If you are using FreshBooks, you can view invoices for a company, and/or import projects, contacts, and companies from FreshBooks.
To setup FreshBooks, follow the steps below.
- To begin, access your Organization Settings area by clicking on your avatar at the top right of the screen on the blue Top Bar.
- Select Organization Settings.
- On the Organization Settings page click the Integrations tab
- Under FreshBooks, click the Setup button.
- Enter your FreshBooks web address and click the Connect button
- Login and authorize Fuseboard to connect to your FreshBooks account.
- Once you’ve setup FreshBooks, you can import your companies, contacts, and projects.