and each Smartbills tax maps to one of them: GST and QST, or GST and PST.

Projects, categories and tax rates, pulled on demand. Archived projects aren't available for mapping.

Yes. Photograph a receipt in the Smartbills app and it's read into merchant, items and each tax line, categorized, and sent to FreshBooks as an expense with the receipt attached. Receipts that arrive by email are picked up the same way.