Import FreshBooks data to QuickBooks Online

This integration migrates FreshBooks data to QuickBooks Online. Each task loads data from a specific FreshBooks object to the corresponding QuickBooks Online object. The integration includes tasks for the following objects:

Account > Account
Client > Customer
Task > Item
Service > Item
Item > Item
Estimate > Estimate
Invoice > Invoice
Payment > Payment
Expense > Purchase
BillVendor > Vendor
Bill > Bill

How to Set Up

1. Select or create connections: FreshBooks connection for Source and QuickBooks Online connection for Target.

2. Provide the necessary information for the integration execution on the Mapping Definition tabs of the following tasks:

   • In the Task > Item task, for the IncomeAccountRefId field, replace the Enter your Income Account name... placeholder with your income account name. For the ExpenseAccountRefId field, replace the Enter your Expense Account name... placeholder with your expense account name.
   • In the Service > Item task, for the IncomeAccountRefId field, replace the Enter your Income Account name... placeholder with your income account name. For the ExpenseAccountRefId field, replace the Enter your Expense Account name... placeholder with your expense account name.
   • In the Item > Item task, for the IncomeAccountRefId field, replace the Enter your Income Account name... placeholder with your income account name. For the ExpenseAccountRefId field, replace the Enter your Expense Account name... placeholder with your expense account name.
   • In the Expense > Purchase task, for the AccountBasedExpenseLineDetail_AccountRefId field, replace the Enter your Expense Account name... placeholder with your expense account name. For the AccountRefId fields, replace the Enter your Account name... placeholders with your account name.
   • In the Bill > Bill task, for the AccountBasedExpenseLineDetail_AccountRefId field, replace the Enter your Expense Account name... placeholders with your expense account name.

Tips

• If you don't want to migrate data from all the available objects, just disable or delete unnecessary tasks. To do this, point to the task and click Disable or Delete. Consider that some tasks may depend on other tasks (have relation mapping involving objects from other tasks), and thus, you may need to fix their mapping if you disable or delete their "parent" tasks.