Zoho Books and FreshBooks integration
Zoho Books and FreshBooks, the same books
CRM Connector syncs Zoho Books and FreshBooks both ways: clients, invoices and estimates stay the same in both, and a payment recorded in one is recorded in the other, a part payment for exactly what is newly paid.
- Official sign in for both
Clients, invoices and estimates, both ways
At a glance
Clients, invoices and estimates stay the same, payments included.
What syncs
- ClientsBoth ways
- InvoicesBoth ways
- EstimatesBoth ways
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 Zoho Books or FreshBooks leads when the same record changed in both since the last sync.
Options for Zoho Books and FreshBooks
- Only invoices from a date you pick
- Only sent, overdue or paid invoices
- Only invoices above an amount you pick
Record by record
What syncs between Zoho Books and FreshBooks
Which Zoho Books field matches which FreshBooks field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyBoth waysCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- AddressBoth waysAddress
It happens in Zoho Books, then in FreshBooks
A new client
Looked for in FreshBooks on the exact email before a customer is created.
Name, company, email, phone or address changes
The same change is made to the FreshBooks customer on the next sync.
FAQ
Questions about Zoho Books and FreshBooks?
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.
An invoice made in Zoho Books keeps its number in FreshBooks; when FreshBooks refuses the number, it is kept in the PO reference instead. One made in FreshBooks arrives in Zoho Books with the FreshBooks number as the reference, because Zoho Books numbers its own invoices.
No. FreshBooks does not let another system accept or decline an estimate, so the decision is made in FreshBooks and flows into Zoho Books. An estimate decided in Zoho Books stays that way in Zoho Books only.
Ask your AI assistant
Ask ChatGPT or Claude about Zoho Books and FreshBooks
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
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Sign in to Zoho Books and FreshBooks, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.