Connect FreshBooks to SkedX CRM to keep invoices, client data, and payment records in sync with your accounting tool.
Ideal for small businesses that use FreshBooks for bookkeeping alongside SkedX CRM for sales management.
What you get
- Invoice sync between CRM and FreshBooks
- Client and contact data synchronization
- Payment status updates from FreshBooks to CRM
- Expense tracking linked to CRM deals
- Simplified bookkeeping for sales-driven businesses
Setup guide
How to get FreshBooks working with SkedX CRM.
- Navigate to Settings > Integrations > FreshBooks in SkedX CRM
- Click "Connect FreshBooks" and authorize via OAuth
- Map CRM contacts and invoices to FreshBooks clients
- Configure invoice field and tax mappings
- Set up sync preferences and frequency
- Start syncing financial data with FreshBooks
Questions
How do I connect FreshBooks with SkedX?
Connecting FreshBooks to SkedX CRM takes 6 steps: Navigate to Settings > Integrations > FreshBooks in SkedX CRM; Click "Connect FreshBooks" and authorize via OAuth; Map CRM contacts and invoices to FreshBooks clients; Configure invoice field and tax mappings; Set up sync preferences and frequency; Start syncing financial data with FreshBooks. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the FreshBooks integration?
With the FreshBooks integration you can: Invoice sync between CRM and FreshBooks; Client and contact data synchronization; Payment status updates from FreshBooks to CRM. Everything stays in sync with SkedX CRM.
When will the FreshBooks integration be available?
The FreshBooks integration is coming soon. It will connect FreshBooks with SkedX CRM in the Accounting category.
