FreshBooks
Overview
FreshBooks is accounting and bookkeeping software tailored for small businesses and freelancers. It offers an efficient online solution for tracking cash flow, managing expenses, generating reports, and receiving payments. Through this integration, Tadabase users can pull FreshBooks data including clients, invoices, time entries, and more to manage financial operations within their apps.
Use Cases
Here are 5 examples of how someone might use the Databridge integration between Tadabase and FreshBooks:
-
Client and Invoice Management:
Sync FreshBooks client and invoice data into Tadabase to monitor billing statuses, track due dates, and generate financial reports. -
Project and Time Tracking:
Use Tadabase to manage projects and log time entries pulled from FreshBooks, providing a full view of team productivity and billable hours. -
Expense Categorization:
Import expenses and categories into Tadabase to analyze spending trends and generate categorized reports for budget planning. -
Quote to Invoice Workflow:
Track estimates in Tadabase and convert them into invoices, creating a seamless quoting and billing process for service-based businesses. -
Payment Gateway Overview:
Sync payment gateway data from FreshBooks to get a clear view of payment methods and processors, streamlining online transaction monitoring.
Available APIs
| Name of API | Description | List View | Detail View |
| Projects | Projects in FreshBooks are used to track business projects. | Yes | Yes |
| Task | Tasks represent services your business provides. | Yes | Yes |
| Staff | View staff members (accounting roles only). | Yes | Yes |
| Services | Represents things that your business bills clients for. | Yes | Yes |
| Items | Items stored from invoice lines to simplify billing. | Yes | Yes |
| Clients | Clients represent customers or service recipients. | Yes | Yes |
| Credits | View credit entries associated with clients. | Yes | Yes |
| Invoices | Invoices sent to clients for billing. | Yes | Yes |
| Expense | Track business-related expenditures. | Yes | Yes |
| Expense Categories | Group expenses into specific categories. | Yes | Yes |
| Estimates | Create and manage estimates sent to clients. | Yes | Yes |
| Time Entries | Time logs for work done on projects or tasks. | Yes | Yes |
| Gateways | Payment processors or gateways used for transactions. | Yes | No |