This integration selects new FreshBooks invoices and imports them to Xero.

Note: It does not import pre-existing FreshBooks invoices to Xero.

Note: Customers and items/services should be pre-synced between Xero and FreshBooks apps. Items and/or services should have equal names in both apps.

How to Set Up

  1. Select or create connections: FreshBooks connection for Source and Xero connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create Xero invoices from specific new FreshBooks invoices, configure filters in the task editor.