Integrate Freshbooks
Integrate Xero

Integrate Freshbooks with Xero

Get your FreshBooks account connected with Xero and save valuable time by automating your workflow.

Integrate Freshbooks

What is Freshbooks?

The all-new FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on accounting and more time doing the work you love.

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Integrate Xero

What is Xero?

We started Xero to change the game for small business. Our beautiful cloud-based accounting software connects people with the right numbers anytime, anywhere, on any device. For accountants and bookkeepers, Xero helps build a trusted relationship with small business clients through online collaboration. We’re proud to be helping over 1 million subscribers worldwide transform the way they do business. And we’re just getting started.

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What does it do?

When an invoice is created in FreshBooks, I want:

To send unpaid sales invoice (as either Draft, Submitted/ Awaiting Approval or Authorised/ Awaiting Payment) to Xero

To send paid sales invoice (as either Submitted/ Awaiting Approval or Authorised/ Awaiting Payment or Draft) to Xero

Additionally:


  • Associate the Sale with either the Original Customer or the Customer's Organization or a single Online Sale Customer

  • Create the associated products

  • Authorize the Invoice and add associated payments


When an expense is created in FreshBooks, I want:

The purchase invoice created in Xero

Additionally:


  • The vendor will be created


For all items created or updated in FreshBooks, I want:

To create the product in Xero

When a contact is created or updated in Xero, I want:

To create or update the client in FreshBooks

When a sales invoice is created in Xero, I want:

To create an invoice (as either Draft or Sent) in FreshBooks

Additionally:


  • Associate the Invoice with either the Original Customer or the Customer's Organization or a single Online Sale Customer

  • Create the associated products

  • Create associated payments


For all products created or updated in Xero, I want:

To create the item in FreshBooks

Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

How it works

Step 1

Add at least 2 apps to your OneSaas account

Step 2

Configure the integration workflows to suit your business needs

Step 3

Set up the integration sync frequency and starting date, and enjoy the automation!

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