FreshBooks now provides the ability for you to attach your credit card, bank account, and PayPal account and we will automatically bring in your expenses everyday for North American customers. Goodbye manual entry work.
To add a bank account to your FreshBooks account, just follow these steps:
1. Click on the Expenses tab and click on the “connect your bank” link
2. A popup will appear asking you to search for your bank
3. Select your bank and enter the username and password you use to login to your financial institution to do online banking. Make sure you hit the checkbox to agree to the Terms of Service.
4. William (the squirrel) should be dancing while FreshBooks connects with your bank account.
5. Pick the accounts from the financial institution that you want to have connected to FreshBooks by clicking on the checkbox beside the account name.
6. The squirrel will start dancing again and will import your expenses for the last 30-90 days (depending on your financial institution)
7. Once the import is done, you will see a message like the one below that will tell you how many expenses were imported. Click the green “Go to my expenses” button to see the details of the expenses that have been imported
8. When you get to a list of your expenses, you will probably see two notifications. The green one has a link that lets you quickly see the latest imported expenses. The blue notification will have a link that will show you all expenses that imported without a category to help you assign a category to those expenses.
