Connecting with FreshBooks
How to connect
The aim of the integration is to let you find your FreshBooks clients in Everhour, issue invoices for their hours and send it to your FreshBooks account.
Integrate Everhour with FreshBooks by going to your Account Settings > Integrations and clicking Add Integration button. After the authorization step, you will need to select your default parameter for Item name. We will use them during the export of your invoices.
It is enough to establish a connection from one admin account and all other admins in your team will see FreshBooks connection.
At this moment we integrate with a new version of FreshBooks. We do not support FreshBooks Classic.
We will automatically sync all of your active contacts (clients) from FreshBooks. As a result, you don’t have to manage clients in several places anymore. We do not import clients you created in Everhour to your FreshBooks account, or match clients from both systems with identical names.
We sync the basic details on each client that you need to create an invoice, like name, business address, taxes, etc. We also periodically (not immediately) sync changes that you make to your client on the FreshBooks side.
|Business details||Contact name / address / country / city / state.|
|Archived clients||We ignore archived clients during initial sync. Later, when you archive a client in Freshbooks, we also archive it in Everhour|
If you archive a client in Everhour, we don’t archive it in FreshBooks but simply move to our archived tab.
Set up client projects
We do not allow direct time tracking into a client and stick to a structure where you have a Client > Project > Task. The time that you report into tasks sums up under a project and project time sums up under a client.
This is why you should link projects after the client is imported in order to make an invoice. A project can be used only with one client, so if you linked it with an internal client before, you first unlink it from there and add to a new client.
Projects in Everhour can be Billable or Non-Billable (by default). Only billable time is counted when you generate an invoice. If a member reported time into a billable project, but his hourly rate is 0, the time will be considered as non-billable.
Billable time falls into further divisions: Invoiced (that you already have in a generated invoice) and Uninvoiced that has not been added to any invoice yet.
To sum it up, you need to open your FreshBooks client in Everhour and make its projects billable before creating an invoice.
Create an invoice and send it to FreshBooks
Open the Invoices tab or choose this tab under your client name to issue an invoice. This is where you can read about how to issue invoices.
When you hit Export to FreshBooks, we copy this invoice as a draft to your FreshBooks account. You can't edit it in Everhour any longer and should do it in FreshBooks from this moment on.
We update changes on Invoices page, but not in your reports. Thus, there may be a discrepancy after you change the amount or member rate inside FreshBooks (bypassing Everhour).
|Customer / Client||+|
|Rate / (Unit Price)||+|
|Currency||use default FreshBooks currency|
We sync and display the current invoice status, number, issue date and invoice amount on Invoices page after you make changes in FreshBooks. If you delete an invoice in FreshBooks, we will delete it from Everhour with the next sync.