Overview
The FreshBooks integration connects Smartbills with your FreshBooks account to sync expenses, clients, and project data. Approved expenses are exported to FreshBooks as expense entries, with support for client billing and project tracking.Key Features
Prerequisites
- FreshBooks account (Plus plan or higher)
- Smartbills Business plan or higher
- Admin access in both systems
Setup
1
Open the Apps Marketplace
In Smartbills, go to Settings > Apps and search for FreshBooks.
2
Connect Your Account
Click Connect and sign in to your FreshBooks account. Authorize Smartbills to access your data.
3
Select Business
Choose the FreshBooks business to connect if you have multiple.
4
Map Categories
Map Smartbills categories to FreshBooks expense categories.
5
Configure Settings
Set sync preferences, default project assignment, and billable defaults.
Configuration
Category Mapping
Client Mapping
Billable Settings
Tax Mapping
FreshBooks supports two tax fields per line item:Data Sync
Troubleshooting
Connection issues
Connection issues
FreshBooks OAuth tokens may expire. Reconnect from Settings > Apps > FreshBooks.
Client not found
Client not found
Enable auto-match or manually map the client in the integration settings.
Project not syncing
Project not syncing
Ensure the project is active in FreshBooks. Archived projects are not available for mapping.
Duplicate expenses
Duplicate expenses
Check that only one sync method is active. Disable scheduled sync if using real-time, or vice versa.
Tax amounts incorrect
Tax amounts incorrect
Verify tax code mappings. FreshBooks applies taxes at the line-item level, so ensure each tax field is mapped correctly.