FreshBooks

Simplifying your invoicing and accounts receivable tracking with Credit-IQ's integration with FreshBooks saves you time and effort.

How to Integrate FreshBooks

Set up

Navigate to the ERP/Integrations tab and select FreshBooks from the dropdown menu. Click "Authorize FreshBooks." A new window will appear, prompting you to log into your FreshBooks account and grant access to Credit-IQ.

Synchronize

Click 'Synchronise Now'. Credit-IQ will automatically start pulling your customer and invoice data from FreshBooks..

Success

Once all your invoice data is synced, you can begin tracking accounts receivable and configuring workflows for your customers.