+
Accounting
FreshBooks + Resool integration
Connect FreshBooks to Resool to see each contact's invoices and balance due in the inbox, create invoices and clients, and send invoice PDFs and share links in chat.
What you can do with FreshBooks and Resool
In the Inbox and on the contact page
- See the FreshBooks client matched to the contact, with name, email and phone.
- Balance due: what the client still owes, per currency.
- Invoices: each invoice with number, date, due date, total, the amount left to pay and its state: Paid, Unpaid, Overdue or Draft.
- Send in chat: send the invoice PDF in the conversation, with its total, due date and a "View and pay" share link.
- Create invoice and Create customer (a FreshBooks client) from the panel.
- View in FreshBooks to open the client in FreshBooks.
In Workflows
- Create invoice: create a FreshBooks invoice for the contact; later steps can send `{{invoice.number}}` and other invoice details.
- Create customer: create the contact as a FreshBooks client, or find the matching one.
Connect FreshBooks in minutes
Go to Settings › Apps in Resool, click Connect on FreshBooks and follow the steps. No code needed.
Read the setup guideFrequently asked questions
I belong to several FreshBooks businesses. Which one does Resool use?
The one selected under Business in Manage. Change it there at any time; contacts are matched again in the new business.
Why can't I pick a revenue account?
FreshBooks assigns its own income account to invoice lines, so Resool shows Set by FreshBooks instead of a list.
Why doesn't the panel find the client?
Clients are matched by email or phone.
"FreshBooks refused the connection"
The connection expired or access was removed in FreshBooks. Reconnect FreshBooks from `Settings > Apps`.
More Accounting apps
OdooConnect Odoo to Resool with the Resool app for Odoo to see each contact's invoices and balance due in the inbox, create customers and invoices, and send invoice PDFs in chat.
QuickBooksConnect QuickBooks Online to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers, and send invoice PDFs and payment links in chat.
WafeqConnect Wafeq to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers in Wafeq, and send invoice PDFs in chat.
WaveConnect Wave to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers in Wave, and send invoice PDFs and links in chat.
XeroConnect Xero to Resool to see each contact's invoices and balance due in the inbox, create invoices and contacts in Xero, and send invoice PDFs and online invoice links in chat.
Zoho BooksConnect Zoho Books to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers, and send invoice PDFs and links in chat.Bring every customer conversation together
Start your free trial, or talk to our team and we will help you set everything up.