FreshBooks is cloud-based invoicing and accounting software designed for small businesses and freelancers. It helps teams manage invoices, track expenses, accept online payments, log billable time, and generate financial reports. Connecting FreshBooks to Databox makes your financial data available alongside metrics from your other business tools, so you can monitor cash flow, track outstanding and overdue invoices, and report on revenue and expenses in a unified view.
If your credentials don't include full access to the data source, make sure your access level meets any permission requirements listed in the Specification section of the integration's page in the Metric Library.
To connect FreshBooks to your Databox account for the first time or with new credentials, log in using your FreshBooks Email and Password, or use the Sign in with Google or Sign in with Apple options.
If you've already established a connection, you can reuse it to add new accounts, as long as those accounts are accessible with the existing connection's credentials.
If your FreshBooks login is associated with more than one business, you'll be prompted to select the specific business account you want to connect to Databox. If you have only one business account, it will be selected automatically.
Choose the currency you want to use for reporting in Databox. This setting determines how monetary metrics — such as invoice amounts, expenses, and payments — are displayed.
For comprehensive details on metrics, data availability, templates, specifications, usage guidelines, and other key information, refer to the resources listed below.
FAQ
Why can't I report on multiple currencies at the same time?
FreshBooks' API is built to deliver data in a single currency per request, and apps are encouraged to use the organization's base currency. While certain reports can be generated in another currency, they must be run separately. Since exchange rates are not exposed consistently, combining values across currencies would lead to unreliable totals.
