FreshBooks

FreshBooks makes your accounting tasks easy, fast and secure. Create a snappy new invoice using FreshBooks and have tracking and data entry done for you. Simply add your logo, payment terms and client info, then watch totals and taxes get calculated for you (plus have it automatically pulled into your reports). You can send an invoice in any currency, too.

For more information, click here.

Field (Account) Information

While configuring the Source or Destination of a Template or Transaction, you need to create an account to connect FreshBooks with Adeptia Connect. While creating the account, you need to specify the location from where Adeptia Connect will access the data.

Click to add an account.

Provide a name to the account, and select a project in the Select Project field.

Field Name	Description
Account Name	A short, descriptive name that helps you re-use this account in future.
Select Project	Name of the project.

Click Continue.

Enter your FreshBooks login credentials.

Field Name	Description
Username	Your FreshBooks username.
Password	Your FreshBooks password.

Triggers

A Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.

Following triggers are available for FreshBooks at Source.

Trigger Name	Description
New Client	Triggers when a client is added or updated.
New Estimate	Triggers when an estimate is added or updated.
New Expense	Triggers when an expense is added or updated.
New Invoice	Triggers when an invoice is added or updated.
New Payment	Triggers when a payment is added or updated.
New Task	Triggers when a task is added or updated.
New Tax	Triggers when a tax is added or updated.
New Time Entry	Triggers when a time entry is added or updated.
New Project	Triggers when a new project is added or updated.
New Staff	Triggers when a new staff is added or updated.

Actions

An Action specifies how the data will be transferred to the destination location. While configuring the Destination (Target) of a Template, you need to choose an action.

Following actions are available for FreshBooks at Destination.

Action Name	Description
Create Client	Creates a Client. See http://www.freshbooks.com/developers/docs/clients
Create Estimate	Given a client, creates an estimate. See http://www.freshbooks.com/developers/docs/estimates
Create Expense	Creates an expense. See http://www.freshbooks.com/developers/docs/expenses
Create Invoice	Creates an invoice.
Create Item	Creates an item. Items can be anything you want from a subscription to a lawnmower, and not necessarily a tangible item. See http://www.freshbooks.com/developers/docs/items
Create Payment	Creates a payment.
Create Project	Creates a project. Projects in FreshBooks is your key to tracking your time! Create a project for your client and keep track of all the time you have spent on a repair job, the next great website, or a legal case. If you have staff members or contractors that are helping you out with a project, you can invite them to the project and they will also have the ability to track time to the tasks associated with the project. See http://www.freshbooks.com/developers/docs/projects
Create Staff	Creates a new staff member.
Create Task	Creates a task. Tasks are used for billing at hourly rates (fixed rate, variable time). Tasks can be assigned to projects for time tracking and re-billing purposes. See http://www.freshbooks.com/developers/docs/tasks
Create Tax	Creates a tax. FreshBooks features tax friendly categories to make filing your taxes much easier. These new default categories organize your expenses so they are mapped to categories found on common tax forms in countries such as the US, Canada, the UK, Australia and New Zealand. In addition, FreshBooks lets you add your own subcategories to the existing defaults provided, enabling you to keep an even more detailed record of your business expenses See http://www.freshbooks.com/developers/docs/taxes
Create TimeEntry	Creates a new timesheet entry.
Update Client	Updates the details of the client with the given client_id. Any fields not referenced in the request will remain unchanged.
Update Estimate	Updates an existing expense with the given estimate_id.
Update Expense	Updates an existing expense with the given expense_id.
Update Invoice	Updates an existing invoice with the given invoice_id.
Update Item	Updates an existing item. All fields aside from the item_id are optional; omitting a field, the existing value will remain unchanged.
Update Payment	Updates an existing payment. All fields besides payment_id are optional. Fields that are not passed will retain their existing value.
Update Project	Updates an existing project.
Update Staff	Updates an existing staff member.
Update Task	Updates an existing task.
Update Tax	Updates an existing tax. All fields aside from the tax_id are optional; by omitting a field, the existing value will remain unchanged.
Update Time Entry	Updates an existing time_entry.
Delete Client	Deletes the client with a given client_id.
Delete Estimate	Deletes an existing estimate.
Delete Expense	Deletes an existing expense.
Delete Invoice	Deletes an existing invoice.
Delete Item	Deletes an existing item.
Delete Project	Deletes an existing project.
Delete Payment	Permanently deletes a payment. This will modify the status of the associated invoice if required.
Delete Staff	Deletes the specified staff member.
Delete Task	Deletes an existing task.
Delete Tax	Deletes an existing tax.
Delete TimeEntry	Deletes an existing time_entry. This action is not recoverable.