FreshBooks
Connect FreshBooks to synchronize clients, items, invoices, bills, payments, and refunds with Tiquo.
All dashboard users can browse the Integration Marketplace. Only authorised Tiquo staff can currently connect or manage integrations. Contact your Tiquo account contact or support team to arrange a connection. The steps below cover the access and configuration needed for setup.
The FreshBooks integration connects one FreshBooks business to Tiquo's accounting model.
What the integration synchronizes
- Clients and bill vendors
- Billable items, accounts, and taxes used for mapping
- Customer invoices, bills, and credit notes
- Payments and refunds
Tiquo can create or update linked FreshBooks clients and billable items. It can also create accounting documents from eligible Tiquo orders and record successful payments or refunds against the linked document.
Before you begin
You need:
- Permission to manage integrations in Tiquo.
- An active FreshBooks account.
- Access to the FreshBooks business and accounting records you intend to synchronize.
Tiquo already manages the production FreshBooks OAuth application. You do not need to create a FreshBooks developer app or enter OAuth credentials.
Connect FreshBooks
- In Tiquo, open Settings > Integrations.
- Find FreshBooks and select Connect.
- Sign in to FreshBooks.
- Review the requested access and approve the connection.
- Return to Tiquo and open FreshBooks > Settings.
The FreshBooks account ID is account-specific and is required for most provider requests; Tiquo resolves it automatically when the login exposes one account.
Configure and use FreshBooks in Tiquo
- Under Data flow, turn on FreshBooks to Tiquo for inbound FreshBooks records, and Tiquo to FreshBooks for outbound clients, items, invoices, payments, and refunds.
- Under Documents to import, choose Sales invoices, Bills and purchases, or both, and whether Voided invoices stay in Tiquo.
- Under Invoice defaults, set the fallback client (Fallback contact ID), Fallback product ID, Sales account code, Tax rate ID, Payment terms (days), and Fallback currency for outbound documents.
- Optional: add Custom field mappings.
- Under Sync rules, choose which version to keep when a linked document changes in both systems.
- If your login can access multiple FreshBooks businesses, enter the FreshBooks account ID under Connection. It is optional when exactly one account is available.
- Select Save settings.
See the accounting integration settings for what each setting does.
Initial sync and duplicate handling
The first scheduled run imports supported records from the selected FreshBooks account. Tiquo stores external FreshBooks IDs and Tiquo references on each link, then uses those links to update clients, items, and documents on later runs.
If Tiquo cannot identify a single FreshBooks account automatically, the sync waits until you enter the account ID in the integration settings.
Monitor or disconnect
Open FreshBooks > Settings > Data flow health to review the accounting reference data and invoice imports, queued outbound work, and failures. Select Retry failed imports or Retry failed sends after fixing the cause. See Data flow health.
Disconnecting stops future synchronization and revokes Tiquo's stored connection. Existing FreshBooks and Tiquo records remain in place.
For help, contact support@tiquo.co.