FreshBooks and QuickBooks Online integration
FreshBooks and QuickBooks Online, kept in step both ways
CRM Connector syncs FreshBooks and QuickBooks Online both ways: clients, invoices with their payments, and estimates stay the same in both. It fits a move from one to the other, or two parts of a business that each keep their own books.
- Official sign in for both
Two way, or one way if you prefer
At a glance
Clients, invoices and estimates stay the same on both sides, payments included.
What syncs
- ClientsBoth ways
- InvoicesBoth ways
- EstimatesBoth ways
Good to know
- Invoice numbers
- An invoice arriving in FreshBooks keeps its QuickBooks number; if FreshBooks refuses it, FreshBooks numbers the invoice and the QuickBooks number goes into the PO reference.
- QuickBooks numbers an invoice from FreshBooks itself, unless custom transaction numbers are on.
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether FreshBooks or QuickBooks Online leads when the same record changed in both since the last sync.
Options for FreshBooks and QuickBooks Online
- Only invoices from a date you pick
- Only sent, overdue or paid invoices
- Only invoices above an amount you pick
- Everyone, customers only or leads only, when QuickBooks Online sends, on a one way sync
Record by record
What syncs between FreshBooks and QuickBooks Online
Which FreshBooks field matches which QuickBooks Online field, and what each change does.
Fields- First nameBoth waysGiven name
- Last nameBoth waysFamily name
- OrganizationBoth waysCompany name
- EmailBoth waysPrimary email
- Business phoneBoth waysPrimary phone
- StreetBoth waysBilling address
- Street line 2Both waysBilling address line 2
- City, province, postal codeBoth waysCity, state, postal code
- CountryBoth waysCountry
- Not in FreshBooksOnly in QuickBooks OnlineHas paid invoices
It happens in FreshBooks, then in QuickBooks Online
A new contact
Looked for in QuickBooks on email, then name. Updated when found, created only when nothing matches.
Name, company, email, phone or address changes
The same change is made to the QuickBooks customer on the next sync.
A company, phone or address part is emptied
Emptied in QuickBooks too.
FAQ
Questions about FreshBooks and QuickBooks Online?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Yes. Clients, invoices and estimates sync in both directions.
Yes. Pick FreshBooks as the source and one way: clients, invoices and estimates arrive in QuickBooks, with a sync from date if you want only recent history.
Ask your AI assistant
Ask ChatGPT or Claude about FreshBooks and QuickBooks Online
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
Ready to connect FreshBooks and QuickBooks Online?Start your 7 day free trial
Sign in to FreshBooks and QuickBooks Online, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.