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.

  1. To begin, access your Organization Settings area by clicking on your avatar at the top right of the screen on the blue Top Bar.
  2. Select Organization Settings.
  3. On the Organization Settings page click the Integrations tab
  4. Under FreshBooks, click the Setup button.
  5. Enter your FreshBooks web address and click the Connect button
  6. Login and authorize Fuseboard to connect to your FreshBooks account.
  7. Once you’ve setup FreshBooks, you can import your companies, contacts, and projects.

Settings Menu

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