FreshBooks

FreshBooks is small business accounting software used by millions of people to send invoices, track time and capture expenses.

Help Scout's app for FreshBooks brings the client data you need directly into the Help Scout sidebar. When you receive an email from a client, this app will import contact information, pull in the client's key metrics (lifetime value, annual value and average order value) and display up to 10 recent invoices. You can access invoice details or the client's FreshBooks profile in a single click. Here's a quick snapshot of how it will look in Help Scout:

Activation instructions

1

Log in to FreshBooks, then click on the My Account link located in the top right corner of the page. Next, click on the FreshBooks API tab.

2

Copy your API URL and Authentication Token to the clipboard, then head over to Help Scout to wrap up.

3

From Help Scout, install the FreshBooks app from the Apps page. Paste your API URL and Authentication Token into the appropriate fields, then select which mailboxes you'd like to connect to FreshBooks. Hit the blue Save button when you're finished.

Note: At this time, it is only possible to link one FreshBooks account per Help Scout account. Also, we currently only integrate with FreshBooks Classic.
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