FreshBooks Accounting

FreshBooks Accounting helps sales and finance teams manage customers in Bitrix24 while creating invoices in FreshBooks. It is built for businesses that want customer data synchronized between CRM and accounting. This reduces manual updates and keeps records consistent.

Why businesses use it

When customer data is split between CRM and accounting, teams waste time updating both systems and risk inconsistencies. This integration keeps customer records aligned.

Business value

• Less manual customer data entry

• Cleaner CRM records with synced contacts and companies

• Faster invoicing with FreshBooks tied to Bitrix24

• Clearer accountability with default responsible assignment

Common use cases

• Import FreshBooks customers into Bitrix24

• Create FreshBooks invoices while working in CRM

• Keep contact and company details synchronized

• Assign a default responsible user for imported contacts

• Monitor first‑time sync results

How it works

Install the app from Bitrix24.Market, sign in to FreshBooks Accounting, and set preferences for billing and shipping address types (they must be different), contact/company detail templates, and a default responsible user. Start the first‑time synchronization to import customers; the app shows progress and notifies you when ready. Contacts must have email addresses for correct operation, and in rare cases FreshBooks may contain duplicate contacts that should be removed. Before exporting a new company to FreshBooks, the most recent associated contact is used as the contact person.

The app works with Bitrix24  commercial plans only. Free plan users can test it during the trial period and then upgrade to a commercial subscription.

FAQ

We need customer data synced between FreshBooks and Bitrix24. Does this do that?

Yes. The app imports FreshBooks customers and keeps contact and company details aligned.

We can’t start syncing because some contacts are missing details. What is required?

Contacts must have an email address for the app to work correctly.

We see duplicate contacts after import. What should we do?

In rare cases FreshBooks may contain duplicate contacts; remove the old duplicates to keep data clean.