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FreshBooks is a cloud-based accounting software designed for small businesses. It makes accounting and invoicing easy, fast, and secure. Used by millions of service-based business owners, FreshBooks is the top choice for everyday invoicing and simple time and expense tracking.

eazyBI greatly extends the standard FreshBooks reporting suite with an advanced, easy-to-use, and flexible visualization, analysis, and reporting system. You can connect to FreshBooks and perform your first import in minutes. Regular daily updates will be imported automatically, so your charts will always have the latest data.

When you connect to your FreshBooks account, we will prepare several predefined sample reports and charts to get you started. Then you can easily create custom reports,chartsand dashboards for your specific needs.

Try eazyBI for FreshBooks live demo with sample reports and charts.

Connecting to the NEW FreshBooks Account

To connect to your New FreshBooks account:

1) In eazyBI open "Source Data" page, select "FreshBooks" source application, choose a name for the data cube, and click "Create".

 

2) Select the version of your FreshBooks account (“New”), and click “Continue”.  You will be redirected to the FreshBooks authorization page.

3) To authorize eazyBI to import your FreshBooks account data, you will need to provide your user credentials.

4) Congratulations, you are done!

 

When eazyBI is authorized, it will automatically import new FreshBooks data every day, using the same authorized access.


 

 

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Support:

Contact us or send an email to support@eazybi.com
Monday through Friday
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We try to respond to all requests within 24 hours but usually we get back to you sooner. Please see our support SLA.

 

 

Connecting to the Classic FreshBooks Account

To connect to your Classic FreshBooks account:

1) In eazyBI open "Source Data" page, select "FreshBooks" source application, choose a name for the data cube, and click "Create".

 

2) Select the version of your FreshBooks account (“Classic”), enter your FreshBooks site URL, and click “Continue”. You will be redirected to the FreshBooks authorization page. 

 

3) To authorize eazyBI to import your FreshBooks account data, you will need to provide your user credentials.

 

4) Congratulations, you are done!

 

When eazyBI is authorized, it will automatically import new FreshBooks data every day, using the same authorized access.


 

 

Imported data

eazyBI imports the following FreshBooks data (measures) and dimensions:

  • Timesheets imported and calculated measures
    • HoursBillable hoursInvoiced hours
    • Budgeted hours
    • Billable amount (for billable hours), Invoiced amount (from billable hours)
    • Expenses amountInvoiced expenses
    • Unbillable hoursBillable hours %
    • Uninvoiced hoursUninvoiced amount (just from billable hours)
    • Uninvoiced expensesUninvoiced amount with expenses (total for hours amount and expenses)
    • Billable amount EURBillable amount USD and other EUR and USD amounts (see explanation below)
    • Budget spent % (from budgeted hours)
    • Project currencyProject statusProject manager
    • Project billing method
  • Timesheets dimensions
    • Project Task (with ClientProject and Task hierarchy levels)
    • Project Status (Active or Archived or Deleted)
    • Task (common tasks across all projects)
    • Person (staff members and contractors)
    • Expense Category
    • Currency
    • Time (year / quarter / month / day hierarchy and year / week / day hierarchy)

 

  • Invoices imported and calculated measures
    • Invoice amountItem amountDiscount amountTax amountSecond tax amountDue amount
    • Invoice amount EURInvoice amount USD and other EUR and USD amounts (see explanation below)
    • Project currencyProject statusProject manager
    • Invoice issued date
    • Invoice currencyInvoice clientInvoice statusInvoice item descriptionInvoice item project
  • Invoices dimensions
    • Client Project (with Client and Project hierarchy levels)
    • Invoice (with Invoice and Invoice item hierarchy levels)
    • Invoice Status
    • Item
    • Currency
    • Time (year / quarter / month / day hierarchy and year / week / day hierarchy)

Currency conversion

If you have projects and invoices in multiple currencies then for reporting total amounts you need to convert them to one currency. eazyBI downloads current currency rates from the European Central Bank (from http://www.ecb.europa.eu/stats/eurofxref/eurofxref-daily.xml) and defines calculated measures that convert project or invoice amounts to EUR and USD. If you want to convert all amounts to different currency then define new calculated measures using USD calculated measures asexample.

Please take into account that currency conversion is always done using current currency rates and not historical currency rates and therefore totals might not be the same as in your accounting. eazyBI reports totals in one currency are meant just to get approximate total amounts that should be good enough for management reporting.

If you want to learn more about calculated measure formulas then read calculated members tutorial.

Link from eazyBI reports to FreshBooks pages

If in eazyBI reports you click on client, project or invoice dimension member then in action list you will see Go to source link - when clicking on it new FreshBooks application page will be opened with corresponding data. It can be very useful to see summary overview in eazyBI and when necessary you can go to detailed FreshBooks page for selected item.

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