Freshbooks
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      1.  
      2. Connex for QuickBooks Integrations Guide
      3. Freshbooks

      Getting Started with Freshbooks

      How to pair Freshbooks and Connex

      Is there a demo?

      Here is a demo:

      How do I pair?

      Here are the steps:

      1. Log into Connex.
      2. Click add a selling channel and pair a selling channel.
      3. On the pair accounting system page, choose the other tab.
      4. Choose Freshbooks.
      5. Sign into Freshbooks and give Connex permissions to sync.
      6. Complete the Connex install wizard.

      In what direction can you sync?

      We can perform a two way order sync. We can sync payments for paid orders. We can sync invoices to Freshbooks. 

      How do fields map?

      Here is a list:

      Freshbooks Connex
      Billed to Customer name or company
      Date of Issue Order Date
      Due Date Due Date
      Invoice Number Order number. We can use the next number from Xero.
      Reference Order number
      Amount Due Order total
      Item Product SKU
      Description Product Name
      Qty Quantity
      Price Unit Price
      Disc Not used. We map discount codes as a separate line item.
      Account Connex settings > finance settings > income account. Please contact us about mapping the income account from the product.
      Tax rate Rules engine tax code. You must map tax codes.
      Tax amount Tax amount
      Amount Auto calculated in Xero.
      Shipping maid Shipping Paid
      Shipping method Added as a separate line item.
      Note Customer note
      Payment amount Payment amount
      Payment mate Payment date
      Payment method Payment method
      Customer address Billing address and shipping address
      Customer phone and email Phone and email of incoming order