Overview
FreshBooks is SME accounting + invoicing focused on service businesses. The Automize FreshBooks connector covers invoices, expenses, clients, payments, time tracking, reports.
- Regions: Global SaaS.
- Plans: Lite, Plus, Premium, Select.
Setting up the connection
Auth type: OAuth 2.0 (Authorization Code).
- FreshBooks Developer → create app → OAuth credentials.
- In Automize → Settings → Connectors → FreshBooks. Paste credentials + account_id.
Find your credentials at https://www.freshbooks.com/api/start.
Rate limits
~1 req/sec average.
Data model
SME accounting:
Account ─┬─ Clients
├─ Invoices
├─ Expenses
├─ Payments
├─ Time Entries
└─ ReportsAvailable operations
12 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Create Client | General | Create a new client |
| Create Expense | General | Create a new expense |
| Create Invoice | General | Create a new invoice |
| Create Payment | General | Record a payment |
| Get Client | General | Get client details by ID |
| Get Invoice | General | Get invoice details by ID |
| List Clients | General | List all clients |
| List Expenses | General | List all expenses |
| List Invoices | General | List all invoices |
| List Payments | General | List all payments |
| List Time Entries | General | List all time entries |
| Send Invoice | General | Send an invoice to the client |
Operations
Create Client
Create a new client
| Parameter | Required | Type | Description |
|---|---|---|---|
Client client | Yes | text |
Create Expense
Create a new expense
| Parameter | Required | Type | Description |
|---|---|---|---|
Expense expense | Yes | text |
Create Invoice
Create a new invoice
| Parameter | Required | Type | Description |
|---|---|---|---|
Invoice invoice | Yes | text |
Tips
- customerid + lines[{type, qty, unit_cost, name, description}].
Create Payment
Record a payment
| Parameter | Required | Type | Description |
|---|---|---|---|
Payment payment | Yes | text |
Get Client
Get client details by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Client Id client_id | Yes | text |
Get Invoice
Get invoice details by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Invoice Id invoice_id | Yes | text |
List Clients
List all clients
No input parameters.
Tips
- Returns active clients.
List Expenses
List all expenses
No input parameters.
Tips
- Filter by category, date.
List Invoices
List all invoices
No input parameters.
Tips
- Filter by client, status (draft, sent, viewed, paid).
List Payments
List all payments
No input parameters.
List Time Entries
List all time entries
No input parameters.
Send Invoice
Send an invoice to the client
| Parameter | Required | Type | Description |
|---|---|---|---|
Invoice invoice | Yes | text | |
Invoice Id invoice_id | Yes | text |
FAQ
- vs QuickBooks / Xero?
- FreshBooks: simpler, freelancer / service business focus. QuickBooks: most features. Xero: balance of features + UX.