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Can I connect FreshBooks to my Xero account?

While FreshBooks doesn’t directly connect to Xero, you are able to use a third party connector tool called OneSaas to establish a connection. You can read more about the integration and what is possible on the OneSaas site.


To connect your FreshBooks and Xero accounts using OneSaas, follow these steps:


Open your OneSaas account

  1. Click Integrations from the left-side panel
  2. You should already see FreshBooks and Xero Connected. Select Configure to move forward. (if you don’t, click Add Connection —> Select FreshBooks, then click Add Connection –> Xero)
  3. configure

Configure

You can choose exactly how you’d like this integration to work. In this walk through, we will only show you how to get the same functionality as you had with the Xero integration. For extended functionality, you may click here to get full integrations. Otherwise, please continue with the steps below all the way till the Examples:

  1. Start the configuration process by selecting the first check box to enable to sync of orders from Freshbooks to Xero
  2. workflows
  3. A pop up menu should now appear, here you’re able to:
    • Select the invoice status’s OneSaas should retrieve from Freshbooks
    • The invoice prefix you’d like in-front of all order numbers (e.g. FB123)
    Select Save when finished. advanced_settings
  4. You’re now able to choose the following:
    • What status paid and unpaid invoices should be sent to Xero as
    • How you’d like contact details on invoices sent (more details here)
    • If you’d like OneSaas to create products (items) alongside invoices
    • If OneSaas should be sending invoices payments to Xero
    Tick the box to send Expenses from FreshBooks to Xero as Purchase Invoices to continue forwards. workflows 2

    Tip: You’re able to choose how we create your orders in your Xero account by changing the options in the drop down menus provided.



  5. Similar to the invoice settings, here you can choose the Expense status’s you’d like OneSaas to retrieve, and set a prefix to be placed at the start of all order numbers. You will also need to select a default currency for OneSaas to use for all expenses.
    Select Save Changes when done.
  6. expense_properties
  7. Map your Freshbooks tax rates to their corresponding tax rates in Xero. If you’d like to read more on OneSaas tax configuration, you can do so here.
    Select Next to continue.
  8. configure_tax
  9. Referencing your Freshbooks Accounts on the left, choose a Xero account to match up with each line using the drop down menus provided.
    Once completed, select Next.
  10. configure_accounts
  11. Map your Freshbooks payment methods to their corresponding accounts in Xero. If you’d like to read more on mapping payments, you can do so here.
    Hit Next to move forward.
  12. map_payments

    You have now set up the integration to pass data from your FreshBooks account into your Xero account - similar to how the Xero integration functioned.

    To finish the setup process, simply uncheck all the boxes. Click Next to continue.

    workflows3
  13. You can now review the workflows you’ve setup, set your integration’s start date, your sync frequency and time, and the timezone for your OneSaas file. All of these settings are explained here. Once you’re happy with everything, select Retrieve Data Now. This will only pull data into OneSaas, we won’t be pushing any data anywhere just yet.



Retrieve & Validate

OneSaas should now be syncing. As soon as this is done, you’re able to use our review page to fix up any remaining configuration changes you weren’t able to do. For example, if you weren’t able to map your tax’s initially, you can do so now! Once everything is good to go, you should see a big green tick indicating you’re ready to move forward. Please select Preview to continue.

Preview

Finally, you’re able to see the data that we were able to pull into OneSaas. For example, in the screenshot below you can see an invoice that were were able to retrieve. If you’re happy with everything, select Send Data & Finish to push your data as configured by yourself.

preview

Send & Finish

You should now see another sync running. However, this time instead of just pulling your data into OneSaas, we’re pushing it too. Once the sync is completed, you’ll be taken to review your first report. You’re able to re-configure your integration with this process at any point in time.

This is the end of the setup process.