Table of Contents
1. Introduction
2. How to Connect the Income Importer App
3. Syncing Transactions with Outside Sites
4. Installing the Income Importer App
5. Authorizing the App
6. Connecting with External Apps
7. Entering Credentials
8. Turning on the Sync
9. Viewing Transactions in Freshbooks
10. Tracking Finances with Freshbooks
11. Conclusion
Introduction
In today's video, we will discuss how to connect the Income Importer app to your Freshbooks account. This app allows you to sync your transactions or orders with external sites like Etsy, Square, or Stripe. By integrating these platforms, you can streamline your financial management and keep all your data in one place. Let's dive into the process step by step.
How to Connect the Income Importer App
To get started, you need to visit the integration page inside your Freshbooks account. Follow these steps:
1. Click on the gear icon in your Freshbooks account.
2. Select "Apps and Integrations" from the dropdown menu.
3. Scroll down to the bottom of the page.
4. Click on "Install Now" under the Income Importer app.
Syncing Transactions with Outside Sites
Once you have installed the Income Importer app, you will be prompted to authorize it. Here's what you need to do:
1. Click on "Allow" when you see the authorization screen.
2. You will be redirected to a landing page that displays three apps available for connection.
Installing the Income Importer App
To connect the Income Importer app with your desired external app, follow these steps:
1. Click on "Connect" next to the app you want to integrate.
Authorizing the App
After selecting the app, you will need to enter your credentials. Here's how:
1. Enter your login details for the selected app.
2. Click on "Allow" to authorize the connection.
Connecting with External Apps
Once you have authorized the app, you need to turn on the sync and select your start date. Follow these steps:
1. Toggle the sync button to "On."
2. Choose the appropriate start date for syncing.
Entering Credentials
If the start date displayed is different from what you want, you can update it by following these steps:
1. Click on the calendar icon to update the date.
2. Once you have set the correct start date, click on "Start Sync."
Turning on the Sync
After setting up the sync, your transactions from the corresponding app will appear in your Freshbooks account. Here's how to view them:
1. Click on "Payments" in Freshbooks.
2. Select "Other Income" to see your synced transactions.
Viewing Transactions in Freshbooks
When you click on a transaction, you will find detailed information about it, including:
- The source of the transaction (which app pulled the information)
- The date of the original transaction
- The taxes associated with the transaction
- The grand total of the transaction
- Any notes related to the selected application
You can also view this information in your profit and loss report, which is accessible by clicking on "Reports" in Freshbooks.
Tracking Finances with Freshbooks
By connecting Freshbooks with third-party software like Square, Etsy, or Stripe, you can effectively track your finances in one place. Freshbooks offers a comprehensive solution for managing your transactions, taxes, and financial reports. With the Income Importer app, you can automate the process and reduce the manual effort required.
Conclusion
In conclusion, integrating the Income Importer app with your Freshbooks account allows you to sync transactions from external platforms seamlessly. By following the steps outlined in this article, you can streamline your financial management and have a centralized view of your business's finances. Take advantage of Freshbooks' features and the Income Importer app to simplify your accounting processes.
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**Highlights:**
- Learn how to connect the Income Importer app to Freshbooks
- Sync transactions with external sites like Etsy, Square, or Stripe
- Install and authorize the Income Importer app
- Connect with external apps and enter credentials
- Turn on the sync and select the start date
- View synced transactions in Freshbooks
- Track finances and generate reports
- Simplify accounting processes with automation
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**FAQ:**
Q: Can I connect multiple external apps with Freshbooks?
A: Yes, you can connect multiple external apps with Freshbooks using the Income Importer app. Follow the steps mentioned in the article for each app you want to integrate.
Q: Are there any additional fees for using the Income Importer app?
A: The Income Importer app is available as part of Freshbooks' subscription plans. Please refer to Freshbooks' pricing page for more information on the specific plan that includes the app.
Q: Can I customize the sync settings for each external app?
A: Yes, you can customize the sync settings for each external app. Freshbooks provides options to toggle the sync on/off and select the start date for syncing.
Q: How often does the sync occur between Freshbooks and external apps?
A: The sync frequency depends on the settings you choose. You can set up the sync to occur daily, weekly, or at a specific interval.
Q: Can I track taxes associated with each transaction?
A: Yes, Freshbooks allows you to track taxes associated with each transaction. The Income Importer app pulls tax information from the external app and displays it in Freshbooks.
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Resources:
- [Freshbooks](https://www.freshbooks.com/)
- [Income Importer App](https://www.freshbooks.com/apps/income-importer)
- [Etsy](https://www.etsy.com/)
- [Square](https://squareup.com/)
- [Stripe](https://stripe.com/)
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