FreshBooks is an accounting and invoicing platform. Cloud-based and aimed at small businesses, FreshBooks allows you to send invoices, track time, manage receipts, expenses, and accept credit cards.
To connect to FreshBooks, you will:
- Navigate to My Apps within your Glances dashboard and click the app's gear icon. (If you don't see the app you need, you can add it.)
- Click + to add a Team or Personal Connection.
- Enter your FreshBooks login credentials.
- Click Sign In.
Once connected, you can search for FreshBooks data within the Glances widget. To make changes to the data that displays, you can edit your Glances at any time.
Additional Settings Required
Once you connect, you'll need to configure additional settings by scrolling down and editing the Glance you'd like to view. To update these settings, indicate the FreshBooks account you would like to use.
Actions allow you to complete a task in another app directly from Glances. See available FreshBooks Actions.