Create new FreshBooks Expense from Square Payment

This integration selects new Square payments and imports them to FreshBooks as expenses.

Note: It does not import pre-existing Square payments to FreshBooks expenses.

Note: FreshBooks Staff (employees/users) should be pre-synced with Square Customers.

How to Set Up

1. Select or create connections: Square connection for Source and FreshBooks connection for Target.
2. Specify the Expence category name to select expences from:
   1. Open the import task
   2. On the Mapping Definition of your import task in the field CategoryId in the Lookup Column Key specify the name of the Expence category to get expences from instead of Enter your Expense category name....
   3. Save the task.
3. Specify the schedule on which the integration will run automatically.

Tips

• To create FreshBooks expenses from specific new Square payments, configure filters in the task editor.