What does “connect a bank” mean?
When you connect a bank to FreshBooks, this is what will happen:
We will attempt to import expenses in your account from the last 30-90 days (depends on the financial institution)
- Then, we will automatically look at the bank account/credit card/PayPal account everyday to see if you have any new transactions that need to be imported. If there are new expenses, it will automatically put them in your Expenses tab and notify you what expenses were recently imported