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

Access the ERP/Integrations tab, select FreshBooks from the dropdown menu, and click "Authorise FreshBooks." A new window will open, prompting you to log in to your FreshBooks account and grant Credit-IQ access

Synchronise

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

Success

With all your invoice data successfully synchronised, you can now streamline your accounts receivable and workflow processes.