FreshBooks

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

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As of January 2022, FreshBooks has changed the application scopes. Scope is a mechanism in OAuth 2.0 that limits an application’s access to a business account. Make sure you update the scopes per our setup instructions and reach out to your customers to reconnect their account.

Data you can Pull from FreshBooks through Railz


Accounting Transactions	AR Aging	AP Aging
Balance Sheets (cash, accrual)	Bills	Bill Payments
Chart of Accounts	Credit Notes - Invoices	Customers
Estimates	Inventory	Invoices
Invoice Payments	Journal Entries	Tax Rates
Tracking Categories	Trial Balances (cash, accrual)	Vendors

Data you can Push to FreshBooks through Railz


Bills (create)	Bill Payments (create)	Customers (create, update)
Credit Notes - Invoices (create)	Estimates (create)	Inventory (create, update)
Invoices (create)	Invoice Payments (create)	Journal Entries (create)
Vendors (create, update)