FreshBooks — Accounting Connector Setup

FreshBooks is a cloud accounting solution popular with freelancers and small service businesses. The BizOSaaS FreshBooks connector syncs invoices, expenses, time tracking, and client data with your AI agents for automated billing and financial insights.

Prerequisites

• A FreshBooks account (any paid plan)
• Developer access at my.freshbooks.com/#/page/apps

Step 1: Register a FreshBooks OAuth App

1. Go to my.freshbooks.com/#/page/apps
2. Click Create New App
3. Fill in the required details:
   • Application Name: BizOSaaS
   • Redirect URI: https://api.bizoholic.com/api/auth/callback/freshbooks
4. Click Save
5. Note your Client ID and Client Secret

Step 2: Required Scopes

FreshBooks uses OAuth 2.0. The following permissions are requested during authorization:

Permission	Purpose
user:profile:read	Read the authenticated user's profile
user:invoices:read	Access invoice records
user:invoices:write	Create and update invoices
user:clients:read	Read client/contact information
user:expenses:read	Read expense records
user:reports:read	Access financial reports

Step 3: Connect FreshBooks to BizOSaaS

1. In your BizOSaaS dashboard, go to Settings → Integrations → FreshBooks
2. Enter your Client ID and Client Secret
3. Click Connect FreshBooks
4. Log in to FreshBooks when redirected, and Authorize the permissions
5. Select your Business (if you manage multiple accounts)
6. Save and verify the connection shows ✅ Connected

Step 4: Configure Data Sync

Entity	Default Frequency	Notes
Invoices	Every 20 min	Tracks draft, sent, paid, overdue
Clients	Every 1 hour	Synced to BizOSaaS CRM contacts
Expenses	Every 1 hour	Mapped to expense categories
Time Entries	Every 2 hours	Linked to projects and clients
Estimates	Every 6 hours	Read-only sync

Available AI Actions

With FreshBooks connected, AI agents can perform:

• Draft Invoice — Auto-create invoices from completed projects
• Send Invoice — Trigger email delivery of invoices from within workflows
• Get Outstanding Balance — Retrieve total unpaid invoice amounts per client
• Create Expense — Log expenses automatically from receipt data
• Fetch Client List — Pull updated client data into BizOSaaS CRM

Troubleshooting

Issue	Solution
unauthorized_client	Confirm Client ID/Secret are correct and app is active
Connection drops after 30 days	Re-authenticate — FreshBooks tokens expire without activity
Missing business in selector	Ensure your FreshBooks user has access to the target business
Invoices not synching	Check that user:invoices:read scope was approved

Support

Refer to FreshBooks API Docs or contact BizOSaaS support for further assistance.