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, click here.

Field (Account) Information

While configuring the Source or Destination of a Template or Transaction, you need to create an account to connect FreshBooks with Adeptia Connect. While creating the account, you need to specify the location from where Adeptia Connect will access the data.

Click  to add an account.

Provide a name to the account, and select a project in the Select Project field.

 

Field Name

Description

Account Name

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

Select ProjectName of the project.

Click Continue.

Enter your FreshBooks login credentials.

Field Name

Description

Username

Your FreshBooks username.

Password

Your FreshBooks password.

Triggers

A Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.  

Following triggers are available for FreshBooks at Source.

Trigger Name

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 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.

New ProjectTriggers when a new project is added or updated.

Actions

An Action specifies how the data will be transferred to the destination location. While configuring the Destination (Target) of a Template, you need to choose an action. 

Following actions are available for FreshBooks at Destination. 

Action Name

Description

Create Client

Creates a Client.

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

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 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 Client

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

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 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.

Delete Client

Deletes the client with a given client_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 Task

Deletes an existing task.

Delete Tax

Deletes an existing tax.

Delete TimeEntry

Deletes an existing time_entry. This action is not recoverable.