FreshBooks
Sync invoices and client data between Agiled and FreshBooks for seamless accounting.
Overview
Love FreshBooks for accounting but need more than invoicing? Agiled handles CRM, projects, and client management while keeping your FreshBooks data in sync. Invoices, contacts, and expenses flow between both platforms so your accountant and your team work from the same numbers.
Configure
- 1
Authorize FreshBooks. Go to Settings > Apps in Agiled, click FreshBooks, and log in to authorize the connection.
- 2
Configure data mapping. Map Agiled categories to FreshBooks expense and income accounts. Defaults are suggested for common setups.
- 3
Start syncing. Enable automatic sync and every new invoice, payment, and client record flows between Agiled and FreshBooks.
What you can do
Invoice data sync
Invoices created in Agiled push to FreshBooks automatically. Payment updates flow back so both platforms agree.
Client record sync
Contacts created or updated in Agiled mirror to FreshBooks so you never have duplicate client entries.
Expense tracking
Log project expenses in Agiled and see them reflected in FreshBooks for accurate profit reporting.
Consistent reporting
Your FreshBooks reports reflect Agiled activity in real time, giving your accountant a single source of truth.
Capabilities
FreshBooks app features
Invoice sync
Invoices created in Agiled automatically appear in FreshBooks.
Payment updates
Payments recorded in FreshBooks update invoice status in Agiled.
Client sync
New contacts in Agiled are created in FreshBooks automatically.
Expense push
Expenses logged in Agiled flow to FreshBooks with category mapping.
Tax rate mapping
Map Agiled tax settings to FreshBooks tax profiles.
Selective sync
Choose which record types to sync based on your workflow.
FAQ
FreshBooks FAQ
No. Agiled works alongside FreshBooks. Use Agiled for CRM, projects, and client management. Use FreshBooks for accounting and tax reporting. Data stays in sync between both.
Yes. During setup you can choose to import existing FreshBooks invoices into Agiled.
Deletions are not synced automatically to prevent accidental data loss. You would need to archive or delete the corresponding record in FreshBooks manually.
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Keep FreshBooks and Agiled in perfect sync
Connect FreshBooks to Agiled and get the best of both platforms without double-entry.