FreshBooks

Learn about our FreshBooks integration

This section highlights key features of the FreshBooks integration that you need to be aware of.

Setup the Integration

See Setup FreshBooks to learn how to configure and enable the integration.

Supported Versions

FreshBooks Classic accounts are not supported. FreshBooks Classic is a legacy version of FreshBooks and uses a different API.

Data Types Coverage

+Supported by Railz.
Download attachments.
Upload attachments.
Not supported by Railz.
⚠️Not supported by the service provider.
-Not applicable.
Data TypeReadCreateUpdate
Accounting Transactions+--
AP Aging+--
AR Aging+--
Balance Sheet+--
Bank Transactions⚠️⚠️⚠️
Bank Transfers⚠️⚠️⚠️
Bills++
Bill Payments++
Business Info+--
Cashflow Statement⚠️--
Chart of Account+⚠️⚠️
Credit Notes - Bills⚠️⚠️⚠️
Credit Notes - Invoices++
Customers+++
Deposits⚠️⚠️⚠️
Estimates++
Income Statement
(Profit & Loss)
+--
Inventory+++
Invoices++
Invoice Payments++
Journal Entries++
Purchase Orders⚠️⚠️⚠️
Refunds⚠️⚠️⚠️
Tax Rates+
Tracking Categories
(Classes)
+
Trial Balance+--
Vendors+++

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